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New Portfolio - New Portfolio

liyongji89@gmail.com

New Portfolio
Individual Investor
Ranked #5,973 out of 775,913 TipRanks' Investors
Success Rate
80%
364 out of 455
profitable transactions
Average Return
68.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.52%
6-Month Return▲ 32.09%
12-Month Return▲ 46.98%
YTD Return▲ 46.67%
Total Return▲ 132.29%

Best Trade

Opened at
Closed at-
Gain▲ 1064.92%

Bio

investment

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.08%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.81%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.72%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.13%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 13.36%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 2.77%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.89%
▼ 2.25%▲ 3.53%▲ 3.08%
▲ 25.71%▲ 1.21%▲ 4.81%
▼ 4.22%▲ 2.34%▲ 0.52%
▲ 7.82%▲ 2.10%▲ 6.72%
▲ 5.38%▼ 0.89%▼ 0.13%
▲ 43.22%▲ 5.96%▲ 13.36%
▲ 3.34%▼ 1.56%▲ 2.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
6.02%
▲ 9.29%
29
Buy
Dec 20, 2024
Abbott Laboratories
▲ 8.56%
6
Close
Dec 20, 2024
Walmart
0.01%
0.00%
1
Open
Dec 20, 2024
Johnson & Johnson
6.27%
▼ 2.07%
40
Sell
Dec 19, 2024
Alphabet Class C
9.23%
▲ 32.33%
28
Buy
Dec 19, 2024
Boeing
1.55%
▲ 2.36%
2
Buy
Dec 19, 2024
Tesla
47.27%
▲ 94.34%
97
Sell
Dec 11, 2024
AT&T
▲ 32.47%
4
Close
Nov 21, 2024
HP
▲ 40.08%
16
Close
Nov 21, 2024
Rivian Automotive
1.08%
▲ 36.80%
2
Buy
Nov 17, 2024
Intuitive Surgical
▲ 56.72%
12
Close
Nov 13, 2024
Costco
▲ 168.09%
4
Close
Nov 02, 2024
Berkshire Hathaway B
▲ 105.06%
3
Close
Nov 02, 2024
PayPal Holdings
11.12%
▲ 41.73%
23
Buy
Oct 25, 2024
Amazon
8.93%
▲ 45.99%
26
Buy
Oct 14, 2024
Charles Schwab
1.8%
▲ 25.05%
6
Buy
Sep 13, 2024
Bank of America
0.56%
▲ 61.48%
12
Buy
Sep 08, 2024
Alphabet Class A
▼ 4.47%
2
Close
Aug 20, 2024
Coca-Cola
0.1%
▲ 16.48%
18
Sell
Apr 23, 2024
PepsiCo
0.01%
▼ 5.59%
9
Sell
Apr 17, 2024