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New Portfolio - New Portfolio

PerformancePortfolio Details

Lee

New Portfolio
Individual Investor
Ranked #194,234 out of 788,370 TipRanks' Investors
Success Rate
52%
45 out of 87
profitable transactions
Average Return
23.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.58%
6-Month Return▲ 27.44%
12-Month Return▲ 23.46%
YTD Return▲ 3.24%
Total Return▲ 65.53%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 582.52%

Bio

novice

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 4.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 5.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.62%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 22.71%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.65%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 9.60%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 5.81%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 4.30%
▼ 13.14%▲ 2.34%▲ 5.48%
▲ 2.93%▲ 2.10%▲ 2.62%
▲ 9.99%▼ 0.89%▲ 3.32%
▲ 26.03%▲ 5.96%▲ 22.71%
▲ 5.97%▼ 2.41%▼ 6.65%
▲ 5.25%▲ 2.69%▲ 9.60%
▼ 9.08%▲ 1.42%▼ 5.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VST
Vistra Energy
3.45%
▲ 27.12%
1
Open
Sep 28, 2024
ALAR
Alarum Technologies
―
▼ 65.63%
2
Close
Sep 15, 2024
APP
AppLovin
3.45%
▲ 392.31%
1
Open
Jul 10, 2024
BLBD
Blue Bird
3.45%
▼ 27.08%
1
Open
Jul 10, 2024
FVRR
Fiverr International
―
▼ 77.77%
2
Close
Jul 07, 2024
ASAN
Asana
―
▼ 85.81%
2
Close
Jun 02, 2024
DTST
Data Storage
3.45%
▼ 45.65%
1
Open
Jun 02, 2024
TASK
TaskUs
―
▼ 79.91%
2
Close
May 26, 2024
AFRM
Affirm Holdings
―
▼ 72.18%
2
Close
May 26, 2024
EXPI
eXp World Holdings
―
▼ 72.39%
2
Close
May 26, 2024
DLO
DLocal
―
▼ 84.15%
2
Close
May 26, 2024
SNAP
Snap
―
▼ 80.99%
2
Close
May 26, 2024
PYPL
PayPal Holdings
―
▼ 49.89%
2
Close
May 26, 2024
QFIN
Qifu Technology
―
▼ 3.35%
2
Close
May 26, 2024
FTCHQ
Farfetch
―
▼ 99.97%
2
Close
May 26, 2024
ZETA
Zeta Global Holdings Corp
3.45%
▲ 20.17%
1
Open
May 26, 2024
UPST
Upstart Holdings
3.45%
▼ 75.23%
1
Open
Oct 04, 2021
NVDA
Nvidia
3.45%
▲ 294.65%
3
Open
Oct 04, 2021
SPT
Sprout Social
3.45%
▲ 19.73%
3
Open
Oct 04, 2021
ZM
Zoom Video Communications
―
▲ 92.04%
2
Close
Oct 04, 2021