tiprankstipranks

New Portfolio - New Portfolio

Alex Lu

New Portfolio
Individual Investor
Ranked #84,102 out of 791,381 TipRanks' Investors
Success Rate
64%
233 out of 364
profitable transactions
Average Return
13.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.14%
6-Month Return▼ 0.62%
12-Month Return▲ 10.12%
YTD Return▼ 6.55%
Total Return▲ 20.78%

Best Trade

Opened at
Closed at-
Gain▲ 559.23%

Bio

Goal 21%

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.01%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.71%
Nov 2024
▲ 5.73%
▼ 2.41%
▼ 4.70%
Dec 2024
▲ 5.36%
▲ 2.69%
▲ 2.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.01%
Feb 2025
▼ 1.06%
▼ 6.44%
▼ 6.37%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.20%
▲ 2.93%▲ 2.10%▲ 4.01%
▲ 10.00%▼ 0.89%▼ 1.05%
▲ 26.01%▲ 5.96%▲ 8.71%
▲ 5.73%▼ 2.41%▼ 4.70%
▲ 5.36%▲ 2.69%▲ 2.90%
▼ 12.86%▼ 1.27%▼ 3.01%
▼ 1.06%▼ 6.44%▼ 6.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
61.61%
▲ 25.52%
85
Buy
Mar 11, 2025
ProShares UltraPro QQQ
1.57%
▲ 31.45%
20
Buy
Mar 10, 2025
CoStar Group
▲ 0.31%
3
Close
Feb 14, 2025
iShares 20+ Year Treasury Bond ETF
▲ 4.06%
4
Close
Feb 05, 2025
Defiance Daily Target 1.75x Long MSTR ETF
0.52%
▼ 60.05%
7
Sell
Jan 17, 2025
Lincoln Edu
0.72%
▲ 54.91%
2
Buy
Dec 13, 2024
Amplify Transformational Data Sharing ETF
▲ 52.34%
2
Close
Dec 06, 2024
Applied Materials
▲ 47.18%
14
Close
Dec 05, 2024
Abercrombie Fitch
▲ 25.19%
8
Close
Dec 05, 2024
Rubrik, Inc. Class A
▲ 58.48%
2
Close
Dec 05, 2024
SoFi Technologies
▲ 37.15%
2
Close
Nov 14, 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
▼ 56.18%
2
Close
Sep 19, 2024
Nio
▼ 90.32%
3
Close
Sep 19, 2024
Super Micro Computer
0.09%
▼ 45.51%
2
Buy
Jul 25, 2024
PDD Holdings
0.11%
▼ 14.10%
1
Open
Jul 03, 2024
IShares Bitcoin Trust Registered
0.55%
▲ 15.36%
1
Open
Apr 08, 2024
Invesco QQQ Trust
27.84%
▲ 55.75%
11
Sell
Feb 07, 2024