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Lee's Port - New Portfolio

LEE OHSEONG

Lee's Port
Individual Investor
Ranked #6,762 out of 823,495 TipRanks' Investors
Success Rate
90%
442 out of 493
profitable transactions
Average Return
46.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.56%
6-Month Return▲ 36.09%
12-Month Return▲ 20.24%
YTD Return▲ 20.42%
Total Return▲ 68.24%

Best Trade

Opened at
Closed at-
Gain▲ 857.05%

Bio

Mixed portfolio of dividend stocks and growth stocks

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.62%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.72%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.14%
May 2025
▲ 9.25%
▲ 5.14%
▲ 6.90%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.44%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.42%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.23%
Sep 2025
▲ 3.56%
▼ 0.59%
▼ 0.06%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.62%
▲ 0.80%▼ 0.87%▼ 1.72%
▲ 11.63%▲ 6.28%▲ 7.14%
▲ 9.25%▲ 5.14%▲ 6.90%
▲ 7.60%▲ 2.30%▲ 1.44%
▲ 2.76%▲ 2.05%▲ 2.42%
▲ 12.88%▲ 3.56%▲ 8.23%
▲ 3.56%▼ 0.59%▼ 0.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Semiconductor ETF
2.49%
▲ 60.92%
15
Buy
Oct 15, 2025
VanEck Semiconductor ETF
3.64%
▲ 46.41%
35
Buy
Oct 15, 2025
UnitedHealth
1.07%
▲ 20.67%
5
Buy
Oct 11, 2025
Vanguard S&P 500 ETF
5.23%
▲ 32.47%
37
Buy
Oct 02, 2025
SPDR Portfolio S&P 500 ETF
6.11%
▲ 45.37%
71
Buy
Sep 29, 2025
Invesco NASDAQ 100 ETF
3.46%
▲ 24.78%
36
Buy
Sep 24, 2025
Oneok
0.8%
▼ 7.05%
5
Buy
Sep 09, 2025
Costco
▼ 2.05%
4
Close
Jul 17, 2025
iShares Core Dividend Growth ETF
▲ 0.76%
4
Close
Jul 17, 2025
Schwab US Dividend Equity ETF
▲ 18.71%
81
Close
Jun 27, 2025
Novo Nordisk
▲ 1.36%
5
Close
Jun 13, 2025
Microsoft
11.45%
▲ 86.93%
23
Buy
Mar 19, 2025
Realty Income
▲ 4.05%
21
Close
Jul 17, 2024
Nvidia
42.82%
▲ 603.28%
12
Buy
Jun 10, 2024
Apple
8.72%
▲ 65.71%
18
Buy
Feb 02, 2024
Health Care Select Sector SPDR Fund
▲ 9.33%
15
Close
Jan 17, 2024
Vanguard Mega Cap Growth ETF
▲ 14.54%
4
Close
Jan 17, 2024
ASML Holding
5.36%
▲ 78.79%
28
Buy
Nov 28, 2023
Invesco QQQ Trust
▲ 7.45%
12
Close
Sep 29, 2023
Verizon
▼ 25.74%
2
Close
Jul 10, 2023