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SW - New Portfolio

PerformancePortfolio Details

Yi Lu

SW
Individual Investor
Ranked #54,652 out of 775,913 TipRanks' Investors
Success Rate
66%
92 out of 139
profitable transactions
Average Return
25.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.82%
6-Month Return▲ 51.15%
12-Month Return▲ 48.45%
YTD Return▲ 49.03%
Total Return▲ 90.56%

Best Trade

AssetTesla (TSLA)
Opened at
Closed at-
Gain▲ 215.39%

Bio

This is my portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.60%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 8.59%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.34%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.00%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 18.23%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 5.84%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 6.60%
▲ 25.71%▲ 1.21%▲ 8.59%
▼ 4.22%▲ 2.34%▼ 0.33%
▲ 7.82%▲ 2.10%▲ 9.34%
▲ 5.38%▼ 0.89%▼ 1.00%
▲ 43.22%▲ 5.96%▲ 18.23%
▲ 3.34%▼ 1.56%▲ 5.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TLT
iShares 20+ Year Treasury Bond ETF
8.26%
▼ 2.18%
7
Buy
Dec 21, 2024
U
Unity Software
6.01%
▲ 28.68%
4
Sell
Nov 22, 2024
AMD
Advanced Micro Devices
7.96%
▼ 20.04%
2
Buy
Nov 19, 2024
VYM
Vanguard High Dividend Yield Index ETF
―
▲ 36.43%
16
Close
Nov 14, 2024
DHI
DR Horton
7.46%
▼ 15.42%
4
Buy
Oct 29, 2024
YINN
Direxion Daily FTSE China Bull 3X Shares
―
▼ 24.56%
3
Close
Oct 15, 2024
AAPL
Apple
―
▲ 80.00%
14
Close
Sep 24, 2024
ALK
Alaska Air
―
▲ 13.01%
2
Close
Sep 24, 2024
GOOG
Alphabet Class C
25.77%
▲ 25.42%
3
Buy
Sep 09, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
TSLA
Tesla
22.5%
▲ 136.31%
30
Sell
Apr 24, 2024
BAC
Bank of America
―
▲ 17.57%
5
Close
Dec 19, 2023
SDOW
ProShares UltraPro Short Dow30
―
▲ 3.42%
12
Close
Aug 18, 2023
ISRG
Intuitive Surgical
4.2%
▲ 92.86%
15
Sell
Nov 01, 2022
NIO
Nio
―
▼ 48.16%
11
Close
Sep 13, 2022
LULU
Lululemon Athletica
―
▼ 8.89%
4
Close
Jun 13, 2022
ASML
ASML Holding
―
▲ 2.81%
4
Close
Apr 06, 2022
SQ
Block
―
▼ 53.29%
10
Close
Feb 03, 2022
PYPL
PayPal Holdings
―
▼ 30.33%
2
Close
Feb 03, 2022
CAT
Caterpillar
―
▲ 8.73%
2
Close
Feb 01, 2022