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Lee's Port - New Portfolio

LEE OHSEONG

Lee's Port
Individual Investor
Ranked #7,666 out of 859,299 TipRanks' Investors
Success Rate
90%
496 out of 553
profitable transactions
Average Return
54.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.09%
6-Month Return▲ 11.54%
12-Month Return▲ 53.70%
YTD Return▲ 8.37%
Total Return▲ 90.33%

Best Trade

Opened at
Closed at-
Gain▲ 957.31%

Bio

Mixed portfolio of dividend stocks and growth stocks

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.23%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.95%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.47%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.25%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.01%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.48%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 11.09%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 8.23%
▲ 10.96%▲ 2.38%▲ 4.95%
▼ 3.68%▲ 0.19%▼ 1.14%
▼ 0.10%▲ 0.08%▲ 0.47%
▲ 4.06%▲ 1.47%▲ 4.25%
▼ 1.12%▼ 0.86%▼ 1.01%
▲ 0.60%▼ 4.94%▼ 5.48%
▲ 12.62%▲ 7.63%▲ 11.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Semiconductor ETF
3.59%
▲ 94.72%
22
Buy
Mar 31, 2026
Invesco NASDAQ 100 ETF
3.8%
▲ 28.01%
45
Buy
Mar 31, 2026
State Street SPDR Portfolio S&P 500 ETF
6.36%
▲ 46.28%
85
Buy
Mar 28, 2026
Vanguard S&P 500 ETF
5.91%
▲ 32.99%
47
Buy
Mar 28, 2026
VanEck Semiconductor ETF
4.71%
▲ 88.27%
40
Buy
Mar 28, 2026
Microsoft
8.02%
▲ 41.15%
27
Buy
Mar 23, 2026
SPDR Gold MiniShares Trust
▲ 2.07%
4
Close
Jan 07, 2026
Oneok
▲ 0.86%
6
Close
Jan 02, 2026
UnitedHealth
1.11%
▼ 0.63%
11
Buy
Dec 17, 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
Realty Income
▲ 4.05%
21
Close
Jul 17, 2024
Nvidia
41.55%
▲ 676.96%
12
Buy
Jun 10, 2024
Apple
8.1%
▲ 78.53%
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
7.36%
▲ 170.16%
28
Buy
Nov 28, 2023
Invesco QQQ Trust
▲ 7.45%
12
Close
Sep 29, 2023