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New Portfolio - New Portfolio

PerformancePortfolio Details

Angela Ng

New Portfolio
Individual Investor
Ranked #40,063 out of 775,913 TipRanks' Investors
Success Rate
89%
25 out of 28
profitable transactions
Average Return
47.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.63%
6-Month Return▲ 25.85%
12-Month Return▲ 31.50%
YTD Return▲ 30.72%
Total Return▲ 47.91%

Best Trade

AssetKKR & Co (KKR)
Opened at
Closed at-
Gain▲ 162.95%

Bio

Follow me on Twitter! @angelajiayin

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.45%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.37%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 7.63%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.81%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.06%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 7.66%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.50%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.68%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.45%
▼ 2.25%▲ 3.53%▼ 1.37%
▲ 25.71%▲ 1.21%▲ 7.63%
▼ 4.22%▲ 2.34%▲ 0.81%
▲ 7.82%▲ 2.10%▲ 4.06%
▲ 5.38%▼ 0.89%▲ 7.66%
▲ 43.22%▲ 5.96%▲ 9.50%
▲ 3.34%▼ 1.56%▼ 5.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
―
▲ 2.10%
2
Close
Mar 03, 2023
GOOG
Alphabet Class C
―
▲ 4.35%
2
Close
Mar 03, 2023
NDAQ
Nasdaq
3.85%
▲ 42.48%
1
Open
Mar 03, 2023
BX
Blackstone Group
3.85%
▲ 97.11%
1
Open
Mar 03, 2023
CG
Carlyle Group
3.85%
▲ 51.12%
1
Open
Mar 03, 2023
KKR
KKR & Co
3.85%
▲ 162.95%
1
Open
Mar 03, 2023
TPG
TPG
3.85%
▲ 104.91%
1
Open
Mar 03, 2023
CME
CME Group
3.85%
▲ 37.85%
1
Open
Mar 03, 2023
BLK
BlackRock
3.85%
▲ 55.86%
1
Open
Mar 03, 2023
IVZ
Invesco
3.85%
▲ 5.89%
1
Open
Mar 03, 2023
MKTX
Marketaxess Holdings
3.85%
▼ 36.39%
1
Open
Mar 03, 2023
RJF
Raymond James Financial
3.85%
▲ 47.68%
1
Open
Mar 03, 2023
STT
State Street
3.85%
▲ 15.69%
1
Open
Mar 03, 2023
SCHW
Charles Schwab
3.85%
▼ 1.24%
1
Open
Mar 03, 2023
NTRS
Northern
3.85%
▲ 15.82%
1
Open
Mar 03, 2023
BN
Brookfield Corporation
3.85%
▲ 76.32%
1
Open
Mar 03, 2023
BAM
Brookfield Asset Management Ltd. Class A
3.85%
▲ 77.92%
1
Open
Mar 03, 2023
BEN
Franklin Resources
3.85%
▼ 24.53%
1
Open
Mar 03, 2023
TROW
T Rowe Price
3.85%
▲ 11.85%
1
Open
Mar 03, 2023
AB
AllianceBernstein
3.85%
▲ 10.57%
1
Open
Mar 03, 2023