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FT持有 - New Portfolio

Jimwell Huang

FT持有
Individual Investor
Ranked #121,382 out of 775,913 TipRanks' Investors
Success Rate
89%
16 out of 18
profitable transactions
Average Return
17.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.75%
6-Month Return▲ 19.84%
12-Month Return-
YTD Return▲ 19.64%
Total Return▲ 19.64%

Best Trade

Opened at
Closed at-
Gain▲ 157.06%

Bio

I'm a student started investing 2021 Sept. This portfolio records what I've done along this journey. Investing is fascinating. I hope I could keep learning and gets better.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 0.39%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 6.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.79%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.33%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.60%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.42%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 0.39%
▼ 2.25%▲ 3.53%▲ 0.70%
▲ 25.71%▲ 1.21%▲ 6.84%
▼ 4.22%▲ 2.34%▲ 2.17%
▲ 7.82%▲ 2.10%▲ 0.79%
▲ 5.38%▼ 0.89%▲ 0.33%
▲ 43.22%▲ 5.96%▲ 7.60%
▲ 3.34%▼ 1.56%▲ 0.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Vernova Inc.
▲ 8.34%
3
Close
Jul 07, 2024
NICE
0.52%
▲ 1.32%
1
Open
Jul 07, 2024
Cognizant
0.23%
▲ 17.76%
1
Open
Jul 07, 2024
CGI Group
0.32%
▲ 7.98%
1
Open
Jul 07, 2024
Accenture
1.08%
▲ 22.88%
1
Open
Jul 07, 2024
Invesco QQQ Trust
70.39%
▲ 14.36%
2
Sell
Jun 24, 2024
Apple
1.5%
▲ 20.13%
2
Buy
Jun 24, 2024
Berkshire Hathaway B
5.35%
▲ 10.50%
2
Buy
Jun 17, 2024
Siemens AG
0.58%
▲ 8.67%
1
Open
Jun 17, 2024
Air Products and Chemicals
2.61%
▲ 12.24%
1
Open
May 18, 2024
Coursera
0.54%
▼ 3.60%
1
Open
May 18, 2024
ESS Tech
0.01%
▼ 61.65%
1
Open
May 18, 2024
Meta Platforms
3.45%
▲ 25.17%
1
Open
May 18, 2024
Microsoft
1.29%
▲ 3.04%
1
Open
May 18, 2024
Nvidia
7.95%
▲ 42.15%
1
Open
May 18, 2024
Xometry
0.12%
▲ 157.06%
1
Open
May 18, 2024