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Retailers - Discount - New Portfolio
Samuel Lu
Retailers - DiscountIndividual Investor
Ranked #329,676 out of 803,756 TipRanks' Investors
Success Rate
7 out of 11
profitable transactions
profitable transactions
Average Return
11.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.17%
6-Month Return-
12-Month Return-
YTD Return▲ 13.67%
Total Return▲ 13.67%
Best Trade
Bio
Buying up discount retailers in market downturn
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
―
Nov 2024
▲ 5.10%
▼ 2.41%
―
Dec 2024
▲ 6.03%
▲ 2.69%
―
Jan 2025
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 7.16%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.01%
May 2025
▲ 3.71%
▲ 1.29%
▲ 1.02%
Jun 2025
▲ 25.97%▲ 5.96%―
▲ 5.10%▼ 2.41%―
▲ 6.03%▲ 2.69%―
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.83%▼ 0.87%▲ 7.16%
▲ 12.21%▲ 6.28%▲ 5.01%
▲ 3.71%▲ 1.29%▲ 1.02%
Recent Activity
Dollar Tree
―
▲ 25.50%
2
Close
Jun 11, 2025
Centene
―
▼ 6.58%
2
Close
May 15, 2025
Bj's Wholesale Club Holdings
11.11%
▼ 3.05%
1
Open
Mar 31, 2025
Costco
11.11%
▲ 4.70%
1
Open
Mar 31, 2025
Dollar General
11.11%
▲ 27.01%
1
Open
Mar 31, 2025
Five Below
11.11%
▲ 62.60%
1
Open
Mar 31, 2025
Grocery Outlet Holding
11.11%
▼ 2.50%
1
Open
Mar 31, 2025
Ollie's Bargain Outlet Holding
11.11%
▼ 1.62%
1
Open
Mar 31, 2025
Pricesmart
11.11%
▲ 20.03%
1
Open
Mar 31, 2025
Ross Stores
11.11%
▲ 3.47%
1
Open
Mar 31, 2025
TJX Companies
11.11%
▲ 2.06%
1
Open
Mar 31, 2025