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New Portfolio - New Portfolio
lj0316lec@gmail.com
New PortfolioIndividual Investor
Ranked #87,521 out of 806,884 TipRanks' Investors
Success Rate
47 out of 64
profitable transactions
profitable transactions
Average Return
18.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.10%
6-Month Return-
12-Month Return-
YTD Return▲ 23.61%
Total Return▲ 23.61%
Best Trade
Bio
Performance
13.55%0-13.55%
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.11%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.55%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.16%
Jun 2025
▲ 1.29%
▲ 0.46%
▲ 1.17%
Jul 2025
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 3.11%
▲ 1.84%▼ 0.87%▲ 1.28%
▲ 12.20%▲ 6.28%▲ 13.55%
▲ 6.24%▲ 5.14%▲ 10.16%
▲ 1.29%▲ 0.46%▲ 1.17%
Recent Activity
Equifax
8.43%
0.00%
1
Open
Jul 06, 2025
Goldman Sachs Group
11.34%
▲ 8.70%
2
Buy
Jul 01, 2025
Apple
6.7%
▲ 1.02%
1
Open
Jul 01, 2025
Duke Energy
3.74%
▼ 1.33%
1
Open
Jul 01, 2025
Walt Disney
0%
▲ 3.13%
1
Open
Jun 25, 2025
Navitas Semiconductor
0%
▲ 1.65%
1
Open
Jun 05, 2025
SPDR Gold MiniShares Trust
0%
▼ 0.59%
1
Open
Jun 05, 2025
Whirlpool
0%
▲ 10.80%
3
Open
May 13, 2025
Stanley Black & Decker
0%
▼ 4.90%
1
Open
May 13, 2025
Caterpillar
0%
▲ 11.05%
1
Open
May 13, 2025
SoundHound AI, Inc Class A
0%
▲ 26.73%
1
Open
May 09, 2025
DuPont de Nemours
6.99%
▲ 12.88%
1
Open
May 06, 2025
Gilead Sciences
3.57%
▲ 4.84%
2
Buy
Apr 29, 2025
Bristol-Myers Squibb
4.45%
▼ 11.25%
2
Buy
Apr 29, 2025
Pfizer
3.22%
▲ 2.16%
2
Buy
Apr 29, 2025
Cal-Maine Foods
―
▲ 9.96%
2
Close
Apr 29, 2025
Dell Technologies
3.98%
▲ 23.27%
2
Buy
Apr 29, 2025
Uber Technologies
3.09%
▲ 25.36%
2
Buy
Apr 29, 2025
Rubrik, Inc. Class A
8.6%
▲ 33.86%
2
Buy
Apr 29, 2025
Salesforce
―
▼ 12.32%
2
Close
Apr 29, 2025