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Lee's Port - New Portfolio

LEE OHSEONG

Lee's Port
Individual Investor
Ranked #7,040 out of 826,206 TipRanks' Investors
Success Rate
89%
445 out of 499
profitable transactions
Average Return
52.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.90%
6-Month Return▲ 34.09%
12-Month Return▲ 28.62%
YTD Return▲ 26.51%
Total Return▲ 76.76%

Best Trade

Opened at
Closed at-
Gain▲ 976.44%

Bio

Mixed portfolio of dividend stocks and growth stocks

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.62%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.72%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.14%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.44%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.42%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.23%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.00%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.62%
▲ 0.80%▼ 0.87%▼ 1.72%
▲ 11.63%▲ 6.28%▲ 7.14%
▲ 9.25%▲ 5.14%▲ 6.90%
▲ 7.60%▲ 2.30%▲ 1.44%
▲ 2.76%▲ 2.05%▲ 2.42%
▲ 12.88%▲ 3.56%▲ 8.23%
▲ 10.96%▲ 2.38%▲ 5.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UnitedHealth
1.15%
▲ 7.58%
9
Buy
Nov 01, 2025
SPDR Portfolio S&P 500 ETF
5.87%
▲ 49.04%
72
Buy
Oct 20, 2025
iShares Semiconductor ETF
2.52%
▲ 72.11%
15
Buy
Oct 15, 2025
VanEck Semiconductor ETF
3.65%
▲ 57.85%
35
Buy
Oct 15, 2025
Vanguard S&P 500 ETF
4.97%
▲ 36.44%
37
Buy
Oct 02, 2025
Invesco NASDAQ 100 ETF
3.36%
▲ 31.24%
36
Buy
Sep 24, 2025
Oneok
0.71%
▼ 10.49%
5
Buy
Sep 09, 2025
Costco
▼ 2.05%
4
Close
Jul 17, 2025
iShares Core Dividend Growth ETF
▲ 0.76%
4
Close
Jul 17, 2025
Schwab US Dividend Equity ETF
▲ 18.71%
81
Close
Jun 27, 2025
Novo Nordisk
▲ 1.36%
5
Close
Jun 13, 2025
Microsoft
10.65%
▲ 88.48%
23
Buy
Mar 19, 2025
Realty Income
▲ 4.05%
21
Close
Jul 17, 2024
Nvidia
44.44%
▲ 691.02%
12
Buy
Jun 10, 2024
Apple
8.78%
▲ 80.83%
18
Buy
Feb 02, 2024
Health Care Select Sector SPDR Fund
▲ 9.33%
15
Close
Jan 17, 2024
Vanguard Mega Cap Growth ETF
▲ 14.54%
4
Close
Jan 17, 2024
ASML Holding
5.33%
▲ 92.90%
28
Buy
Nov 28, 2023
Invesco QQQ Trust
▲ 7.45%
12
Close
Sep 29, 2023
Verizon
▼ 25.74%
2
Close
Jul 10, 2023