tiprankstipranks
Trending News
More News >

Retailers - Discount - New Portfolio

Samuel Lu

Retailers - Discount
Individual Investor
Ranked #327,011 out of 802,872 TipRanks' Investors
Success Rate
64%
7 out of 11
profitable transactions
Average Return
13.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.15%
6-Month Return-
12-Month Return-
YTD Return▲ 15.71%
Total Return▲ 15.71%

Best Trade

Opened at
Closed at-
Gain▲ 68.46%

Bio

Buying up discount retailers in market downturn

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.43%
▼ 2.41%
Dec 2024
▲ 5.99%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 7.16%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.01%
May 2025
▲ 4.71%
▲ 1.75%
▲ 2.83%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.43%▼ 2.41%
▲ 5.99%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.76%▼ 0.87%▲ 7.16%
▲ 12.21%▲ 6.28%▲ 5.01%
▲ 4.71%▲ 1.75%▲ 2.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Centene
▼ 6.58%
2
Close
May 15, 2025
Bj's Wholesale Club Holdings
10%
▼ 3.51%
1
Open
Mar 31, 2025
Costco
10%
▲ 6.39%
1
Open
Mar 31, 2025
Dollar General
10%
▲ 28.86%
1
Open
Mar 31, 2025
Dollar Tree
10%
▲ 25.02%
1
Open
Mar 31, 2025
Five Below
10%
▲ 68.46%
1
Open
Mar 31, 2025
Grocery Outlet Holding
10%
▼ 3.51%
1
Open
Mar 31, 2025
Ollie's Bargain Outlet Holding
10%
▼ 0.41%
1
Open
Mar 31, 2025
Pricesmart
10%
▲ 23.34%
1
Open
Mar 31, 2025
Ross Stores
10%
▲ 11.25%
1
Open
Mar 31, 2025
TJX Companies
10%
▲ 4.07%
1
Open
Mar 31, 2025