tiprankstipranks

Brokerage Account - 3077 - New Portfolio

Steve Kang

Brokerage Account - 3077
Individual Investor
Ranked #190,057 out of 732,094 TipRanks' Investors
Success Rate
52%
34 out of 66
profitable transactions
Average Return
13.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.37%
6-Month Return▲ 26.95%
12-Month Return▲ 35.49%
YTD Return▲ 15.62%
Total Return▲ 56.81%

Best Trade

Opened at
Closed at-
Gain▲ 268.50%

Bio

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

Performance

14.08%0-14.08%
▼ 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
▼ 12.40%
▼ 4.03%
▼ 4.02%
Apr 2024
▲ 7.64%
▲ 1.85%
▲ 3.47%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 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%
▼ 12.40%▼ 4.03%▼ 4.02%
▲ 7.64%▲ 1.85%▲ 3.47%

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
0.17%
▲ 13.74%
1
Buy
Feb 11, 2022
Amazon
21.01%
▲ 26.11%
3
Buy
Feb 04, 2022
ProShares Ultra S&P 500
6.73%
▲ 13.37%
3
Buy
Feb 04, 2022
Nvidia
25.94%
▲ 109.13%
8
Buy
Feb 04, 2022
Invesco QQQ Trust
4.96%
▲ 12.28%
5
Buy
Feb 04, 2022
Brookfield Real Assets Income Fund Inc of Benef. Interest
2.89%
▼ 18.28%
9
Buy
Feb 04, 2022
Albemarle
3.64%
▼ 11.16%
5
Buy
Feb 04, 2022
Vanguard S&P 500 ETF
5.36%
▲ 13.55%
2
Buy
Feb 04, 2022
NextEra Energy
4%
▼ 4.77%
4
Buy
Feb 02, 2022
iShares Core S&P 500 ETF
5.86%
▲ 13.33%
1
Buy
Feb 02, 2022
Trade Desk
10.15%
▲ 24.62%
1
Buy
Feb 02, 2022
SPDR S&P 500 ETF Trust
8.74%
▲ 7.39%
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