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Retailers - Discount - New Portfolio
Samuel Lu
Retailers - DiscountIndividual Investor
Ranked #256,386 out of 852,569 TipRanks' Investors
Success Rate
19 out of 25
profitable transactions
profitable transactions
Average Return
12.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.30%
6-Month Return▲ 13.63%
12-Month Return-
YTD Return▲ 5.47%
Total Return▲ 33.13%
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%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 0.63%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.94%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.56%
Jan 2026
▼ 0.78%
▼ 0.84%
▲ 2.83%
Feb 2026
▲ 7.60%▲ 2.30%▲ 1.83%
▲ 2.76%▲ 2.05%▲ 9.85%
▲ 12.88%▲ 3.56%―
▲ 10.96%▲ 2.38%▼ 3.00%
▼ 3.58%▲ 0.19%▲ 0.63%
▼ 0.10%▲ 0.08%▲ 1.94%
▲ 4.06%▲ 1.47%▲ 2.56%
▼ 0.78%▼ 0.84%▲ 2.83%
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%
▲ 6.93%
1
Open
Jan 18, 2026
Costco
10%
▲ 4.80%
3
Open
Oct 17, 2025
Dollar General
10%
▲ 35.15%
3
Open
Oct 17, 2025
Dollar Tree
10%
▲ 25.91%
3
Open
Oct 17, 2025
Five Below
10%
▲ 44.74%
3
Open
Oct 17, 2025
Grocery Outlet Holding
10%
▼ 2.97%
3
Open
Oct 17, 2025
Ollie's Bargain Outlet Holding
10%
▲ 1.66%
3
Open
Oct 17, 2025
Pricesmart
10%
▲ 18.68%
3
Open
Oct 17, 2025
Ross Stores
10%
▲ 18.16%
3
Open
Oct 17, 2025
TJX Companies
10%
▲ 8.19%
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