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New Portfolio - New Portfolio

PerformancePortfolio Details

Lee

New Portfolio
Individual Investor
Ranked #182,466 out of 776,512 TipRanks' Investors
Success Rate
53%
46 out of 87
profitable transactions
Average Return
23.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.74%
6-Month Return▲ 28.77%
12-Month Return▲ 24.82%
YTD Return▲ 23.87%
Total Return▲ 67.22%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 611.92%

Bio

novice

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 0.97%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.81%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 4.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.48%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.62%
Sep 2024
▲ 5.26%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 22.71%
Nov 2024
▲ 3.73%
▲ 0.13%
▼ 2.64%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▼ 0.97%
▼ 2.25%▲ 3.53%▲ 6.81%
▲ 25.71%▲ 1.21%▼ 4.30%
▼ 4.22%▲ 2.34%▲ 5.48%
▲ 7.82%▲ 2.10%▲ 2.62%
▲ 5.26%▼ 0.89%▲ 3.32%
▲ 43.22%▲ 5.96%▲ 22.71%
▲ 3.73%▲ 0.13%▼ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VST
Vistra Energy
3.45%
▲ 21.13%
1
Open
Sep 28, 2024
ALAR
Alarum Technologies
―
▼ 65.63%
2
Close
Sep 15, 2024
APP
AppLovin
3.45%
▲ 305.20%
1
Open
Jul 10, 2024
BLBD
Blue Bird
3.45%
▼ 19.25%
1
Open
Jul 10, 2024
FVRR
Fiverr International
―
▼ 77.77%
2
Close
Jul 07, 2024
ASAN
Asana
―
▼ 85.81%
2
Close
Jun 02, 2024
DTST
Data Storage
3.45%
▼ 38.70%
1
Open
Jun 02, 2024
TASK
TaskUs
―
▼ 79.91%
2
Close
May 26, 2024
AFRM
Affirm Holdings
―
▼ 72.18%
2
Close
May 26, 2024
EXPI
eXp World Holdings
―
▼ 72.39%
2
Close
May 26, 2024
DLO
DLocal
―
▼ 84.15%
2
Close
May 26, 2024
SNAP
Snap
―
▼ 80.99%
2
Close
May 26, 2024
PYPL
PayPal Holdings
―
▼ 49.89%
2
Close
May 26, 2024
QFIN
Qifu Technology
―
▼ 3.35%
2
Close
May 26, 2024
FTCHQ
Farfetch
―
▼ 99.97%
2
Close
May 26, 2024
ZETA
Zeta Global Holdings Corp
3.45%
▲ 8.64%
1
Open
May 26, 2024
UPST
Upstart Holdings
3.45%
▼ 76.36%
1
Open
Oct 04, 2021
NVDA
Nvidia
3.45%
▲ 309.34%
3
Open
Oct 04, 2021
SPT
Sprout Social
3.45%
▲ 21.52%
3
Open
Oct 04, 2021
ZM
Zoom Video Communications
―
▲ 92.04%
2
Close
Oct 04, 2021