Personal Portfolio - New Portfolio

lambert li

Personal Portfolio
Individual Investor
Ranked #202,216 out of 753,381 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
11.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.39%
6-Month Return-
12-Month Return-
YTD Return▲ 13.60%
Total Return▲ 13.60%

Best Trade

Opened at
Closed at-
Gain▲ 30.44%

Bio

Performance

25.76%0-25.76%
▼ 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%
▲ 0.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.28%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 3.53%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.75%
▼ 2.25%▲ 3.53%▲ 4.28%
▲ 25.76%▲ 1.21%▲ 4.44%
▼ 2.89%▲ 2.06%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zscaler
▲ 16.93%
2
Close
Jun 28, 2024
Cisco Systems
9.95%
▲ 11.06%
1
Open
May 29, 2024
Kinder Morgan
10.13%
▲ 14.05%
1
Open
May 29, 2024
Quanterix
7.42%
▼ 16.56%
1
Open
May 29, 2024
Shopify
11.87%
▲ 30.44%
1
Open
May 29, 2024
Microsoft
8.85%
▼ 2.71%
1
Open
May 29, 2024
SoFi Technologies
10.24%
▲ 9.78%
1
Open
May 29, 2024
British American Tobacco
10.9%
▲ 25.09%
1
Open
May 29, 2024
Apple
10.87%
▲ 19.35%
1
Open
May 29, 2024
Taiwan Semiconductor Manufacturing
9.33%
▲ 11.25%
1
Open
May 29, 2024