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New Portfolio - New Portfolio

Lee

New Portfolio
Individual Investor
Ranked #263,617 out of 793,835 TipRanks' Investors
Success Rate
49%
43 out of 87
profitable transactions
Average Return
13.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 13.35%
6-Month Return▲ 3.75%
12-Month Return▲ 7.59%
YTD Return▼ 11.86%
Total Return▲ 40.75%

Best Trade

Opened at
Closed at-
Gain▲ 456.84%

Bio

novice

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 5.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.62%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.32%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 22.71%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.02%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 12.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.57%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 13.35%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 5.48%
▲ 2.93%▲ 2.10%▲ 2.62%
▲ 10.00%▼ 0.89%▲ 3.32%
▲ 26.01%▲ 5.96%▲ 22.71%
▲ 5.33%▼ 2.41%▼ 7.02%
▲ 5.89%▲ 2.69%▲ 12.48%
▼ 12.86%▼ 1.27%▼ 9.57%
▲ 3.73%▼ 4.27%▼ 13.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vistra Energy
3.45%
▲ 0.77%
1
Open
Sep 28, 2024
Alarum Technologies
▼ 65.63%
2
Close
Sep 15, 2024
AppLovin
3.45%
▲ 222.88%
1
Open
Jul 10, 2024
Blue Bird
3.45%
▼ 31.55%
1
Open
Jul 10, 2024
Fiverr International
▼ 77.77%
2
Close
Jul 07, 2024
Asana
▼ 85.81%
2
Close
Jun 02, 2024
Data Storage
3.45%
▼ 48.70%
1
Open
Jun 02, 2024
TaskUs
▼ 79.91%
2
Close
May 26, 2024
Affirm Holdings
▼ 72.18%
2
Close
May 26, 2024
eXp World Holdings
▼ 72.39%
2
Close
May 26, 2024
DLocal
▼ 84.15%
2
Close
May 26, 2024
Snap
▼ 80.99%
2
Close
May 26, 2024
PayPal Holdings
▼ 49.89%
2
Close
May 26, 2024
Qifu Technology
▼ 3.35%
2
Close
May 26, 2024
Farfetch
▼ 99.97%
2
Close
May 26, 2024
Zeta Global Holdings Corp
3.45%
▼ 20.23%
1
Open
May 26, 2024
Upstart Holdings
3.45%
▼ 83.68%
1
Open
Oct 04, 2021
Nvidia
3.45%
▲ 231.81%
3
Open
Oct 04, 2021
Sprout Social
3.45%
▲ 17.09%
3
Open
Oct 04, 2021
Zoom Video Communications
▲ 92.04%
2
Close
Oct 04, 2021