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Josh's target investmen - New Portfolio

Josh J.S. KIM

Josh's target investmen
Individual Investor
Ranked #187,496 out of 775,923 TipRanks' Investors
Success Rate
75%
12 out of 16
profitable transactions
Average Return
21.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.54%
6-Month Return▼ 2.39%
12-Month Return▲ 17.78%
YTD Return▲ 17.42%
Total Return▲ 28.96%

Best Trade

Opened at
Closed at-
Gain▲ 100.32%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.28%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 2.20%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.20%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.57%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 0.81%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.14%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 7.43%
▼ 2.25%▲ 3.53%▲ 3.28%
▲ 25.71%▲ 1.21%▼ 2.20%
▼ 4.22%▲ 2.34%▼ 0.20%
▲ 7.82%▲ 2.10%▲ 1.20%
▲ 5.38%▼ 0.89%▼ 2.57%
▲ 43.22%▲ 5.96%▲ 0.81%
▲ 3.34%▼ 1.56%▲ 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X Robotics & Artificial Intelligence ETF
▲ 7.96%
2
Close
Apr 15, 2024
JPMorgan Equity Premium Income ETF
▲ 10.30%
2
Close
Apr 15, 2024
Ares Capital
▲ 15.33%
2
Close
Apr 15, 2024
Lattice Semiconductor
▼ 16.66%
2
Close
Apr 15, 2024
iShares India 50 ETF
▲ 9.12%
2
Close
Apr 15, 2024
Tower
▲ 1.80%
2
Close
Apr 15, 2024
STMicroelectronics
10%
▼ 38.98%
1
Open
Apr 15, 2024
ON Semiconductor
10%
▼ 0.21%
1
Open
Apr 15, 2024
Freeport-McMoRan
10%
▼ 9.56%
1
Open
Jul 25, 2023
Taiwan Semiconductor Manufacturing
10%
▲ 100.32%
1
Open
Jul 25, 2023
iShares Semiconductor ETF
10%
▲ 34.67%
1
Open
Jun 01, 2023
Alphabet Class A
10%
▲ 55.27%
1
Open
Jun 01, 2023
Microsoft
10%
▲ 32.81%
1
Open
Jun 01, 2023
Apple
10%
▲ 42.38%
1
Open
Jun 01, 2023
Invesco QQQ Trust
10%
▲ 50.31%
1
Open
May 26, 2023
iShares MSCI USA Quality Factor ETF
10%
▲ 42.82%
1
Open
May 26, 2023