tiprankstipranks

New Portfolio - New Portfolio

Alex Lu

New Portfolio
Individual Investor
Ranked #60,164 out of 769,632 TipRanks' Investors
Success Rate
69%
240 out of 348
profitable transactions
Average Return
19.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.71%
6-Month Return▲ 17.19%
12-Month Return▲ 45.02%
YTD Return▲ 35.76%
Total Return▲ 34.82%

Best Trade

Opened at
Closed at-
Gain▲ 760.30%

Bio

Goal 21%

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 4.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.70%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.29%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.01%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.29%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 8.34%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.00%
▲ 11.46%▲ 5.06%▲ 6.70%
▼ 2.25%▲ 3.53%▲ 4.29%
▲ 25.72%▲ 1.21%▲ 0.55%
▼ 4.22%▲ 2.34%▲ 1.20%
▲ 7.82%▲ 2.10%▲ 4.01%
▲ 5.70%▼ 0.89%▼ 1.29%
▲ 37.30%▲ 4.73%▲ 8.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
54.48%
▲ 37.33%
76
Buy
Nov 20, 2024
Defiance Daily Target 1.75x Long MSTR ETF
0%
▲ 47.77%
4
Sell
Nov 19, 2024
SoFi Technologies
▲ 37.15%
2
Close
Nov 14, 2024
Abercrombie Fitch
0.32%
▲ 26.15%
5
Buy
Nov 13, 2024
ProShares UltraPro QQQ
▲ 46.98%
16
Close
Nov 11, 2024
Coherent Corp
▲ 5.95%
6
Close
Nov 07, 2024
Mercadolibre
▲ 8.42%
3
Close
Nov 07, 2024
IMPINJ
▲ 158.22%
8
Close
Sep 30, 2024
Medifast
▼ 45.43%
2
Close
Sep 19, 2024
Nio
▼ 90.32%
3
Close
Sep 19, 2024
Super Micro Computer
0.07%
▼ 55.77%
2
Buy
Jul 25, 2024
Rubrik, Inc. Class A
0.27%
▲ 50.77%
1
Open
Jul 19, 2024
PDD Holdings
0.09%
▼ 27.14%
1
Open
Jul 03, 2024
CoStar Group
0.09%
▲ 8.10%
1
Open
Jul 03, 2024
iShares 20+ Year Treasury Bond ETF
0.1%
▲ 5.40%
1
Open
Apr 25, 2024
IShares Bitcoin Trust Registered
0.6%
▲ 37.95%
1
Open
Apr 08, 2024
Invesco QQQ Trust
27.57%
▲ 66.78%
11
Sell
Feb 07, 2024
BioNano Genomics
▼ 93.96%
2
Close
Dec 14, 2023
ON Semiconductor
0.07%
▼ 14.11%
1
Open
Dec 13, 2023
Sorrento Therapeutics
▼ 98.27%
2
Close
Dec 12, 2023