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Josh's target investmen - New Portfolio

PerformancePortfolio Details

Josh J.S. KIM

Josh's target investmen
Individual Investor
Ranked #208,156 out of 784,572 TipRanks' Investors
Success Rate
75%
12 out of 16
profitable transactions
Average Return
19.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.87%
6-Month Return▲ 4.42%
12-Month Return▲ 9.76%
YTD Return▼ 3.10%
Total Return▲ 22.10%

Best Trade

AssetTSMC (TSM)
Opened at
Closed at-
Gain▲ 107.27%

Bio

CPA in Korea RE investment management for 22 years Focus on growth and dividend portfolio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▼ 2.20%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.20%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.73%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 0.81%
Nov 2024
▲ 5.91%
▼ 2.41%
▼ 1.02%
Dec 2024
▲ 4.65%
▲ 2.69%
▼ 2.55%
Jan 2025
▼ 13.89%
▼ 0.67%
▼ 0.57%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 2.20%
▼ 13.14%▲ 2.34%▼ 0.20%
▲ 2.93%▲ 2.10%▲ 1.20%
▲ 9.99%▼ 0.89%▼ 2.73%
▲ 26.04%▲ 5.96%▲ 0.81%
▲ 5.91%▼ 2.41%▼ 1.02%
▲ 4.65%▲ 2.69%▼ 2.55%
▼ 13.89%▼ 0.67%▼ 0.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BOTZ
Global X Robotics & Artificial Intelligence ETF
―
▲ 7.96%
2
Close
Apr 15, 2024
JEPI
JPMorgan Equity Premium Income ETF
―
▲ 10.30%
2
Close
Apr 15, 2024
ARCC
Ares Capital
―
▲ 15.33%
2
Close
Apr 15, 2024
LSCC
Lattice Semiconductor
―
▼ 16.66%
2
Close
Apr 15, 2024
INDY
iShares India 50 ETF
―
▲ 9.12%
2
Close
Apr 15, 2024
TSEM
Tower
―
▲ 1.80%
2
Close
Apr 15, 2024
STM
STMicroelectronics
10%
▼ 44.53%
1
Open
Apr 15, 2024
ON
ON Semiconductor
10%
▼ 22.94%
1
Open
Apr 15, 2024
FCX
Freeport-McMoRan
10%
▼ 14.78%
1
Open
Jul 25, 2023
TSM
TSMC
10%
▲ 107.27%
1
Open
Jul 25, 2023
SOXX
iShares Semiconductor ETF
10%
▲ 35.66%
1
Open
Jun 01, 2023
GOOGL
Alphabet Class A
10%
▲ 67.42%
1
Open
Jun 01, 2023
MSFT
Microsoft
10%
▲ 25.44%
1
Open
Jun 01, 2023
AAPL
Apple
10%
▲ 30.25%
1
Open
Jun 01, 2023
QQQ
Invesco QQQ Trust
10%
▲ 52.24%
1
Open
May 26, 2023
QUAL
iShares MSCI USA Quality Factor ETF
10%
▲ 45.92%
1
Open
May 26, 2023