New Portfolio - New Portfolio

jung

New Portfolio
Individual Investor
Ranked #1,683 out of 627,489 TipRanks' Investors
Success Rate
92%
70 out of 76
profitable transactions
Average Return
35.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.86%
6-Month Return▲ 15.81%
12-Month Return▼ 4.71%
YTD Return▲ 4.19%
Total Return▲ 75.63%

Best Trade

Opened at
Closed at-
Gain▲ 150.60%

Bio

jung portpolio

Performance

21.21%0-21.21%
Aug 2022
Sep 2022
Oct 2022
Nov 2022
Dec 2022
Jan 2023
Feb 2023
Mar 2023
TipRanks AverageS&P 500Investor Portfolio
▼ 5.22%▼ 4.08%▼ 3.68%
▼ 14.21%▼ 9.24%▼ 9.93%
▼ 2.92%▲ 8.13%▲ 10.81%
▲ 6.21%▲ 5.56%▲ 8.37%
▼ 11.62%▼ 5.76%▼ 5.53%
▲ 21.21%▲ 6.29%▲ 5.43%
▼ 2.73%▼ 2.51%▼ 0.57%
▲ 3.82%▲ 0.25%▼ 0.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Coca-Cola
1.72%
▲ 36.14%
2
Buy
Sep 15, 2020
Applied Materials
1.78%
▲ 84.48%
2
Sell
Sep 15, 2020
AT&T
0.14%
▼ 0.95%
3
Open
Sep 15, 2020
Automatic Data Processing
3.83%
▲ 62.92%
2
Buy
Sep 15, 2020
Altria Group
1.7%
▲ 30.81%
3
Buy
Sep 15, 2020
Nvidia
17.54%
▲ 112.79%
2
Buy
Sep 15, 2020
Lowe's
2.82%
▲ 16.80%
1
Open
Sep 15, 2020
S&P Global
3.49%
▼ 4.32%
1
Open
Sep 15, 2020
Merck & Company
1.56%
▲ 41.68%
1
Open
Sep 15, 2020
Lockheed Martin
7.07%
▲ 32.69%
3
Sell
Sep 15, 2020
Alphabet Class A
12.56%
▲ 59.52%
5
Buy
Sep 15, 2020
Amazon
▼ 4.72%
2
Close
Sep 15, 2020
PNC Financial
▲ 3.93%
2
Close
Sep 15, 2020
Microsoft
7.1%
▲ 50.43%
2
Buy
Aug 18, 2020
NextEra Energy
2.7%
▲ 13.21%
1
Open
Aug 18, 2020
Realty Income
0.91%
▲ 40.49%
2
Sell
Aug 18, 2020
JPMorgan Chase & Co.
2.23%
▲ 42.23%
3
Buy
Aug 18, 2020
Federal Realty
1.52%
▲ 37.88%
2
Buy
Aug 18, 2020
Visa
3.29%
▲ 12.99%
1
Open
Aug 18, 2020
Broadcom
▲ 28.55%
2
Close
Aug 18, 2020