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Josh's target investmen - New Portfolio

Josh J.S. KIM

Josh's target investmen
Individual Investor
Ranked #90,234 out of 743,457 TipRanks' Investors
Success Rate
88%
14 out of 16
profitable transactions
Average Return
21.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.52%
6-Month Return▲ 23.35%
12-Month Return▲ 26.73%
YTD Return▲ 20.35%
Total Return▲ 32.19%

Best Trade

Opened at
Closed at-
Gain▲ 74.11%

Bio

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

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 7.10%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.26%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.07%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.17%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.28%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.55%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.10%
▼ 1.87%▲ 1.59%▼ 0.26%
▲ 14.08%▲ 5.22%▲ 6.07%
▲ 5.05%▲ 3.27%▲ 4.17%
▼ 12.40%▼ 4.03%▼ 2.12%
▲ 11.46%▲ 5.06%▲ 7.43%
▼ 2.25%▲ 3.53%▲ 3.28%
▲ 0.26%▲ 0.21%▲ 0.55%

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%
▼ 3.23%
1
Open
Apr 15, 2024
ON Semiconductor
10%
▲ 5.39%
1
Open
Apr 15, 2024
Freeport-McMoRan
10%
▲ 11.99%
1
Open
Jul 25, 2023
Taiwan Semiconductor Manufacturing
10%
▲ 74.11%
1
Open
Jul 25, 2023
iShares Semiconductor ETF
10%
▲ 53.99%
1
Open
Jun 01, 2023
Alphabet Class A
10%
▲ 48.08%
1
Open
Jun 01, 2023
Microsoft
10%
▲ 38.40%
1
Open
Jun 01, 2023
Apple
10%
▲ 21.00%
1
Open
Jun 01, 2023
Invesco QQQ Trust
10%
▲ 39.47%
1
Open
May 26, 2023
iShares MSCI USA Quality Factor ETF
10%
▲ 34.84%
1
Open
May 26, 2023