tiprankstipranks

New Portfolio - New Portfolio

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #26,191 out of 733,923 TipRanks' Investors
Success Rate
68%
267 out of 394
profitable transactions
Average Return
30.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.76%
6-Month Return▲ 12.98%
12-Month Return▲ 31.97%
YTD Return▲ 6.23%
Total Return▲ 68.24%

Best Trade

Opened at
Closed at-
Gain▲ 681.55%

Bio

investment

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.10%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.97%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.53%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.47%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.11%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.35%
Apr 2024
▲ 6.35%
▲ 3.77%
▲ 0.49%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.10%
▲ 9.22%▲ 9.13%▲ 12.97%
▲ 5.14%▲ 4.57%▲ 4.53%
▼ 1.87%▲ 1.59%▼ 0.47%
▲ 14.08%▲ 5.22%▲ 7.57%
▲ 5.05%▲ 3.27%▲ 1.11%
▼ 12.40%▼ 4.03%▼ 2.35%
▲ 6.35%▲ 3.77%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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natwheyhar
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Tesla
33.95%
▼ 19.69%
74
Buy
Apr 25, 2024
Coca-Cola
0.2%
▲ 16.69%
18
Sell
Apr 23, 2024
Johnson & Johnson
10.35%
▲ 0.47%
37
Buy
Apr 18, 2024
PayPal Holdings
9.77%
▲ 7.26%
19
Buy
Apr 18, 2024
PepsiCo
0.03%
▲ 9.13%
9
Sell
Apr 17, 2024
Alphabet Class C
13.25%
▲ 28.37%
16
Buy
Apr 10, 2024
Advanced Micro Devices
4.14%
▲ 48.91%
19
Buy
Mar 27, 2024
CoStar Group
▲ 5.71%
3
Close
Feb 24, 2024
HP
1.44%
▲ 10.95%
12
Buy
Feb 15, 2024
Vanguard High Dividend Yield Index ETF
0.23%
▲ 12.06%
7
Buy
Feb 14, 2024
Walt Disney
2.25%
▼ 29.79%
38
Sell
Feb 08, 2024
AbbVie
0.2%
▲ 73.32%
8
Sell
Feb 04, 2024
Salesforce
▲ 34.31%
10
Close
Feb 02, 2024
JPMorgan Equity Premium Income ETF
0.43%
▲ 11.30%
9
Buy
Feb 01, 2024
Intuitive Surgical
0.06%
▲ 11.22%
11
Sell
Jan 17, 2024
Bank of America
0.96%
▲ 40.97%
11
Buy
Nov 02, 2023
Visa
0.04%
▲ 39.44%
16
Sell
Oct 11, 2023
Roundhill Ball Metaverse ETF
▼ 29.87%
2
Close
Sep 13, 2023
Nvidia
0.86%
▲ 509.37%
20
Sell
Sep 06, 2023
iShares Core Dividend Growth ETF
0.01%
▲ 17.52%
3
Sell
Jul 28, 2023