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Josh's target investmen - New Portfolio

Josh J.S. KIM

Josh's target investmen
Individual Investor
Ranked #208,422 out of 799,733 TipRanks' Investors
Success Rate
75%
12 out of 16
profitable transactions
Average Return
16.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 19.81%
6-Month Return▼ 2.92%
12-Month Return▼ 4.69%
YTD Return▼ 3.79%
Total Return▲ 21.47%

Best Trade

Opened at
Closed at-
Gain▲ 97.89%

Bio

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

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.73%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 0.81%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 0.83%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 1.87%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.39%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.03%
Apr 2025
▲ 14.92%
▲ 7.15%
▲ 10.01%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.73%
▲ 25.97%▲ 5.96%▲ 0.81%
▲ 5.41%▼ 2.41%▼ 0.83%
▲ 6.02%▲ 2.69%▼ 1.87%
▼ 12.86%▼ 1.27%▼ 3.74%
▼ 1.80%▼ 5.57%▼ 7.39%
▲ 1.76%▼ 0.87%▼ 0.03%
▲ 14.92%▲ 7.15%▲ 10.01%

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
▲ 10.30%
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%
▼ 35.78%
1
Open
Apr 15, 2024
ON Semiconductor
10%
▼ 31.57%
1
Open
Apr 15, 2024
Freeport-McMoRan
10%
▼ 10.78%
1
Open
Jul 25, 2023
TSMC
10%
▲ 97.89%
1
Open
Jul 25, 2023
iShares Semiconductor ETF
10%
▲ 33.78%
1
Open
Jun 01, 2023
Alphabet Class A
10%
▲ 34.97%
1
Open
Jun 01, 2023
Microsoft
10%
▲ 38.71%
1
Open
Jun 01, 2023
Apple
10%
▲ 18.48%
1
Open
Jun 01, 2023
Invesco QQQ Trust
10%
▲ 51.61%
1
Open
May 26, 2023
iShares MSCI USA Quality Factor ETF
10%
▲ 42.91%
1
Open
May 26, 2023