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New Portfolio - New Portfolio

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #3,008 out of 851,108 TipRanks' Investors
Success Rate
91%
514 out of 568
profitable transactions
Average Return
87.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.26%
6-Month Return▲ 34.83%
12-Month Return▲ 44.32%
YTD Return▲ 3.02%
Total Return▲ 233.96%

Best Trade

Opened at
Closed at-
Gain▲ 1513.06%

Bio

investment

Performance

15.68%0-15.68%
▲ 9.25%
▲ 5.14%
▲ 4.02%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.89%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.62%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 15.68%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 12.67%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 3.44%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.73%
Dec 2025
▲ 5.17%
▲ 1.59%
▲ 3.02%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 4.02%
▲ 7.60%▲ 2.30%▲ 2.89%
▲ 2.76%▲ 2.05%▲ 3.62%
▲ 12.88%▲ 3.56%▲ 15.68%
▲ 10.96%▲ 2.38%▲ 12.67%
▼ 3.58%▲ 0.19%▼ 3.44%
▼ 0.10%▲ 0.08%▲ 1.73%
▲ 5.17%▲ 1.59%▲ 3.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JPMorgan Equity Premium Income ETF
▲ 23.75%
13
Close
Jan 14, 2026
Tesla
43.66%
▲ 77.33%
140
Buy
Jan 10, 2026
Vanguard High Dividend Yield Index ETF
▲ 42.42%
9
Close
Jan 07, 2026
PepsiCo
▼ 1.97%
21
Close
Jan 07, 2026
Amazon
10.91%
▲ 45.83%
37
Buy
Dec 26, 2025
Advanced Micro Devices
19.97%
▲ 121.30%
48
Buy
Dec 20, 2025
Alphabet Class C
22.61%
▲ 106.13%
59
Buy
Nov 15, 2025
Coca-Cola
▲ 34.51%
20
Close
Aug 21, 2025
Bank of America
▲ 78.59%
14
Close
Aug 21, 2025
Vanguard S&P 500 ETF
▲ 62.28%
3
Close
Aug 21, 2025
Waste Management
▲ 114.28%
3
Close
Aug 21, 2025
Apple
▲ 83.49%
25
Close
Aug 21, 2025
Visa
▲ 73.40%
17
Close
Aug 21, 2025
iShares Core Dividend Growth ETF
▲ 38.31%
4
Close
Aug 21, 2025
Schwab US Dividend Equity ETF
▲ 20.76%
5
Close
Aug 21, 2025
Walt Disney
▼ 20.91%
43
Close
Aug 14, 2025
PayPal Holdings
▲ 12.85%
27
Close
Aug 14, 2025
Global X Lithium & Battery Tech ETF
▲ 11.11%
3
Close
Aug 14, 2025
Walmart
0.15%
▲ 29.55%
9
Sell
Aug 13, 2025
Microsoft
0.77%
▲ 120.62%
8
Sell
May 01, 2025