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SW - New Portfolio
Yi Lu
SWIndividual Investor
Ranked #86,495 out of 747,498 TipRanks' Investors
Success Rate
85 out of 131
profitable transactions
profitable transactions
Average Return
10.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.84%
6-Month Return▲ 16.18%
12-Month Return▲ 14.08%
YTD Return▲ 11.26%
Total Return▲ 41.92%
Best Trade
Bio
This is my portfolio
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.51%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.78%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.60%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 9.44%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.88%
▼ 1.87%▲ 1.59%▼ 7.51%
▲ 14.08%▲ 5.22%▲ 3.34%
▲ 5.05%▲ 3.27%▼ 2.78%
▼ 12.40%▼ 4.03%▲ 0.01%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 6.60%
▲ 25.65%▲ 0.88%▲ 9.44%
Recent Activity
Unity Software
3.83%
▼ 8.16%
1
Open
Jul 16, 2024
Advanced Micro Devices
5.37%
▼ 5.40%
1
Open
Jun 12, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
DR Horton
4.11%
▲ 14.75%
1
Open
May 17, 2024
Alphabet Class C
12.72%
▲ 14.57%
2
Buy
May 15, 2024
iShares 20+ Year Treasury Bond ETF
12.08%
▲ 0.98%
5
Buy
May 06, 2024
Tesla
11.3%
▲ 34.25%
30
Sell
Apr 24, 2024
Bank of America
―
▲ 17.57%
5
Close
Dec 19, 2023
Alaska Air
4.48%
▲ 2.99%
1
Open
Oct 02, 2023
ProShares UltraPro Short Dow30
―
▲ 1.33%
12
Close
Aug 18, 2023
Apple
2.65%
▲ 77.37%
13
Sell
Apr 11, 2023
Vanguard High Dividend Yield Index ETF
8.68%
▲ 26.54%
15
Sell
Jan 09, 2023
Intuitive Surgical
3.23%
▲ 70.57%
15
Sell
Nov 01, 2022
Nio
―
▼ 48.16%
11
Close
Sep 13, 2022
Lululemon Athletica
―
▼ 8.89%
4
Close
Jun 13, 2022
ASML Holding
―
▲ 2.81%
4
Close
Apr 06, 2022
Block
―
▼ 53.29%
10
Close
Feb 03, 2022
PayPal Holdings
―
▼ 30.33%
2
Close
Feb 03, 2022
Caterpillar
―
▲ 8.73%
2
Close
Feb 01, 2022
Teladoc
―
▼ 46.05%
6
Close
Nov 29, 2021