23년부터 신규 포트폴리오 - New Portfolio

lee

23년부터 신규 포트폴리오
Individual Investor
Ranked #54,201 out of 754,343 TipRanks' Investors
Success Rate
73%
53 out of 73
profitable transactions
Average Return
14.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.53%
6-Month Return▲ 6.77%
12-Month Return-
YTD Return▲ 17.13%
Total Return▲ 17.21%

Best Trade

Opened at
Closed at-
Gain▲ 140.85%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 0.42%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 9.24%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.42%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.06%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.76%
Jul 2024
▼ 6.44%
▲ 1.37%
▼ 0.53%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 0.42%
▲ 14.08%▲ 5.22%▲ 9.24%
▲ 5.05%▲ 3.27%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 4.14%
▲ 11.46%▲ 5.06%▲ 3.42%
▼ 2.25%▲ 3.53%▲ 4.06%
▲ 25.76%▲ 1.21%▲ 0.76%
▼ 6.44%▲ 1.37%▼ 0.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Comfort Systems
0%
▲ 8.76%
1
Open
Mar 02, 2024
Super Micro Computer
4.26%
▲ 54.92%
2
Buy
Dec 24, 2023
Synopsys
2.02%
▼ 1.42%
2
Buy
Dec 24, 2023
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
0.05%
▲ 4.94%
2
Buy
Dec 24, 2023
Tesla
1.25%
▼ 18.32%
2
Buy
Dec 24, 2023
UnitedHealth
3.44%
▲ 14.14%
2
Buy
Dec 24, 2023
Eli Lilly & Co
5.6%
▲ 65.64%
2
Buy
Dec 24, 2023
Kenvue, Inc.
0.6%
▲ 4.98%
2
Buy
Dec 24, 2023
JPMorgan Chase & Co.
3.06%
▲ 35.08%
2
Buy
Dec 24, 2023
Joby Aviation
0.01%
▼ 25.51%
2
Buy
Dec 24, 2023
Adobe
2.29%
▼ 4.86%
2
Buy
Dec 24, 2023
Amazon
3.82%
▲ 12.19%
2
Buy
Dec 24, 2023
ARM Holdings PLC ADR
0.52%
▲ 82.50%
2
Buy
Dec 24, 2023
ASML Holding
3.52%
▲ 18.54%
2
Buy
Dec 24, 2023
Broadcom
3.17%
▲ 40.91%
2
Buy
Dec 24, 2023
Boeing
2.37%
▼ 33.86%
2
Buy
Dec 24, 2023
Booking Holdings
0.08%
▲ 10.58%
2
Buy
Dec 24, 2023
YieldMax COIN Option Income Strategy ETF
0.03%
▲ 3.18%
2
Buy
Dec 24, 2023
Walmart
0.9%
▲ 47.78%
2
Buy
Dec 24, 2023
Costco
3.47%
▲ 35.63%
2
Buy
Dec 24, 2023