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FT持有 - New Portfolio

Jimwell Huang

FT持有
Individual Investor
Ranked #192,581 out of 769,002 TipRanks' Investors
Success Rate
78%
14 out of 18
profitable transactions
Average Return
11.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.94%
6-Month Return▲ 15.69%
12-Month Return-
YTD Return▲ 14.33%
Total Return▲ 14.33%

Best Trade

Opened at
Closed at-
Gain▲ 82.91%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.40%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.84%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.17%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.79%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.39%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 3.20%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 0.40%
▼ 2.25%▲ 3.53%▲ 0.70%
▲ 25.72%▲ 1.21%▲ 6.84%
▼ 4.22%▲ 2.34%▲ 2.17%
▲ 7.82%▲ 2.10%▲ 0.79%
▲ 5.70%▼ 0.89%▲ 0.39%
▲ 21.94%▲ 3.81%▲ 3.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Vernova Inc.
▲ 8.34%
3
Close
Jul 07, 2024
NICE
0.51%
▼ 1.58%
1
Open
Jul 07, 2024
Cognizant
0.23%
▲ 15.29%
1
Open
Jul 07, 2024
CGI Group
0.33%
▲ 8.41%
1
Open
Jul 07, 2024
Accenture
1.07%
▲ 19.76%
1
Open
Jul 07, 2024
Invesco QQQ Trust
69.33%
▲ 10.94%
2
Sell
Jun 24, 2024
Apple
1.37%
▲ 8.10%
2
Buy
Jun 24, 2024
Berkshire Hathaway B
5.62%
▲ 14.31%
2
Buy
Jun 17, 2024
Siemens AG
0.56%
▲ 3.02%
1
Open
Jun 17, 2024
Air Products and Chemicals
2.95%
▲ 24.75%
1
Open
May 18, 2024
Coursera
0.46%
▼ 19.26%
1
Open
May 18, 2024
ESS Tech
0.02%
▼ 57.12%
1
Open
May 18, 2024
Meta Platforms
3.39%
▲ 20.86%
1
Open
May 18, 2024
Microsoft
1.24%
▼ 2.14%
1
Open
May 18, 2024
Nvidia
8.74%
▲ 53.95%
1
Open
May 18, 2024
Xometry
0.09%
▲ 82.91%
1
Open
May 18, 2024