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Retailers - Discount - New Portfolio
Samuel Lu
Retailers - DiscountIndividual Investor
Ranked #311,970 out of 836,051 TipRanks' Investors
Success Rate
17 out of 24
profitable transactions
profitable transactions
Average Return
11.65%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.80%
6-Month Return▲ 14.92%
12-Month Return-
YTD Return▲ 3.83%
Total Return▲ 30.96%
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%
▲ 9.25%
▲ 5.14%
▲ 1.10%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.85%
Aug 2025
▲ 12.88%
▲ 3.56%
―
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.00%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.56%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.94%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 3.83%
Jan 2026
▲ 9.25%▲ 5.14%▲ 1.10%
▲ 7.60%▲ 2.30%▲ 1.83%
▲ 2.76%▲ 2.05%▲ 9.85%
▲ 12.88%▲ 3.56%―
▲ 10.96%▲ 2.38%▼ 3.00%
▼ 3.57%▲ 0.19%▲ 0.56%
▼ 0.10%▲ 0.08%▲ 1.94%
▲ 1.08%▲ 1.11%▲ 3.83%
Recent Activity
Costco
7.69%
▲ 1.36%
3
Open
Oct 17, 2025
Dollar General
7.69%
▲ 32.66%
3
Open
Oct 17, 2025
Dollar Tree
7.69%
▲ 30.98%
3
Open
Oct 17, 2025
Five Below
7.69%
▲ 46.39%
3
Open
Oct 17, 2025
Grocery Outlet Holding
7.69%
▼ 3.75%
3
Open
Oct 17, 2025
Ollie's Bargain Outlet Holding
7.69%
▲ 3.24%
3
Open
Oct 17, 2025
Pricesmart
7.69%
▲ 12.66%
3
Open
Oct 17, 2025
Ross Stores
7.69%
▲ 18.16%
3
Open
Oct 17, 2025
TJX Companies
7.69%
▲ 9.70%
3
Open
Oct 17, 2025
Roper Technologies
7.69%
▼ 15.09%
1
Open
Oct 12, 2025
NetApp
7.69%
▼ 10.76%
1
Open
Oct 12, 2025
Baidu
7.69%
▲ 12.36%
1
Open
Oct 12, 2025
Nextpower Inc
7.69%
▲ 2.60%
1
Open
Oct 12, 2025
Bj's Wholesale Club Holdings
―
▼ 5.84%
2
Close
Aug 11, 2025
Centene
―
▼ 6.58%
2
Close
May 15, 2025