Retailers - Discount - New Portfolio
Samuel Lu
Retailers - DiscountIndividual Investor
Ranked #255,643 out of 858,885 TipRanks' Investors
Success Rate
19 out of 25
profitable transactions
profitable transactions
Average Return
10.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.01%
6-Month Return▲ 0.33%
12-Month Return▲ 25.59%
YTD Return▲ 0.65%
Total Return▲ 27.27%
Best Trade
Bio
SH Capital Sector Rotation Pure Alpha Fund —
focused on proprietary macroeconomic regime classification methodology development, to inform sector allocation decisions and drive alpha through cyclically aware rotation timings.
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
―
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.00%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.56%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 6.83%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.08%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 1.14%
Apr 2026
▲ 12.88%▲ 3.56%―
▲ 10.96%▲ 2.38%▼ 3.00%
▼ 3.68%▲ 0.19%▲ 0.80%
▼ 0.10%▲ 0.08%▲ 1.94%
▲ 4.06%▲ 1.47%▲ 2.56%
▼ 1.12%▼ 0.86%▲ 6.83%
▲ 0.60%▼ 4.94%▼ 7.08%
▲ 4.89%▲ 4.48%▼ 1.14%
Recent Activity
Roper Technologies
―
▼ 18.67%
2
Close
Jan 18, 2026
NetApp
―
▼ 12.21%
2
Close
Jan 18, 2026
Baidu
―
▲ 18.94%
2
Close
Jan 18, 2026
Nextpower Inc
―
▲ 10.81%
2
Close
Jan 18, 2026
Walmart
10%
▲ 6.12%
1
Open
Jan 18, 2026
Costco
10%
▲ 5.88%
3
Open
Oct 17, 2025
Dollar General
10%
▲ 19.49%
3
Open
Oct 17, 2025
Dollar Tree
10%
▲ 14.36%
3
Open
Oct 17, 2025
Five Below
10%
▲ 52.67%
3
Open
Oct 17, 2025
Grocery Outlet Holding
10%
▼ 12.57%
3
Open
Oct 17, 2025
Ollie's Bargain Outlet Holding
10%
▼ 5.84%
3
Open
Oct 17, 2025
Pricesmart
10%
▲ 22.64%
3
Open
Oct 17, 2025
Ross Stores
10%
▲ 28.54%
3
Open
Oct 17, 2025
TJX Companies
10%
▲ 11.02%
3
Open
Oct 17, 2025
Bj's Wholesale Club Holdings
―
▼ 5.84%
2
Close
Aug 11, 2025
Centene
―
▼ 6.58%
2
Close
May 15, 2025