tiprankstipranks

Personal Portfolio - New Portfolio

lambert li

Personal Portfolio
Individual Investor
Ranked #177,504 out of 779,996 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
31.61%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.64%
6-Month Return▲ 19.36%
12-Month Return-
YTD Return▼ 3.27%
Total Return▲ 32.09%

Best Trade

Opened at
Closed at-
Gain▲ 105.40%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.28%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.08%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.13%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 13.47%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.14%
Dec 2024
▲ 4.34%
▼ 0.80%
▼ 3.27%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.28%
▲ 8.13%▲ 1.21%▲ 4.44%
▼ 13.14%▲ 2.34%▲ 4.08%
▲ 2.93%▲ 2.10%▲ 2.42%
▲ 10.00%▼ 0.89%▲ 5.13%
▲ 26.04%▲ 5.96%▲ 13.47%
▲ 5.96%▼ 2.41%▼ 2.14%
▲ 4.34%▼ 0.80%▼ 3.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zscaler
▲ 16.93%
2
Close
Jun 28, 2024
Cisco Systems
9.87%
▲ 30.48%
1
Open
May 29, 2024
Kinder Morgan
11.76%
▲ 54.64%
1
Open
May 29, 2024
Quanterix
4%
▼ 43.70%
1
Open
May 29, 2024
Shopify
13.45%
▲ 74.34%
1
Open
May 29, 2024
Microsoft
7.49%
▼ 2.42%
1
Open
May 29, 2024
SoFi Technologies
16.76%
▲ 105.40%
1
Open
May 29, 2024
British American Tobacco
9.01%
▲ 25.49%
1
Open
May 29, 2024
Apple
9.49%
▲ 23.46%
1
Open
May 29, 2024
TSMC
9.31%
▲ 31.50%
1
Open
May 29, 2024