New Portfolio - New Portfolio

Alex Lu

New Portfolio
Individual Investor
Ranked #59,568 out of 766,001 TipRanks' Investors
Success Rate
69%
234 out of 341
profitable transactions
Average Return
20.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.77%
6-Month Return▲ 18.73%
12-Month Return▲ 47.72%
YTD Return▲ 33.28%
Total Return▲ 32.37%

Best Trade

Opened at
Closed at-
Gain▲ 794.73%

Bio

Goal 21%

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.70%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.29%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.55%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.01%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.29%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.37%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.00%
▲ 11.46%▲ 5.06%▲ 6.70%
▼ 2.25%▲ 3.53%▲ 4.29%
▲ 25.72%▲ 1.21%▲ 0.55%
▼ 4.22%▲ 2.34%▲ 1.20%
▲ 7.82%▲ 2.10%▲ 4.01%
▲ 6.02%▼ 0.89%▼ 1.29%
▲ 5.59%▲ 5.20%▲ 6.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coherent Corp
▲ 5.95%
6
Close
Nov 07, 2024
Mercadolibre
▲ 8.42%
3
Close
Nov 07, 2024
Vanguard S&P 500 ETF
52%
▲ 38.93%
74
Buy
Nov 02, 2024
ProShares UltraPro QQQ
2.63%
▲ 47.25%
15
Sell
Oct 30, 2024
IMPINJ
▲ 158.22%
8
Close
Sep 30, 2024
Medifast
▼ 43.46%
2
Close
Sep 19, 2024
Nio
▼ 90.32%
3
Close
Sep 19, 2024
Super Micro Computer
0.05%
▼ 67.28%
2
Buy
Jul 25, 2024
Rubrik, Inc. Class A
0.24%
▲ 32.19%
1
Open
Jul 19, 2024
PDD Holdings
0.1%
▼ 14.22%
1
Open
Jul 03, 2024
CoStar Group
0.08%
▲ 4.82%
1
Open
Jul 03, 2024
iShares 20+ Year Treasury Bond ETF
0.1%
▲ 7.85%
1
Open
Apr 25, 2024
IShares Bitcoin Trust Registered
0.46%
▲ 6.69%
1
Open
Apr 08, 2024
Abercrombie Fitch
▲ 62.85%
3
Close
Mar 12, 2024
Invesco QQQ Trust
27.83%
▲ 69.53%
11
Sell
Feb 07, 2024
BioNano Genomics
▼ 93.96%
2
Close
Dec 14, 2023
ON Semiconductor
0.07%
▼ 13.14%
1
Open
Dec 13, 2023
Sorrento Therapeutics
▼ 98.27%
2
Close
Dec 12, 2023
Workhorse Group
▼ 91.45%
2
Close
Sep 26, 2023
Quince Therapeutics
▼ 97.90%
6
Close
Mar 21, 2023