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IB Public Investment Log
Ding Xiaoshan U.S. Public Equity Portfolio

LAST REFRESH2026-07-19 06:43 IBKRMarket close data: 2026-07-17 · Base currency USD

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INVESTMENT JOURNEY · 001

The Million Dollar Journey

百万美元之路

$10,000 → $1,000,000One Portfolio. One Journey.
START$10,000
CURRENT$2,672
TARGET$1,000,000
$10K$7,328 to the $10K starting line$1M
Current Portfolio$2,6722026-07-17 · USD
Total Return−73.3%Measured from the $10,000 starting line
Journey Progress0.00%$7,328 to the $10K starting line
ROADMAP

Milestones

Achievement dates use the first recorded IBKR close above each target

Milestone 01Next target
$10KNo verified date yet
Milestone 02Locked
$20KNo verified date yet
Milestone 03Locked
$50KNo verified date yet
Milestone 04Locked
$100KNo verified date yet
Milestone 05Locked
$250KNo verified date yet
Milestone 06Locked
$500KNo verified date yet
Milestone 07Locked
$1MNo verified date yet

Year-to-Date Return

+3.44%Market close data · 2026-07-17

Last 7 Trading Days

−10.14%Calculated from end-of-day NAV snapshots

Daily P&L

−$86.54Open positions · TWR −0.16%

Cash

$0.920.034% of NLV

Account Leverage

1.00xLargest position TEM 84.4%
01

Net Asset Curve

−13.18%
$3,077.67$2,874.79$2,671.91
Opening $3,077.67Latest $2,671.91
02

Asset Allocation

Position value + cash
$2,671.91Net assets
TEM$2,256.2184.4%
LFMD$416.1215.6%
Cash$0.920.03%
Gross exposure99.97%
04

Current Holdings

Sorted by absolute market value

TickerAsset TypeQuantityLast PriceAverage CostMarket Value / WeightDaily P&LUnrealized P&L
TEMTempus AI
Stock43$52.47$63.70$2,256.2184.4%−$48.16−$482.73
LFMDLifeMD
Stock101$4.12$3.82$416.1215.6%−$38.38+$29.95
ConcentrationTEM 84.4%Single-name concentration is elevated
Sector ExposureHealth Tech 100%No cross-sector diversification
Cash Buffer0.034%The account is nearly fully invested
Last 7 Trading Days−10.14%Calculated from end-of-day NAV snapshots
05

Option Positions

Automatically detects OPT / FOP contracts

0 contracts
∅
No option positions

Future option positions will automatically show direction, quantity, cost, market value, and unrealized P&L.

06

Transactions & P&L

The current source provides realized and unrealized P&L; trade-level rows are not yet connected

CategoryRealized (90D)Current UnrealizedTotal
Stock+$0.00−$454.12−$454.12
Option$0.00+$0.00+$0.00
Total+$0.00−$454.12−$454.12

Year-to-date realized P&L is +$469.58. Shorter realized periods will be populated from Flex transaction details.

07

Contact

China, United States, and social account