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SW - New Portfolio
Yi Lu
SWIndividual Investor
Ranked #62,495 out of 769,002 TipRanks' Investors
Success Rate
94 out of 139
profitable transactions
profitable transactions
Average Return
20.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 28.52%
6-Month Return▲ 47.79%
12-Month Return▲ 51.80%
YTD Return▲ 44.02%
Total Return▲ 84.16%
Best Trade
Bio
This is my portfolio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 0.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.60%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.59%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.34%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.87%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 16.37%
Nov 2024
▼ 12.40%▼ 4.03%▲ 0.01%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 6.60%
▲ 25.72%▲ 1.21%▲ 8.59%
▼ 4.22%▲ 2.34%▼ 0.33%
▲ 7.82%▲ 2.10%▲ 9.34%
▲ 5.70%▼ 0.89%▲ 2.87%
▲ 21.94%▲ 3.81%▲ 16.37%
Recent Activity
Advanced Micro Devices
8.66%
▼ 7.71%
2
Buy
Nov 19, 2024
Unity Software
6.8%
▲ 23.65%
3
Buy
Nov 15, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 36.44%
16
Close
Nov 14, 2024
DR Horton
8.21%
▼ 1.17%
4
Buy
Oct 29, 2024
iShares 20+ Year Treasury Bond ETF
15.92%
▼ 0.58%
6
Buy
Oct 28, 2024
Direxion Daily FTSE China Bull 3X Shares
―
▼ 24.56%
3
Close
Oct 15, 2024
Apple
―
▲ 80.00%
14
Close
Sep 24, 2024
Alaska Air
―
▲ 13.01%
2
Close
Sep 24, 2024
Alphabet Class C
22.31%
▲ 15.13%
3
Buy
Sep 09, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
Tesla
17.21%
▲ 91.96%
30
Sell
Apr 24, 2024
Bank of America
―
▲ 17.57%
5
Close
Dec 19, 2023
ProShares UltraPro Short Dow30
―
▲ 3.42%
12
Close
Aug 18, 2023
Intuitive Surgical
4.09%
▲ 98.44%
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