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Retailers - Discount - New Portfolio
Samuel Lu
Retailers - DiscountIndividual Investor
Ranked #275,545 out of 795,509 TipRanks' Investors
Success Rate
7 out of 11
profitable transactions
profitable transactions
Average Return
0.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.68%
6-Month Return-
12-Month Return-
YTD Return▲ 1.68%
Total Return▲ 1.68%
Best Trade
Bio
Buying up discount retailers in market downturn
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
―
Sep 2024
▲ 10.00%
▼ 0.89%
―
Oct 2024
▲ 25.98%
▲ 5.96%
―
Nov 2024
▲ 5.34%
▼ 2.41%
―
Dec 2024
▲ 5.99%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▼ 12.15%
▼ 4.55%
▲ 1.68%
Apr 2025
▲ 2.92%▲ 2.10%―
▲ 10.00%▼ 0.89%―
▲ 25.98%▲ 5.96%―
▲ 5.34%▼ 2.41%―
▲ 5.99%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▼ 12.15%▼ 4.55%▲ 1.68%
Recent Activity
Centene
9.09%
▼ 0.67%
1
Open
Apr 03, 2025
Bj's Wholesale Club Holdings
9.09%
▲ 2.86%
1
Open
Mar 31, 2025
Costco
9.09%
▲ 1.86%
1
Open
Mar 31, 2025
Dollar General
9.09%
▲ 1.26%
1
Open
Mar 31, 2025
Dollar Tree
9.09%
▼ 3.94%
1
Open
Mar 31, 2025
Five Below
9.09%
▼ 19.29%
1
Open
Mar 31, 2025
Grocery Outlet Holding
9.09%
▲ 1.29%
1
Open
Mar 31, 2025
Ollie's Bargain Outlet Holding
9.09%
▼ 1.67%
1
Open
Mar 31, 2025
Pricesmart
9.09%
▲ 4.43%
1
Open
Mar 31, 2025
Ross Stores
9.09%
▲ 10.74%
1
Open
Mar 31, 2025
TJX Companies
9.09%
▲ 5.21%
1
Open
Mar 31, 2025