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My Portfolio - New Portfolio

WonJe Lee

My Portfolio
Individual Investor
Ranked #206,362 out of 804,570 TipRanks' Investors
Success Rate
60%
59 out of 98
profitable transactions
Average Return
6.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.09%
6-Month Return▲ 21.84%
12-Month Return▲ 73.14%
YTD Return▲ 26.71%
Total Return▲ 20.98%

Best Trade

Opened at
Closed at-
Gain▲ 130.73%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 18.52%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 9.44%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 10.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.73%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 6.52%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 14.62%
May 2025
▼ 1.39%
▲ 1.13%
▲ 6.07%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 18.52%
▲ 5.10%▼ 2.41%▼ 9.44%
▲ 6.03%▲ 2.69%▲ 10.44%
▼ 12.86%▼ 1.27%▼ 1.85%
▼ 1.80%▼ 5.57%▼ 9.73%
▲ 1.83%▼ 0.87%▲ 6.52%
▲ 12.21%▲ 6.28%▲ 14.62%
▼ 1.39%▲ 1.13%▲ 6.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
0%
▲ 13.41%
18
Sell
May 20, 2025
Planet Labs PBC
0.07%
▲ 37.11%
4
Buy
May 20, 2025
Palantir Technologies
10.21%
▲ 84.39%
10
Buy
May 20, 2025
Citigroup
9.33%
▲ 3.36%
1
Open
May 20, 2025
Boeing
11.82%
▼ 4.30%
1
Open
May 20, 2025
American Express
8.88%
▲ 0.82%
1
Open
May 20, 2025
Apple
1.54%
▲ 1.35%
3
Open
May 13, 2025
Invesco QQQ Trust
31.34%
▲ 2.18%
1
Open
May 13, 2025
SPDR S&P 500 ETF Trust
26.51%
▲ 1.57%
1
Open
May 13, 2025
Star Bulk Carriers
0.24%
▲ 8.30%
10
Sell
Mar 07, 2025
Alibaba
0%
▼ 2.90%
2
Sell
Mar 07, 2025
Broadcom
0%
▲ 8.08%
3
Sell
Jan 16, 2025
Amazon
0%
▲ 3.63%
7
Sell
Jan 09, 2025
Unusual Whales Subversive Democratic Trading ETF
▼ 1.90%
2
Close
Jan 09, 2025
Walmart
0%
▲ 16.53%
4
Sell
Dec 31, 2024
ARM Holdings PLC ADR
0%
▲ 2.19%
9
Sell
Dec 31, 2024
Alphabet Class A
0%
▼ 12.97%
3
Sell
Dec 31, 2024
Bitcoin
▼ 7.15%
3
Close
Dec 27, 2024
AeroVironment
▼ 6.58%
4
Close
Dec 26, 2024
ProShares UltraPro QQQ
▲ 2.13%
8
Close
Dec 26, 2024