tiprankstipranks

New Portfolio - New Portfolio

Kay Gee

New Portfolio
Individual Investor
Ranked #169,465 out of 732,319 TipRanks' Investors
Success Rate
57%
116 out of 205
profitable transactions
Average Return
6.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.32%
6-Month Return▲ 21.63%
12-Month Return▲ 26.88%
YTD Return▲ 6.90%
Total Return▲ 9.93%

Best Trade

Opened at
Closed at-
Gain▲ 296.17%

Bio

Portfolio outside of 401K to support retirement expected to be in 2031 - 2033 timeframe.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.51%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.34%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.06%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.64%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.39%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.95%
Apr 2024
▲ 8.77%
▲ 2.91%
▲ 2.03%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.51%
▲ 9.22%▲ 9.13%▲ 11.34%
▲ 5.14%▲ 4.57%▲ 7.06%
▼ 1.87%▲ 1.59%▲ 0.84%
▲ 14.08%▲ 5.22%▲ 2.64%
▲ 5.05%▲ 3.27%▲ 5.39%
▼ 12.40%▼ 4.03%▼ 3.95%
▲ 8.77%▲ 2.91%▲ 2.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Panasonic
▼ 18.67%
2
Close
Apr 01, 2024
Broadcom
1.76%
▲ 75.38%
2
Buy
Nov 21, 2023
VMware
▲ 10.01%
2
Close
Nov 21, 2023
Triton International
▲ 62.28%
2
Close
Sep 27, 2023
Brookfield Infrastructure
0%
0.00%
1
Open
Sep 27, 2023
Zynga
▼ 0.98%
4
Close
May 20, 2022
Take-Two
0.14%
▲ 27.75%
1
Open
May 20, 2022
Pinterest
0.32%
▼ 0.78%
2
Buy
Jan 05, 2022
Uber Technologies
0.49%
▲ 65.38%
1
Open
Jan 05, 2022
Block
0.35%
▼ 59.54%
3
Buy
Jan 05, 2022
Canopy Growth
0.03%
▼ 92.39%
3
Buy
Jan 05, 2022
Advanced Micro Devices
1.1%
▲ 49.30%
3
Buy
Jan 05, 2022
Amazon
2.32%
▲ 15.95%
2
Buy
Jan 05, 2022
Intel
0.24%
▼ 41.13%
2
Sell
Jan 05, 2022
Intuit
0.64%
▲ 12.48%
2
Buy
Jan 05, 2022
Verizon
0.2%
▼ 14.82%
1
Open
Jan 05, 2022
PayPal Holdings
0.32%
▼ 69.86%
2
Buy
Jan 05, 2022
Netflix
1.16%
▲ 11.96%
2
Buy
Jan 05, 2022
ServiceNow
1.59%
▲ 40.09%
2
Buy
Jan 05, 2022
Cisco Systems
▲ 16.20%
2
Close
Jan 05, 2022