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Brokerage Account - 3077
- New Portfolio
Performance
Portfolio Details
Steve Kang
Brokerage Account - 3077
Individual Investor
Ranked #191,440 out of 730,435 TipRanks' Investors
Success Rate
52%
34 out of 66
profitable transactions
Average Return
11.51%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 3.15%
6-Month Return
▲ 28.91%
12-Month Return
▲ 32.55%
YTD Return
▲ 10.71%
Total Return
▲ 50.14%
Best Trade
Asset
Nvidia (NVDA)
Opened at
Feb 02, 2022
Closed at
-
Gain
▲ 242.94%
Bio
This is my investment portfolio. I am preparing regular source of income for my retirement.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
18.13%
0
-18.13%
▼ 4.52%
▼ 4.74%
▼ 7.64%
Sep 2023
▼ 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
▼ 18.13%
▼ 3.38%
▼ 4.92%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 7.64%
▼ 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%
▼ 18.13%
▼ 3.38%
▼ 4.92%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AAPL
Apple
―
▲ 8.63%
6
Close
Aug 16, 2022
MSFT
Microsoft
―
▲ 0.39%
5
Close
Aug 16, 2022
HAL
Halliburton
0.19%
▲ 19.90%
1
Buy
Feb 11, 2022
AMZN
Amazon
20.95%
▲ 17.61%
3
Buy
Feb 04, 2022
SSO
ProShares Ultra S&P 500
6.88%
▲ 10.07%
3
Buy
Feb 04, 2022
NVDA
Nvidia
24.92%
▲ 98.27%
8
Buy
Feb 04, 2022
QQQ
Invesco QQQ Trust
5.12%
▲ 9.99%
5
Buy
Feb 04, 2022
RA
Brookfield Real Assets Income Fund Inc of Benef. Interest
3.01%
▼ 18.68%
9
Buy
Feb 04, 2022
ALB
Albemarle
3.47%
▼ 15.66%
5
Buy
Feb 04, 2022
VOO
Vanguard S&P 500 ETF
5.58%
▲ 11.76%
2
Buy
Feb 04, 2022
NEE
NextEra Energy
4.03%
▼ 7.57%
4
Buy
Feb 02, 2022
IVV
iShares Core S&P 500 ETF
6.1%
▲ 11.57%
1
Buy
Feb 02, 2022
TTD
Trade Desk
10.05%
▲ 17.23%
1
Buy
Feb 02, 2022
SPY
SPDR S&P 500 ETF Trust
9.11%
▲ 6.22%
4
Buy
Feb 02, 2022
META
Meta Platforms
―
▲ 5.89%
2
Close
Jan 25, 2022
SPYG
SPDR Portfolio S&P 500 Growth ETF
―
▲ 18.22%
2
Close
Jan 25, 2022
A
Agilent
―
▼ 8.08%
2
Close
Jan 25, 2022
JNJ
Johnson & Johnson
―
▲ 0.16%
8
Close
Jan 25, 2022
XLK
Technology Select Sector SPDR Fund
―
▼ 0.74%
4
Close
Jan 25, 2022
ESGU
iShares ESG Aware MSCI USA ETF
―
▼ 3.45%
2
Close
Jan 25, 2022
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