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Josh's target investmen - New Portfolio

Josh J.S. KIM

Josh's target investmen
Individual Investor
Ranked #227,990 out of 822,855 TipRanks' Investors
Success Rate
75%
12 out of 16
profitable transactions
Average Return
33.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.26%
6-Month Return▲ 39.14%
12-Month Return▲ 11.77%
YTD Return▲ 14.68%
Total Return▲ 44.79%

Best Trade

Opened at
Closed at-
Gain▲ 187.48%

Bio

CPA in Korea RE investment management for 22 years Focus on growth and dividend portfolio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.25%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.42%
May 2025
▲ 9.25%
▲ 5.14%
▲ 11.62%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.39%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.01%
Sep 2025
▲ 0.54%
▼ 1.98%
▼ 1.72%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 7.39%
▲ 0.80%▼ 0.87%▲ 0.25%
▲ 11.63%▲ 6.28%▲ 8.42%
▲ 9.25%▲ 5.14%▲ 11.62%
▲ 7.60%▲ 2.30%▲ 1.29%
▲ 2.76%▲ 2.05%▲ 2.39%
▲ 12.88%▲ 3.56%▲ 6.01%
▲ 0.54%▼ 1.98%▼ 1.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X Robotics & Artificial Intelligence ETF
▲ 7.96%
2
Close
Apr 15, 2024
JPMorgan Equity Premium Income ETF
▲ 10.31%
2
Close
Apr 15, 2024
Ares Capital
▲ 15.33%
2
Close
Apr 15, 2024
Lattice Semiconductor
▼ 16.66%
2
Close
Apr 15, 2024
iShares India 50 ETF
▲ 9.12%
2
Close
Apr 15, 2024
Tower
▲ 1.80%
2
Close
Apr 15, 2024
STMicroelectronics
10%
▼ 32.21%
1
Open
Apr 15, 2024
ON Semiconductor
10%
▼ 30.32%
1
Open
Apr 15, 2024
Freeport-McMoRan
10%
▼ 3.76%
1
Open
Jul 25, 2023
TSMC
10%
▲ 187.48%
1
Open
Jul 25, 2023
iShares Semiconductor ETF
10%
▲ 71.46%
1
Open
Jun 01, 2023
Alphabet Class A
10%
▲ 92.53%
1
Open
Jun 01, 2023
Microsoft
10%
▲ 56.28%
1
Open
Jun 01, 2023
Apple
10%
▲ 37.71%
1
Open
Jun 01, 2023
Invesco QQQ Trust
10%
▲ 71.76%
1
Open
May 26, 2023
iShares MSCI USA Quality Factor ETF
10%
▲ 53.09%
1
Open
May 26, 2023