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New Portfolio - New Portfolio

PerformancePortfolio Details

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #9,647 out of 786,879 TipRanks' Investors
Success Rate
79%
393 out of 497
profitable transactions
Average Return
58.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.04%
6-Month Return▲ 23.59%
12-Month Return▲ 37.20%
YTD Return▼ 0.51%
Total Return▲ 127.74%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1100.81%

Bio

investment

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.81%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.72%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 13.36%
Nov 2024
▲ 5.82%
▼ 2.41%
▲ 1.42%
Dec 2024
▲ 4.97%
▲ 2.69%
▲ 2.72%
Jan 2025
▼ 8.36%
▲ 1.31%
▼ 3.14%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.81%
▼ 13.14%▲ 2.34%▲ 0.52%
▲ 2.93%▲ 2.10%▲ 6.72%
▲ 9.99%▼ 0.89%▼ 0.27%
▲ 26.04%▲ 5.96%▲ 13.36%
▲ 5.82%▼ 2.41%▲ 1.42%
▲ 4.97%▲ 2.69%▲ 2.72%
▼ 8.36%▲ 1.31%▼ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSLA
Tesla
46.93%
▲ 53.00%
115
Buy
Feb 13, 2025
AMD
Advanced Micro Devices
8.57%
▲ 2.48%
37
Buy
Feb 08, 2025
GOOG
Alphabet Class C
11.3%
▲ 20.00%
38
Buy
Feb 08, 2025
WMT
Walmart
0.02%
▲ 8.66%
2
Buy
Feb 01, 2025
JNJ
Johnson & Johnson
3.18%
▲ 5.84%
47
Sell
Jan 31, 2025
BA
Boeing
1.45%
▲ 7.12%
8
Sell
Jan 28, 2025
DIS
Walt Disney
0.35%
▼ 25.26%
41
Buy
Jan 16, 2025
LIT
Global X Lithium & Battery Tech ETF
0.55%
▲ 3.39%
1
Open
Jan 06, 2025
KO
Coca-Cola
0.01%
▲ 28.25%
19
Sell
Jan 03, 2025
ABBV
AbbVie
―
▲ 98.11%
9
Close
Jan 03, 2025
JEPI
JPMorgan Equity Premium Income ETF
0.23%
▲ 19.56%
10
Buy
Jan 01, 2025
ABT
Abbott Laboratories
―
▲ 8.56%
6
Close
Dec 20, 2024
T
AT&T
―
▲ 34.16%
4
Close
Nov 21, 2024
HPQ
HP
―
▲ 40.08%
16
Close
Nov 21, 2024
RIVN
Rivian Automotive
1.1%
▲ 38.78%
2
Buy
Nov 17, 2024
ISRG
Intuitive Surgical
―
▲ 56.72%
12
Close
Nov 13, 2024
COST
Costco
―
▲ 168.09%
4
Close
Nov 02, 2024
BRK.B
Berkshire Hathaway B
―
▲ 105.06%
3
Close
Nov 02, 2024
PYPL
PayPal Holdings
9.98%
▲ 26.83%
23
Buy
Oct 25, 2024
AMZN
Amazon
9.11%
▲ 48.43%
26
Buy
Oct 14, 2024