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New Portfolio
- New Portfolio
Performance
Portfolio Details
leehun
New Portfolio
Individual Investor
Ranked #42,090 out of 729,459 TipRanks' Investors
Success Rate
61%
120 out of 196
profitable transactions
Average Return
24.22%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 3.00%
6-Month Return
▲ 17.46%
12-Month Return
▲ 16.47%
YTD Return
▲ 3.20%
Total Return
▲ 37.83%
Best Trade
Asset
Nvidia (NVDA)
Opened at
Jan 27, 2021
Closed at
-
Gain
▲ 516.99%
Bio
this is my first investment portfolio.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
16.69%
0
-16.69%
▼ 4.52%
▼ 4.74%
▼ 5.42%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.43%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.15%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.12%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.13%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.01%
Mar 2024
▼ 16.69%
▼ 5.34%
▼ 3.90%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 5.42%
▼ 6.45%
▼ 2.17%
▼ 2.43%
▲ 9.22%
▲ 9.13%
▲ 9.15%
▲ 5.14%
▲ 4.57%
▲ 4.64%
▼ 1.87%
▲ 1.59%
▲ 0.12%
▲ 14.08%
▲ 5.22%
▲ 4.13%
▲ 5.05%
▲ 3.27%
▲ 3.01%
▼ 16.69%
▼ 5.34%
▼ 3.90%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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GOOG
Alphabet Class C
0%
▲ 39.67%
1
Open
May 09, 2022
SOXX
iShares Semiconductor ETF
3.78%
▲ 39.12%
2
Buy
Nov 08, 2021
BLK
BlackRock
3.39%
▲ 1.22%
2
Buy
Nov 08, 2021
ARCC
Ares Capital
0.65%
▲ 136.42%
5
Buy
Nov 08, 2021
DIS
Walt Disney
2.3%
▼ 26.76%
4
Buy
Nov 08, 2021
AVGO
Broadcom
2.18%
▲ 112.21%
4
Open
Nov 08, 2021
LMT
Lockheed Martin
3.29%
▲ 10.72%
6
Buy
Nov 08, 2021
MSFT
Microsoft
7.15%
▲ 136.06%
7
Buy
Nov 08, 2021
HD
Home Depot
2.1%
▲ 14.89%
2
Buy
Nov 08, 2021
JPM
JPMorgan Chase & Co.
2.53%
▲ 12.70%
5
Open
Nov 08, 2021
COST
Costco
3.19%
▲ 78.84%
2
Buy
Nov 08, 2021
ASML
ASML Holding
0.93%
▲ 4.71%
1
Open
Nov 08, 2021
ZTS
Zoetis
1.3%
▼ 31.72%
1
Open
Nov 08, 2021
PYPL
PayPal Holdings
0.56%
▼ 57.24%
4
Buy
Nov 08, 2021
SPY
SPDR S&P 500 ETF Trust
7.13%
▲ 52.98%
5
Buy
Nov 08, 2021
TMO
Thermo Fisher
2.93%
▲ 1.43%
2
Buy
Nov 08, 2021
QQQ
Invesco QQQ Trust
2.61%
▲ 20.41%
2
Buy
Nov 08, 2021
ETSY
Etsy
0.89%
▼ 70.08%
2
Buy
Nov 08, 2021
QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
0.55%
▼ 62.20%
2
Sell
Nov 08, 2021
UNH
UnitedHealth
2.63%
▲ 9.95%
1
Open
Nov 08, 2021
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