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New Portfolio - New Portfolio

lj0316lec@gmail.com

New Portfolio
Individual Investor
Ranked #90,895 out of 817,541 TipRanks' Investors
Success Rate
72%
61 out of 85
profitable transactions
Average Return
18.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.68%
6-Month Return▲ 33.48%
12-Month Return-
YTD Return▲ 29.47%
Total Return▲ 29.47%

Best Trade

Opened at
Closed at-
Gain▲ 228.98%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.11%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.55%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.16%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 1.05%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.28%
Aug 2025
▲ 5.74%
▲ 0.82%
▲ 2.52%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 3.11%
▲ 1.84%▼ 0.87%▲ 1.30%
▲ 12.20%▲ 6.28%▲ 13.55%
▲ 6.24%▲ 5.14%▲ 10.16%
▲ 27.87%▲ 2.30%▲ 1.05%
▲ 4.87%▲ 2.05%▲ 2.28%
▲ 5.74%▲ 0.82%▲ 2.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class C
3.86%
▲ 25.27%
2
Buy
Aug 24, 2025
Gilead Sciences
4.66%
▲ 6.18%
3
Buy
Aug 24, 2025
Merck & Company
2.72%
▼ 3.27%
2
Buy
Aug 24, 2025
Eli Lilly & Co
6.04%
▼ 4.23%
2
Buy
Aug 24, 2025
Micron
3.26%
▲ 30.78%
2
Buy
Aug 24, 2025
Dycom
2.03%
▲ 39.08%
2
Buy
Aug 24, 2025
Netflix
5.08%
▲ 16.77%
2
Buy
Aug 24, 2025
Capital One Financial
5.37%
▲ 16.06%
2
Buy
Aug 24, 2025
Cintas
1.63%
▼ 3.04%
2
Buy
Aug 24, 2025
DuPont de Nemours
0%
▲ 19.34%
2
Sell
Aug 24, 2025
Walt Disney
2.83%
▼ 1.00%
2
Buy
Aug 24, 2025
Flex
2.26%
▲ 6.88%
2
Buy
Aug 24, 2025
Amprius Technologies Inc
1.26%
▼ 2.43%
2
Buy
Aug 24, 2025
Howmet Aerospace
5.76%
▼ 0.06%
2
Buy
Aug 24, 2025
Copa Holdings
3.67%
▼ 0.55%
2
Buy
Aug 24, 2025
Amazon
1.92%
▲ 4.52%
1
Open
Aug 24, 2025
Planet Labs PBC
0%
▲ 28.31%
1
Open
Jul 19, 2025
Equifax
4.06%
▼ 4.38%
1
Open
Jul 06, 2025
Goldman Sachs Group
6.15%
▲ 17.43%
2
Buy
Jul 01, 2025
Apple
3.77%
▲ 12.89%
1
Open
Jul 01, 2025