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Retailers - Discount - New Portfolio
Samuel Lu
Retailers - DiscountIndividual Investor
Ranked #205,202 out of 798,604 TipRanks' Investors
Success Rate
9 out of 11
profitable transactions
profitable transactions
Average Return
6.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.58%
6-Month Return-
12-Month Return-
YTD Return▲ 8.88%
Total Return▲ 8.88%
Best Trade
Bio
Buying up discount retailers in market downturn
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.40%
▼ 2.41%
―
Dec 2024
▲ 6.01%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 7.16%
Apr 2025
▼ 0.59%
▲ 1.90%
▲ 1.60%
May 2025
▲ 9.99%▼ 0.89%―
▲ 25.97%▲ 5.96%―
▲ 5.40%▼ 2.41%―
▲ 6.01%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.74%▼ 0.87%▲ 7.16%
▼ 0.59%▲ 1.90%▲ 1.60%
Recent Activity
Centene
9.09%
▼ 2.91%
1
Open
Apr 03, 2025
Bj's Wholesale Club Holdings
9.09%
▲ 0.55%
1
Open
Mar 31, 2025
Costco
9.09%
▲ 6.55%
1
Open
Mar 31, 2025
Dollar General
9.09%
▲ 4.59%
1
Open
Mar 31, 2025
Dollar Tree
9.09%
▲ 13.73%
1
Open
Mar 31, 2025
Five Below
9.09%
▲ 14.78%
1
Open
Mar 31, 2025
Grocery Outlet Holding
9.09%
▲ 7.15%
1
Open
Mar 31, 2025
Ollie's Bargain Outlet Holding
9.09%
▼ 6.38%
1
Open
Mar 31, 2025
Pricesmart
9.09%
▲ 20.43%
1
Open
Mar 31, 2025
Ross Stores
9.09%
▲ 12.19%
1
Open
Mar 31, 2025
TJX Companies
9.09%
▲ 5.16%
1
Open
Mar 31, 2025