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My Portfolio - New Portfolio

WonJe Lee

My Portfolio
Individual Investor
Ranked #185,662 out of 821,666 TipRanks' Investors
Success Rate
65%
78 out of 120
profitable transactions
Average Return
12.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.63%
6-Month Return▲ 86.78%
12-Month Return▲ 67.69%
YTD Return▲ 60.88%
Total Return▲ 53.59%

Best Trade

Opened at
Closed at
Gain▲ 212.84%

Bio

Performance

14.62%0-14.62%
▼ 6.38%
▼ 5.57%
▼ 9.73%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 6.52%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.62%
May 2025
▲ 9.25%
▲ 5.14%
▲ 13.49%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.49%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.17%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.18%
Sep 2025
▲ 1.27%
▲ 0.82%
▲ 2.72%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 9.73%
▲ 0.80%▼ 0.87%▲ 6.52%
▲ 11.63%▲ 6.28%▲ 14.62%
▲ 9.25%▲ 5.14%▲ 13.49%
▲ 7.60%▲ 2.30%▲ 6.49%
▲ 2.76%▲ 2.05%▲ 2.17%
▲ 12.88%▲ 3.56%▲ 6.18%
▲ 1.27%▲ 0.82%▲ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Parsons
14.06%
▲ 8.67%
2
Buy
Sep 24, 2025
Hexcel
0%
▲ 3.56%
3
Sell
Sep 19, 2025
707 Cayman Holdings Limited
0%
▼ 23.42%
4
Sell
Sep 19, 2025
Star Bulk Carriers
▲ 13.49%
15
Close
Sep 17, 2025
Planet Labs PBC
▲ 72.19%
7
Close
Sep 17, 2025
3M
▼ 0.85%
4
Close
Sep 17, 2025
Super Micro Computer
▼ 17.97%
6
Close
Aug 21, 2025
Coca-Cola
▲ 0.28%
3
Close
Aug 21, 2025
Amazon
▲ 5.64%
10
Close
Aug 14, 2025
Nvidia
▲ 34.73%
19
Close
Aug 14, 2025
Palantir Technologies
▲ 122.34%
12
Close
Aug 14, 2025
Walmart
▲ 19.07%
5
Close
Aug 14, 2025
ARM Holdings PLC ADR
▲ 0.59%
12
Close
Aug 14, 2025
Alphabet Class A
▲ 5.99%
4
Close
Aug 14, 2025
Broadcom
▲ 18.51%
6
Close
Aug 14, 2025
Alibaba
▲ 5.07%
3
Close
Aug 14, 2025
Citigroup
▲ 26.60%
3
Close
Aug 14, 2025
Boeing
▲ 12.29%
3
Close
Aug 14, 2025
American Express
▲ 4.17%
3
Close
Aug 14, 2025
Palo Alto Networks
▼ 5.69%
3
Close
Aug 14, 2025