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FT持有 - New Portfolio

Jimwell Huang

FT持有
Individual Investor
Ranked #317,997 out of 744,113 TipRanks' Investors
Success Rate
57%
8 out of 14
profitable transactions
Average Return
2.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.15%
6-Month Return-
12-Month Return-
YTD Return▲ 1.92%
Total Return▲ 1.92%

Best Trade

Opened at
Closed at-
Gain▲ 35.36%

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

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 1.62%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 0.40%
▼ 2.25%▲ 3.53%▲ 0.70%
▲ 0.45%▲ 0.88%▲ 1.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco QQQ Trust
72.4%
▲ 8.11%
2
Sell
Jun 24, 2024
Apple
1.42%
▲ 4.35%
2
Buy
Jun 24, 2024
Berkshire Hathaway B
5.2%
▼ 1.07%
2
Buy
Jun 17, 2024
GE Vernova Inc.
0%
▲ 7.29%
2
Sell
Jun 17, 2024
Siemens AG
0.61%
▲ 5.22%
1
Open
Jun 17, 2024
Air Products and Chemicals
2.43%
▼ 4.31%
1
Open
May 18, 2024
Coursera
0.5%
▼ 18.21%
1
Open
May 18, 2024
ESS Tech
0.04%
▼ 0.12%
1
Open
May 18, 2024
Meta Platforms
3.27%
▲ 8.88%
1
Open
May 18, 2024
Microsoft
1.48%
▲ 8.33%
1
Open
May 18, 2024
Nvidia
8.22%
▲ 35.36%
1
Open
May 18, 2024
Xometry
0.04%
▼ 27.64%
1
Open
May 18, 2024