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New Portfolio - New Portfolio

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #6,254 out of 812,140 TipRanks' Investors
Success Rate
84%
466 out of 555
profitable transactions
Average Return
62.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.32%
6-Month Return▲ 9.91%
12-Month Return▲ 40.65%
YTD Return▲ 7.76%
Total Return▲ 146.04%

Best Trade

Opened at
Closed at-
Gain▲ 1451.81%

Bio

investment

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 2.56%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.62%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.10%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.53%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.08%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 2.89%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.27%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 2.56%
▼ 12.86%▼ 1.27%▼ 9.60%
▼ 1.80%▼ 5.57%▼ 6.62%
▲ 1.84%▼ 0.87%▲ 2.10%
▲ 12.20%▲ 6.28%▲ 13.53%
▲ 6.24%▲ 5.14%▲ 4.08%
▲ 27.86%▲ 2.30%▲ 2.89%
▲ 0.42%▲ 0.11%▲ 0.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
40.98%
▲ 33.53%
134
Sell
Jul 31, 2025
PepsiCo
4.94%
▼ 1.61%
18
Buy
Jul 03, 2025
Alphabet Class C
18.99%
▲ 23.61%
58
Buy
Jun 29, 2025
Walmart
0.27%
▲ 13.33%
8
Buy
Jun 25, 2025
Advanced Micro Devices
15.72%
▲ 50.44%
44
Buy
May 31, 2025
Amazon
14.52%
▲ 39.22%
35
Buy
May 16, 2025
Waste Management
0.02%
▲ 116.14%
2
Sell
May 13, 2025
Global X Lithium & Battery Tech ETF
0.01%
▲ 3.44%
2
Sell
May 13, 2025
Microsoft
1.23%
▲ 145.40%
8
Sell
May 01, 2025
Realty Income
▲ 23.68%
2
Close
Apr 29, 2025
Apple
0.02%
▲ 73.79%
24
Sell
Apr 29, 2025
Charles Schwab
▲ 37.20%
8
Close
Apr 29, 2025
Boeing
▲ 8.21%
14
Close
Mar 25, 2025
Johnson & Johnson
▲ 11.38%
50
Close
Mar 20, 2025
Rivian Automotive
▲ 7.62%
5
Close
Mar 20, 2025
Chevron
▲ 82.97%
5
Close
Mar 19, 2025
PayPal Holdings
0.01%
▲ 12.92%
25
Sell
Mar 13, 2025
JPMorgan Equity Premium Income ETF
0.32%
▲ 15.80%
12
Buy
Mar 06, 2025
Walt Disney
0.01%
▼ 21.68%
42
Sell
Feb 28, 2025
Bank of America
0.01%
▲ 68.08%
13
Sell
Feb 27, 2025