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Overall - New Portfolio

kelvin gogo

Overall
Individual Investor
Ranked #351,254 out of 800,430 TipRanks' Investors
Success Rate
50%
616 out of 1235
profitable transactions
Average Return
6.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.88%
6-Month Return▼ 6.84%
12-Month Return▲ 22.58%
YTD Return▼ 4.71%
Total Return▼ 0.67%

Best Trade

Opened at
Closed at-
Gain▲ 611.89%

Bio

Portfolio size of 200 - 250 stocks and select my picks from paid expert subscriptions. Recently purged all Chinese related stocks. I maintain a 15% exposure to Gold, with a leaning towards, Biotech, Tech and Financing. Going to give Bitcoin a look.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.16%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 23.85%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.04%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.96%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.51%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 8.11%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.16%
▲ 25.97%▲ 5.96%▲ 23.85%
▲ 5.42%▼ 2.41%▼ 4.04%
▲ 6.01%▲ 2.69%▲ 6.32%
▼ 12.86%▼ 1.27%▼ 10.18%
▼ 1.80%▼ 5.57%▼ 9.96%
▲ 1.76%▼ 0.87%▲ 2.51%
▲ 11.20%▲ 5.11%▲ 8.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sea
▼ 17.11%
6
Close
Feb 14, 2024
Profire Energy
▼ 31.68%
2
Close
Feb 14, 2024
Yalla Group
▼ 18.31%
2
Close
Feb 14, 2024
Allbirds
▼ 22.40%
2
Close
Feb 14, 2024
Applied Optoelectronics
0%
▼ 18.25%
1
Open
Feb 14, 2024
BWX Technologies
0%
▲ 25.51%
1
Open
Feb 14, 2024
Opera
0%
▲ 63.34%
1
Open
Feb 14, 2024
Upwork
0%
▲ 6.43%
1
Open
Feb 14, 2024
Vertiv Holdings
0%
▲ 59.73%
1
Open
Feb 14, 2024
Aurora Innovation
0%
▲ 84.19%
1
Open
Feb 14, 2024
Liberty Oilfield Services
▲ 50.65%
2
Close
Jan 27, 2024
Forge Global Holdings
▼ 47.67%
2
Close
Jan 27, 2024
Inter & Company Incorporation Class A
▼ 9.26%
2
Close
Jan 27, 2024
Applied Therapeutics
0%
▼ 87.43%
1
Open
Jan 27, 2024
Couchbase
0%
▼ 27.14%
1
Open
Jan 27, 2024
Denison Mines
0%
▼ 22.05%
1
Open
Jan 27, 2024
iShares Biotechnology ETF
0%
▼ 11.17%
1
Open
Jan 27, 2024
Savara
0%
▼ 41.68%
1
Open
Jan 27, 2024
WisdomTree Cybersecurity Fund
0%
▲ 11.65%
1
Open
Jan 27, 2024
Sprinklr
0%
▼ 38.08%
1
Open
Jan 27, 2024