New Portfolio - New Portfolio

Alex Lu

New Portfolio
Individual Investor
Ranked #60,171 out of 765,277 TipRanks' Investors
Success Rate
68%
232 out of 341
profitable transactions
Average Return
17.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.43%
6-Month Return▲ 14.02%
12-Month Return▲ 43.26%
YTD Return▲ 27.74%
Total Return▲ 26.86%

Best Trade

Opened at
Closed at-
Gain▲ 747.94%

Bio

Goal 21%

Performance

25.72%0-25.72%
▼ 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
▼ 4.21%
▲ 2.34%
▲ 1.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.01%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.29%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 1.94%
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%
▼ 4.21%▲ 2.34%▲ 1.20%
▲ 7.82%▲ 2.10%▲ 4.01%
▲ 6.02%▼ 0.89%▼ 1.29%
▲ 12.58%▲ 1.42%▲ 1.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
52.17%
▲ 33.92%
74
Buy
Nov 02, 2024
ProShares UltraPro QQQ
2.55%
▲ 29.79%
15
Sell
Oct 30, 2024
IMPINJ
▲ 158.22%
8
Close
Sep 30, 2024
Medifast
▼ 40.19%
2
Close
Sep 19, 2024
Nio
▼ 90.32%
3
Close
Sep 19, 2024
Super Micro Computer
0.05%
▼ 63.04%
2
Buy
Jul 25, 2024
Rubrik, Inc. Class A
0.23%
▲ 22.71%
1
Open
Jul 19, 2024
Mercadolibre
0.23%
▲ 27.73%
2
Buy
Jul 08, 2024
PDD Holdings
0.1%
▼ 11.06%
1
Open
Jul 03, 2024
CoStar Group
0.08%
▲ 2.05%
1
Open
Jul 03, 2024
iShares 20+ Year Treasury Bond ETF
0.1%
▲ 8.14%
1
Open
Apr 25, 2024
IShares Bitcoin Trust Registered
0.47%
▼ 3.52%
1
Open
Apr 08, 2024
Abercrombie Fitch
▲ 62.85%
3
Close
Mar 12, 2024
Invesco QQQ Trust
27.79%
▲ 62.30%
11
Sell
Feb 07, 2024
BioNano Genomics
▼ 93.96%
2
Close
Dec 14, 2023
ON Semiconductor
0.08%
▼ 13.40%
1
Open
Dec 13, 2023
Sorrento Therapeutics
▼ 98.27%
2
Close
Dec 12, 2023
Workhorse Group
▼ 91.45%
2
Close
Sep 26, 2023
Quince Therapeutics
▼ 97.90%
6
Close
Mar 21, 2023
Yext
▼ 40.41%
2
Close
Mar 16, 2023