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New Portfolio - New Portfolio
liyongji89@gmail.com
New PortfolioIndividual Investor
Ranked #20,957 out of 794,241 TipRanks' Investors
Success Rate
368 out of 518
profitable transactions
profitable transactions
Average Return
36.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.68%
6-Month Return▲ 3.08%
12-Month Return▲ 19.06%
YTD Return▼ 12.32%
Total Return▲ 100.19%
Best Trade
Bio
investment
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 6.72%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.27%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.32%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 1.20%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.62%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 1.30%
Apr 2025
▲ 2.93%▲ 2.10%▲ 6.72%
▲ 10.00%▼ 0.89%▼ 0.27%
▲ 26.01%▲ 5.96%▲ 13.32%
▲ 5.33%▼ 2.41%▲ 1.20%
▲ 5.87%▲ 2.69%▲ 2.53%
▼ 12.86%▼ 1.27%▼ 9.60%
▼ 1.80%▼ 5.57%▼ 6.62%
▲ 0.58%▲ 0.28%▲ 1.30%
Recent Activity
Alphabet Class C
18.63%
▲ 0.03%
51
Buy
Apr 01, 2025
Tesla
50.63%
▲ 14.68%
122
Buy
Mar 25, 2025
Boeing
―
▲ 8.21%
14
Close
Mar 25, 2025
Advanced Micro Devices
11.7%
▼ 6.66%
39
Sell
Mar 22, 2025
Johnson & Johnson
―
▲ 11.38%
50
Close
Mar 20, 2025
PepsiCo
―
▼ 8.27%
10
Close
Mar 20, 2025
Rivian Automotive
―
▲ 7.62%
5
Close
Mar 20, 2025
Walmart
0.04%
▼ 3.38%
3
Buy
Mar 20, 2025
Chevron
―
▲ 82.97%
5
Close
Mar 19, 2025
Charles Schwab
0.09%
▲ 31.14%
7
Sell
Mar 13, 2025
PayPal Holdings
0.02%
▲ 7.52%
25
Sell
Mar 13, 2025
JPMorgan Equity Premium Income ETF
0.5%
▲ 13.72%
12
Buy
Mar 06, 2025
Walt Disney
0.01%
▼ 33.86%
42
Sell
Feb 28, 2025
Bank of America
0.01%
▲ 52.64%
13
Sell
Feb 27, 2025
Global X Lithium & Battery Tech ETF
0.76%
▼ 5.71%
1
Open
Jan 06, 2025
Coca-Cola
0.01%
▲ 35.85%
19
Sell
Jan 03, 2025
AbbVie
―
▲ 98.11%
9
Close
Jan 03, 2025
Abbott Laboratories
―
▲ 8.56%
6
Close
Dec 20, 2024
AT&T
―
▲ 34.16%
4
Close
Nov 21, 2024
HP
―
▲ 40.08%
16
Close
Nov 21, 2024