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My Portfolio - New Portfolio

PerformancePortfolio Details

WonJe Lee

My Portfolio
Individual Investor
Ranked #290,718 out of 781,348 TipRanks' Investors
Success Rate
58%
49 out of 84
profitable transactions
Average Return
3.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.10%
6-Month Return▲ 36.84%
12-Month Return▲ 49.42%
YTD Return▲ 9.85%
Total Return▲ 5.13%

Best Trade

AssetPlanet Labs... (PL)
Opened at
Closed at-
Gain▲ 114.22%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 18.32%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 10.65%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.84%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 18.52%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 9.22%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 9.85%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.97%
▲ 8.13%▲ 1.21%▲ 18.32%
▼ 13.14%▲ 2.34%▲ 10.65%
▲ 2.93%▲ 2.10%▲ 3.07%
▲ 10.00%▼ 0.89%▼ 1.84%
▲ 26.04%▲ 5.96%▲ 18.52%
▲ 5.93%▼ 2.41%▼ 9.22%
▲ 6.90%▲ 1.96%▲ 9.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SBLK
Star Bulk Carriers
2.55%
▲ 6.56%
8
Open
Jan 16, 2025
PLTR
Palantir Technologies
6.58%
▲ 42.73%
8
Sell
Jan 16, 2025
AVGO
Broadcom
0%
▲ 3.34%
3
Sell
Jan 16, 2025
NVDA
Nvidia
90.5%
▲ 5.91%
10
Buy
Jan 14, 2025
AMZN
Amazon
0%
▲ 6.76%
7
Sell
Jan 09, 2025
NANC
Unusual Whales Subversive Democratic Trading ETF
―
▼ 1.90%
2
Close
Jan 09, 2025
WMT
Walmart
0%
▲ 14.63%
4
Sell
Dec 31, 2024
ARM
ARM Holdings PLC ADR
0%
▲ 5.28%
9
Sell
Dec 31, 2024
GOOGL
Alphabet Class A
0%
▲ 3.19%
3
Sell
Dec 31, 2024
BTC-USD
Bitcoin
―
▼ 7.15%
3
Close
Dec 27, 2024
AVAV
AeroVironment
―
▼ 6.58%
4
Close
Dec 26, 2024
TQQQ
ProShares UltraPro QQQ
―
▲ 2.13%
8
Close
Dec 26, 2024
MA
Mastercard
―
▲ 4.11%
4
Close
Dec 26, 2024
ETH-USD
Ethereum
―
▼ 9.38%
4
Close
Dec 19, 2024
SOL-USD
Solana
―
▼ 17.64%
3
Close
Dec 19, 2024
DOGE-USD
Dogecoin
―
▼ 23.23%
2
Close
Dec 19, 2024
NVDL
GraniteShares 1.5x Long NVDA Daily ETF
―
▲ 3.01%
7
Close
Dec 18, 2024
IT
Gartner
―
▼ 10.91%
3
Close
Dec 18, 2024
PAVE
Global X U.S. Infrastructure Development ETF
―
▼ 9.34%
3
Close
Dec 18, 2024
MSFL
GraniteShares 2x Long MSFT Daily ETF
―
▼ 8.50%
3
Close
Nov 01, 2024