New Portfolio - New Portfolio

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #4,139 out of 766,001 TipRanks' Investors
Success Rate
86%
376 out of 440
profitable transactions
Average Return
63.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.53%
6-Month Return▲ 31.75%
12-Month Return▲ 53.60%
YTD Return▲ 39.06%
Total Return▲ 120.23%

Best Trade

Opened at
Closed at-
Gain▲ 1176.63%

Bio

investment

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.35%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.08%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.72%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.23%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 8.94%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.35%
▲ 11.46%▲ 5.06%▲ 2.89%
▼ 2.25%▲ 3.53%▲ 3.08%
▲ 25.72%▲ 1.21%▲ 4.84%
▼ 4.22%▲ 2.34%▲ 0.53%
▲ 7.82%▲ 2.10%▲ 6.72%
▲ 6.02%▼ 0.89%▲ 1.23%
▲ 5.59%▲ 5.20%▲ 8.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
4.32%
▲ 44.27%
20
Buy
Nov 02, 2024
Costco
▲ 168.09%
4
Close
Nov 02, 2024
Berkshire Hathaway B
▲ 105.06%
3
Close
Nov 02, 2024
Alphabet Class C
10.02%
▲ 28.66%
23
Buy
Oct 25, 2024
Tesla
44.47%
▲ 48.68%
96
Buy
Oct 25, 2024
PayPal Holdings
13.02%
▲ 35.02%
23
Buy
Oct 25, 2024
Rivian Automotive
0.85%
▲ 4.34%
1
Open
Oct 15, 2024
Amazon
10.16%
▲ 35.12%
26
Buy
Oct 14, 2024
HP
0.02%
▲ 36.06%
15
Sell
Sep 25, 2024
Johnson & Johnson
6.51%
▲ 4.63%
38
Buy
Sep 13, 2024
Charles Schwab
2.2%
▲ 24.36%
6
Buy
Sep 13, 2024
Bank of America
0.71%
▲ 64.08%
12
Buy
Sep 08, 2024
Alphabet Class A
▼ 4.47%
2
Close
Aug 20, 2024
Coca-Cola
0.12%
▲ 19.03%
18
Sell
Apr 23, 2024
PepsiCo
0.02%
▲ 1.16%
9
Sell
Apr 17, 2024
CoStar Group
▲ 5.71%
3
Close
Feb 24, 2024
Vanguard High Dividend Yield Index ETF
0.15%
▲ 25.78%
7
Buy
Feb 14, 2024
Walt Disney
1.29%
▼ 34.31%
38
Sell
Feb 08, 2024
AbbVie
0.15%
▲ 118.09%
8
Sell
Feb 04, 2024
Salesforce
▲ 34.31%
10
Close
Feb 02, 2024