New Portfolio - New Portfolio

Lee

New Portfolio
Individual Investor
Ranked #282,716 out of 794,584 TipRanks' Investors
Success Rate
47%
41 out of 87
profitable transactions
Average Return
6.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 23.62%
6-Month Return▼ 12.74%
12-Month Return▼ 5.54%
YTD Return▼ 24.60%
Total Return▲ 20.41%

Best Trade

Opened at
Closed at-
Gain▲ 378.85%

Bio

novice

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 22.71%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.02%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 12.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 14.80%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 12.99%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.62%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 26.01%▲ 5.96%▲ 22.71%
▲ 5.33%▼ 2.41%▼ 7.02%
▲ 5.87%▲ 2.69%▲ 12.48%
▼ 12.86%▼ 1.27%▼ 9.57%
▼ 1.80%▼ 5.57%▼ 14.80%
▼ 9.96%▼ 9.67%▼ 12.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vistra Energy
3.45%
▼ 16.99%
1
Open
Sep 28, 2024
Alarum Technologies
▼ 65.63%
2
Close
Sep 15, 2024
AppLovin
3.45%
▲ 160.04%
1
Open
Jul 10, 2024
Blue Bird
3.45%
▼ 32.59%
1
Open
Jul 10, 2024
Fiverr International
▼ 77.77%
2
Close
Jul 07, 2024
Asana
▼ 85.81%
2
Close
Jun 02, 2024
Data Storage
3.45%
▼ 52.46%
1
Open
Jun 02, 2024
TaskUs
▼ 79.91%
2
Close
May 26, 2024
Affirm Holdings
▼ 72.18%
2
Close
May 26, 2024
eXp World Holdings
▼ 72.39%
2
Close
May 26, 2024
DLocal
▼ 84.15%
2
Close
May 26, 2024
Snap
▼ 80.99%
2
Close
May 26, 2024
PayPal Holdings
▼ 49.89%
2
Close
May 26, 2024
Qifu Technology
▼ 3.35%
2
Close
May 26, 2024
Farfetch
▼ 99.97%
2
Close
May 26, 2024
Zeta Global Holdings Corp
3.45%
▼ 29.86%
1
Open
May 26, 2024
Upstart Holdings
3.45%
▼ 87.99%
1
Open
Oct 04, 2021
Nvidia
3.45%
▲ 192.81%
3
Open
Oct 04, 2021
Sprout Social
3.45%
▲ 16.07%
3
Open
Oct 04, 2021
Zoom Video Communications
▲ 92.04%
2
Close
Oct 04, 2021