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220209 - New Portfolio

jeaheun

220209
Individual Investor
Ranked #237,531 out of 729,459 TipRanks' Investors
Success Rate
49%
132 out of 270
profitable transactions
Average Return
7.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.40%
6-Month Return▲ 22.68%
12-Month Return▲ 23.22%
YTD Return▲ 3.68%
Total Return▲ 13.78%

Best Trade

Opened at
Closed at-
Gain▲ 314.70%

Bio

me sa ki

Performance

16.69%0-16.69%
▼ 4.52%
▼ 4.74%
▼ 6.77%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 3.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 12.04%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.00%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.07%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.18%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 6.30%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.77%
▼ 6.45%▼ 2.17%▼ 3.44%
▲ 9.22%▲ 9.13%▲ 12.04%
▲ 5.14%▲ 4.57%▲ 6.00%
▼ 1.87%▲ 1.59%▲ 0.07%
▲ 14.08%▲ 5.22%▲ 7.17%
▲ 5.05%▲ 3.27%▲ 3.18%
▼ 16.69%▼ 5.34%▼ 6.30%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AbbVie
▲ 22.83%
6
Close
Jul 24, 2023
Apple
▲ 26.02%
14
Close
Jul 24, 2023
Vanguard S&P 500 ETF
2.58%
▲ 17.80%
7
Buy
Jul 22, 2022
Keysight Technologies
0.29%
▼ 21.29%
2
Buy
Feb 09, 2022
Microsoft
6.67%
▲ 28.10%
5
Buy
Feb 09, 2022
Salesforce
1.26%
▲ 7.41%
5
Buy
Feb 09, 2022
Bank of America
0.46%
▼ 13.64%
9
Buy
Feb 09, 2022
Fidelity MSCI Consumer Discretionary Index ETF
0.5%
▼ 7.90%
7
Sell
Feb 09, 2022
FIDELITY COVINGTON TRUST MSCI CONSUMER STAPLES INDEX ETF
0.46%
▲ 13.46%
6
Sell
Feb 09, 2022
Invesco NASDAQ 100 ETF
0.34%
▲ 16.24%
1
Open
Feb 09, 2022
SPDR Portfolio S&P 500 ETF
0.12%
▲ 13.21%
1
Open
Feb 09, 2022
Waste Management
1.1%
▲ 43.49%
4
Sell
Feb 09, 2022
Lululemon Athletica
1.18%
▲ 3.38%
4
Buy
Feb 09, 2022
Nvidia
13.3%
▲ 203.39%
10
Buy
Feb 09, 2022
Albemarle
0.45%
▼ 52.86%
7
Buy
Feb 09, 2022
American Tower
0.23%
▼ 30.43%
3
Buy
Feb 09, 2022
Prologis
0.21%
▼ 27.46%
2
Buy
Feb 09, 2022
Fortinet
1.8%
▲ 2.15%
8
Sell
Feb 09, 2022
Berkshire Hathaway B
9.65%
▲ 42.25%
7
Buy
Feb 09, 2022
InMode
0.17%
▼ 12.21%
12
Buy
Feb 09, 2022