tiprankstipranks

Brokerage Account - 3077 - New Portfolio

Steve Kang

Brokerage Account - 3077
Individual Investor
Ranked #191,440 out of 730,435 TipRanks' Investors
Success Rate
52%
34 out of 66
profitable transactions
Average Return
11.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.15%
6-Month Return▲ 28.91%
12-Month Return▲ 32.55%
YTD Return▲ 10.71%
Total Return▲ 50.14%

Best Trade

Opened at
Closed at-
Gain▲ 242.94%

Bio

This is my investment portfolio. I am preparing regular source of income for my retirement.

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 7.64%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.50%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.71%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.19%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.07%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.93%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 4.92%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 7.64%
▼ 6.45%▼ 2.17%▼ 4.50%
▲ 9.22%▲ 9.13%▲ 7.71%
▲ 5.14%▲ 4.57%▲ 6.19%
▼ 1.87%▲ 1.59%▲ 0.81%
▲ 14.08%▲ 5.22%▲ 10.07%
▲ 5.05%▲ 3.27%▲ 4.93%
▼ 18.13%▼ 3.38%▼ 4.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Apple
▲ 8.63%
6
Close
Aug 16, 2022
Microsoft
▲ 0.39%
5
Close
Aug 16, 2022
Halliburton
0.19%
▲ 19.90%
1
Buy
Feb 11, 2022
Amazon
20.95%
▲ 17.61%
3
Buy
Feb 04, 2022
ProShares Ultra S&P 500
6.88%
▲ 10.07%
3
Buy
Feb 04, 2022
Nvidia
24.92%
▲ 98.27%
8
Buy
Feb 04, 2022
Invesco QQQ Trust
5.12%
▲ 9.99%
5
Buy
Feb 04, 2022
Brookfield Real Assets Income Fund Inc of Benef. Interest
3.01%
▼ 18.68%
9
Buy
Feb 04, 2022
Albemarle
3.47%
▼ 15.66%
5
Buy
Feb 04, 2022
Vanguard S&P 500 ETF
5.58%
▲ 11.76%
2
Buy
Feb 04, 2022
NextEra Energy
4.03%
▼ 7.57%
4
Buy
Feb 02, 2022
iShares Core S&P 500 ETF
6.1%
▲ 11.57%
1
Buy
Feb 02, 2022
Trade Desk
10.05%
▲ 17.23%
1
Buy
Feb 02, 2022
SPDR S&P 500 ETF Trust
9.11%
▲ 6.22%
4
Buy
Feb 02, 2022
Meta Platforms
▲ 5.89%
2
Close
Jan 25, 2022
SPDR Portfolio S&P 500 Growth ETF
▲ 18.22%
2
Close
Jan 25, 2022
Agilent
▼ 8.08%
2
Close
Jan 25, 2022
Johnson & Johnson
▲ 0.16%
8
Close
Jan 25, 2022
Technology Select Sector SPDR Fund
▼ 0.74%
4
Close
Jan 25, 2022
iShares ESG Aware MSCI USA ETF
▼ 3.45%
2
Close
Jan 25, 2022