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New Portfolio - New Portfolio

Kevin Kwan

New Portfolio
Individual Investor
Ranked #206,868 out of 769,632 TipRanks' Investors
Success Rate
74%
17 out of 23
profitable transactions
Average Return
9.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.44%
6-Month Return▼ 0.23%
12-Month Return▲ 17.20%
YTD Return▲ 11.73%
Total Return▲ 25.27%

Best Trade

Opened at
Closed at
Gain▲ 40.19%

Bio

Performance

36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 2.19%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.49%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.75%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.47%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.41%
Oct 2024
▲ 36.08%
▲ 4.73%
▲ 1.52%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.19%
▲ 11.46%▲ 5.06%▲ 1.98%
▼ 2.25%▲ 3.53%▼ 3.53%
▲ 25.72%▲ 1.21%▲ 3.49%
▼ 4.22%▲ 2.34%▲ 1.75%
▲ 7.82%▲ 2.10%▼ 0.47%
▲ 5.70%▼ 0.89%▼ 4.41%
▲ 36.08%▲ 4.73%▲ 1.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Diageo
▲ 0.32%
2
Close
May 14, 2024
Unilever
▲ 12.50%
2
Close
May 14, 2024
Greggs plc
12.5%
▼ 1.64%
1
Open
May 14, 2024
Amazon
▲ 30.62%
2
Close
May 13, 2024
Meta Platforms
▲ 40.19%
2
Close
May 13, 2024
Alphabet Class A
▲ 23.52%
2
Close
May 13, 2024
Walmart
▲ 17.38%
2
Close
May 13, 2024
Shell
12.5%
▼ 8.32%
1
Open
May 13, 2024
GlaxoSmithKline
▲ 6.34%
2
Close
Feb 05, 2024
National Grid
12.5%
▲ 8.89%
1
Open
Jan 31, 2024
GlaxoSmithKline
12.5%
▼ 11.05%
1
Open
Jan 31, 2024
Microsoft
▲ 8.62%
2
Close
Jan 30, 2024
Nvidia
▲ 26.88%
2
Close
Jan 30, 2024
Netflix
▲ 20.54%
2
Close
Jan 30, 2024
AT&T
▲ 3.87%
2
Close
Jan 11, 2024
Home Depot
▲ 17.13%
2
Close
Jan 11, 2024
Apple
▲ 4.01%
2
Close
Jan 02, 2024
Teladoc
▲ 29.61%
2
Close
Jan 02, 2024
ASOS plc
▲ 3.74%
2
Close
Jan 02, 2024
Reckitt
12.5%
▼ 6.91%
1
Open
Jan 02, 2024