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New Portfolio - New Portfolio

Kay Gee

New Portfolio
Individual Investor
Ranked #101,603 out of 861,878 TipRanks' Investors
Success Rate
63%
130 out of 206
profitable transactions
Average Return
43.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.95%
6-Month Return▲ 6.12%
12-Month Return▲ 24.15%
YTD Return▲ 4.23%
Total Return▲ 49.57%

Best Trade

Opened at
Closed at-
Gain▲ 623.46%

Bio

Portfolio outside of 401K to support retirement expected to be in 2031 - 2033 timeframe.

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 3.06%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.50%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.36%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.91%
Jan 2026
▼ 1.28%
▼ 0.86%
▼ 1.58%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.49%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.48%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 2.24%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 3.06%
▼ 3.68%▲ 0.19%▼ 0.50%
▼ 0.10%▲ 0.08%▲ 0.36%
▲ 4.06%▲ 1.47%▲ 0.91%
▼ 1.28%▼ 0.86%▼ 1.58%
▲ 0.52%▼ 4.94%▼ 4.49%
▲ 16.06%▲ 10.51%▲ 7.48%
▲ 7.56%▲ 2.64%▲ 2.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AstraZeneca
▲ 79.33%
2
Close
Jan 30, 2026
AstraZeneca
0.42%
▼ 1.24%
1
Open
Jan 30, 2026
TotalEnergies
▲ 62.04%
2
Close
Aug 12, 2025
Ebix
▼ 99.89%
2
Close
Aug 30, 2024
Panasonic
▼ 18.67%
2
Close
Apr 01, 2024
Broadcom
4.28%
▲ 487.31%
2
Buy
Nov 21, 2023
VMware
▲ 10.01%
2
Close
Nov 21, 2023
Triton International
▲ 62.28%
2
Close
Sep 27, 2023
Brookfield Infrastructure
0%
0.00%
1
Open
Sep 27, 2023
Zynga
▼ 0.98%
4
Close
May 20, 2022
Take-Two
0.15%
▲ 89.85%
1
Open
May 20, 2022
Pinterest
0.12%
▼ 49.00%
2
Buy
Jan 05, 2022
Uber Technologies
0.39%
▲ 74.49%
1
Open
Jan 05, 2022
Block
0.27%
▼ 58.81%
3
Buy
Jan 05, 2022
Canopy Growth
0.01%
▼ 99.13%
3
Buy
Jan 05, 2022
Advanced Micro Devices
2.39%
▲ 336.24%
3
Buy
Jan 05, 2022
Amazon
2.47%
▲ 67.56%
2
Buy
Jan 05, 2022
Intel
0.71%
▲ 138.98%
2
Sell
Jan 05, 2022
Intuit
0.29%
▼ 28.73%
2
Buy
Jan 05, 2022
Verizon
0.17%
▲ 16.50%
1
Open
Jan 05, 2022