tiprankstipranks

New Portfolio - New Portfolio

Alex Lu

New Portfolio
Individual Investor
Ranked #67,737 out of 747,525 TipRanks' Investors
Success Rate
66%
214 out of 326
profitable transactions
Average Return
14.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.05%
6-Month Return▲ 19.14%
12-Month Return▲ 23.42%
YTD Return▲ 20.91%
Total Return▲ 20.08%

Best Trade

Opened at
Closed at-
Gain▲ 614.68%

Bio

Goal 21%

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.71%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.87%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.82%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.70%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.45%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.65%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.71%
▼ 1.87%▲ 1.59%▲ 0.87%
▲ 14.08%▲ 5.22%▲ 7.82%
▲ 5.05%▲ 3.27%▲ 3.23%
▼ 12.40%▼ 4.03%▼ 3.99%
▲ 11.46%▲ 5.06%▲ 6.70%
▼ 2.25%▲ 3.53%▲ 4.45%
▲ 25.65%▲ 0.88%▲ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rubrik, Inc. Class A
0.21%
0.00%
1
Open
Jul 19, 2024
ProShares UltraPro QQQ
0%
▲ 29.68%
10
Sell
Jul 17, 2024
Vanguard S&P 500 ETF
48.83%
▲ 29.39%
67
Buy
Jul 09, 2024
Mercadolibre
0.2%
▲ 0.84%
2
Buy
Jul 08, 2024
PDD Holdings
0.13%
▼ 3.13%
1
Open
Jul 03, 2024
CoStar Group
0.09%
▲ 0.77%
1
Open
Jul 03, 2024
Super Micro Computer
0.1%
▼ 1.91%
1
Open
Jul 01, 2024
IMPINJ
0%
▲ 124.79%
5
Sell
Apr 25, 2024
iShares 20+ Year Treasury Bond ETF
0.11%
▲ 6.93%
1
Open
Apr 25, 2024
IShares Bitcoin Trust Registered
0.47%
▼ 6.23%
1
Open
Apr 08, 2024
Abercrombie Fitch
▲ 62.85%
3
Close
Mar 12, 2024
Invesco QQQ Trust
29.92%
▲ 56.48%
11
Sell
Feb 07, 2024
BioNano Genomics
▼ 93.96%
2
Close
Dec 14, 2023
ON Semiconductor
0.09%
▼ 10.52%
1
Open
Dec 13, 2023
Sorrento Therapeutics
▼ 98.27%
2
Close
Dec 12, 2023
Workhorse Group
▼ 91.45%
2
Close
Sep 26, 2023
Nio
0.01%
▼ 92.00%
2
Sell
Apr 19, 2023
Quince Therapeutics
▼ 97.90%
6
Close
Mar 21, 2023
Yext
▼ 40.41%
2
Close
Mar 16, 2023
Nvidia
0.87%
▲ 205.36%
12
Buy
Mar 16, 2023