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New Portfolio - New Portfolio

PerformancePortfolio Details

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #7,213 out of 783,334 TipRanks' Investors
Success Rate
81%
389 out of 482
profitable transactions
Average Return
60.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.67%
6-Month Return▲ 26.87%
12-Month Return▲ 44.75%
YTD Return▲ 1.61%
Total Return▲ 131.86%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 969.79%

Bio

investment

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.08%
Jun 2024
▲ 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
▲ 5.93%
▼ 2.41%
▲ 1.10%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 1.61%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.08%
▲ 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%
▲ 5.93%▼ 2.41%▲ 1.10%
▲ 2.91%▲ 3.15%▲ 1.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AMD
Advanced Micro Devices
7.78%
▲ 6.29%
33
Buy
Jan 28, 2025
JNJ
Johnson & Johnson
3.73%
▲ 2.45%
46
Sell
Jan 28, 2025
GOOG
Alphabet Class C
9.98%
▲ 29.99%
34
Buy
Jan 28, 2025
TSLA
Tesla
48.13%
▲ 70.78%
108
Buy
Jan 28, 2025
BA
Boeing
1.32%
▲ 0.87%
8
Sell
Jan 28, 2025
DIS
Walt Disney
0.34%
▼ 23.36%
41
Buy
Jan 16, 2025
LIT
Global X Lithium & Battery Tech ETF
0.51%
▼ 0.39%
1
Open
Jan 06, 2025
KO
Coca-Cola
0.01%
▲ 17.00%
19
Sell
Jan 03, 2025
ABBV
AbbVie
―
▲ 98.11%
9
Close
Jan 03, 2025
JEPI
JPMorgan Equity Premium Income ETF
0.22%
▲ 19.09%
10
Buy
Jan 01, 2025
ABT
Abbott Laboratories
―
▲ 8.56%
6
Close
Dec 20, 2024
WMT
Walmart
0.01%
▲ 5.70%
1
Open
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
0.94%
▲ 22.85%
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
11.11%
▲ 44.38%
23
Buy
Oct 25, 2024
AMZN
Amazon
9.03%
▲ 53.87%
26
Buy
Oct 14, 2024