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Kaizhi Long Term Porfolio - New Portfolio

Kaizhi Tang

Kaizhi Long Term Porfolio
Individual Investor
Ranked #576,766 out of 808,344 TipRanks' Investors
Success Rate
51%
201 out of 397
profitable transactions
Average Return
-3.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.09%
6-Month Return▲ 13.70%
12-Month Return▲ 39.82%
YTD Return▲ 15.75%
Total Return▲ 29.88%

Best Trade

Opened at
Closed at-
Gain▲ 184.17%

Bio

This is my long term portfolio and doing daily rebalance based on technical indicators.

Performance

13.92%0-13.92%
▲ 5.10%
▼ 2.41%
▲ 3.81%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.60%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 13.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 3.17%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.94%
May 2025
▲ 6.24%
▲ 5.14%
▲ 13.70%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 1.75%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 3.81%
▲ 6.03%▲ 2.69%▲ 6.60%
▼ 12.86%▼ 1.27%▲ 1.51%
▼ 1.80%▼ 5.57%▼ 13.15%
▲ 1.84%▼ 0.87%▼ 3.17%
▲ 12.20%▲ 6.28%▲ 9.94%
▲ 6.24%▲ 5.14%▲ 13.70%
▲ 13.92%▲ 0.69%▲ 1.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Matterport
▼ 33.74%
2
Close
Feb 27, 2025
CoStar Group
6.67%
▼ 8.78%
4
Open
Feb 27, 2025
MPLX
6.67%
▲ 102.08%
1
Open
Feb 14, 2022
BlackBerry
6.67%
▼ 57.79%
7
Sell
Feb 09, 2022
DraftKings
6.67%
▼ 9.24%
7
Sell
Feb 09, 2022
Ares Management
6.67%
▲ 139.16%
1
Open
Feb 09, 2022
Virgin Galactic Holdings
6.67%
▼ 98.28%
1
Open
Feb 09, 2022
Meta Platforms
6.67%
▲ 172.66%
5
Sell
Feb 09, 2022
Alibaba
6.67%
▼ 49.86%
3
Sell
Feb 09, 2022
SEI Investments Company
6.67%
▲ 57.62%
1
Open
Feb 09, 2022
Taboola.com
6.67%
▼ 49.51%
1
Open
Feb 09, 2022
Talkspace
6.67%
▼ 77.09%
3
Sell
Feb 09, 2022
General Motors
6.67%
▲ 18.04%
8
Sell
Feb 09, 2022
Opendoor Technologies
6.67%
▼ 90.10%
1
Open
Feb 09, 2022
Lyra Therapeutics
6.67%
▼ 96.47%
1
Open
Feb 09, 2022
Starbucks
▼ 5.08%
6
Close
Feb 09, 2022
Walt Disney
▼ 17.72%
6
Close
Feb 09, 2022
Dollar General
▲ 2.38%
7
Close
Feb 09, 2022
Amazon
▲ 1.99%
4
Close
Feb 09, 2022
United Airlines Holdings
▲ 1.74%
5
Close
Feb 09, 2022