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New Portfolio - New Portfolio

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #3,125 out of 863,631 TipRanks' Investors
Success Rate
90%
526 out of 583
profitable transactions
Average Return
108.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.44%
6-Month Return▲ 28.16%
12-Month Return▲ 70.10%
YTD Return▲ 17.53%
Total Return▲ 281.09%

Best Trade

Opened at
Closed at-
Gain▲ 1762.72%

Bio

investment

Performance

21.09%0-21.09%
▲ 10.96%
▲ 2.38%
▲ 12.67%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.44%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.76%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.73%
Jan 2026
▼ 1.26%
▼ 0.86%
▼ 7.30%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 7.11%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 21.09%
Apr 2026
▲ 10.00%
▲ 3.75%
▲ 10.81%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 12.67%
▼ 3.68%▲ 0.19%▼ 3.44%
▼ 0.10%▲ 0.08%▲ 1.76%
▲ 4.06%▲ 1.47%▲ 1.73%
▼ 1.26%▼ 0.86%▼ 7.30%
▼ 0.25%▼ 4.94%▼ 7.11%
▲ 16.06%▲ 10.51%▲ 21.09%
▲ 10.00%▲ 3.75%▲ 10.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
36.58%
▲ 70.66%
146
Buy
May 14, 2026
Advanced Micro Devices
32.1%
▲ 291.84%
53
Buy
Apr 26, 2026
JPMorgan Chase
▲ 173.71%
3
Close
Apr 26, 2026
Microsoft
0.02%
▲ 97.23%
9
Sell
Apr 26, 2026
Walt Disney
0.01%
▼ 20.50%
45
Sell
Apr 26, 2026
ARK Space Exploration & Innovation ETF
0.01%
▲ 79.63%
8
Sell
Mar 30, 2026
Walmart
0.05%
▲ 32.97%
10
Sell
Mar 30, 2026
Alphabet Class C
19.82%
▲ 131.92%
60
Buy
Feb 22, 2026
Amazon
10.63%
▲ 60.68%
39
Buy
Feb 16, 2026
JPMorgan Equity Premium Income ETF
▲ 24.67%
13
Close
Jan 14, 2026
Vanguard High Dividend Yield Index ETF
▲ 42.42%
9
Close
Jan 07, 2026
PepsiCo
▼ 1.97%
21
Close
Jan 07, 2026
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