Personal Portfolio - New Portfolio

lambert li

Personal Portfolio
Individual Investor
Ranked #182,922 out of 767,938 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
31.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.75%
6-Month Return-
12-Month Return-
YTD Return▲ 32.12%
Total Return▲ 32.12%

Best Trade

Opened at
Closed at-
Gain▲ 98.98%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.08%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.42%
Sep 2024
▲ 5.72%
▼ 0.89%
▲ 5.35%
Oct 2024
▲ 19.24%
▲ 3.01%
▲ 7.22%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.75%
▼ 2.25%▲ 3.53%▲ 4.28%
▲ 25.72%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▲ 4.08%
▲ 7.82%▲ 2.10%▲ 2.42%
▲ 5.72%▼ 0.89%▲ 5.35%
▲ 19.24%▲ 3.01%▲ 7.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zscaler
▲ 16.93%
2
Close
Jun 28, 2024
Cisco Systems
9.63%
▲ 26.73%
1
Open
May 29, 2024
Kinder Morgan
11.1%
▲ 47.86%
1
Open
May 29, 2024
Quanterix
5.37%
▼ 29.30%
1
Open
May 29, 2024
Shopify
14.46%
▲ 85.87%
1
Open
May 29, 2024
Microsoft
7.53%
▼ 3.13%
1
Open
May 29, 2024
SoFi Technologies
15.86%
▲ 98.98%
1
Open
May 29, 2024
British American Tobacco
9.24%
▲ 26.55%
1
Open
May 29, 2024
Apple
9.22%
▲ 18.51%
1
Open
May 29, 2024
Taiwan Semiconductor Manufacturing
8.66%
▲ 21.17%
1
Open
May 29, 2024