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New Portfolio - New Portfolio

PerformancePortfolio Details

SB LEE

New Portfolio
Individual Investor
Ranked #132,114 out of 757,103 TipRanks' Investors
Success Rate
61%
446 out of 736
profitable transactions
Average Return
9.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.37%
6-Month Return▲ 9.03%
12-Month Return▲ 18.22%
YTD Return▲ 10.87%
Total Return▲ 389.86%

Best Trade

AssetBioNano Gen... (BNGO)
Opened at
Closed at
Gain▲ 541.26%

Bio

This my portfolio.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 13.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.47%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.51%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.19%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.23%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.79%
Aug 2024
▼ 1.18%
▼ 0.15%
▲ 2.61%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 13.19%
▲ 5.05%▲ 3.27%▼ 2.47%
▼ 12.40%▼ 4.03%▼ 7.51%
▲ 11.46%▲ 5.06%▼ 1.65%
▼ 2.25%▲ 3.53%▲ 2.19%
▲ 25.76%▲ 1.21%▲ 7.23%
▼ 4.21%▲ 2.34%▲ 2.79%
▼ 1.18%▼ 0.15%▲ 2.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSTR
Microstrategy
11.29%
▼ 9.82%
3
Buy
Aug 20, 2024
TSLA
Tesla
42.98%
▲ 23.45%
29
Sell
Aug 19, 2024
ITI
Iteris
―
▲ 51.67%
7
Close
Aug 09, 2024
EVH
Evolent Health
―
▲ 13.06%
2
Close
Aug 09, 2024
HLIT
Harmonic
―
▲ 16.22%
8
Close
Aug 02, 2024
IAS
Integral Ad Science
―
▲ 11.08%
2
Close
Aug 02, 2024
INDV
Indivior
3.04%
▼ 33.65%
2
Buy
Jul 19, 2024
SRAD
Sportradar Group AG
―
▲ 10.95%
10
Close
Jul 17, 2024
ZETA
Zeta Global Holdings Corp
―
▲ 12.90%
4
Close
Jul 17, 2024
ESPR
Esperion
―
▼ 3.16%
11
Close
Jul 05, 2024
CPAY
Corpay Inc
―
▲ 8.34%
2
Close
Jul 05, 2024
PLX
Protalix
0.97%
▼ 7.37%
8
Buy
Jun 28, 2024
TTI
Tetra Technologies
0.56%
▼ 17.05%
4
Buy
Jun 28, 2024
LZ
LegalZoom
0.56%
▼ 32.76%
8
Buy
Jun 28, 2024
S
SentinelOne
0%
▲ 44.61%
2
Sell
Jun 25, 2024
ADSK
Autodesk
―
▲ 11.61%
7
Close
Jun 18, 2024
BMRN
BioMarin Pharmaceutical
―
▲ 1.61%
4
Close
Jun 12, 2024
DV
DoubleVerify Holdings
―
▼ 40.19%
3
Close
Jun 06, 2024
AMZN
Amazon
―
▲ 24.82%
3
Close
Jun 05, 2024
GOOGL
Alphabet Class A
23.06%
▼ 0.72%
3
Open
Apr 04, 2024