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New Portfolio - New Portfolio
Alex Lu
New PortfolioIndividual Investor
Ranked #82,305 out of 828,391 TipRanks' Investors
Success Rate
266 out of 386
profitable transactions
profitable transactions
Average Return
25.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.33%
6-Month Return▲ 8.31%
12-Month Return▲ 15.75%
YTD Return▲ 15.77%
Total Return▲ 49.58%
Best Trade
Bio
Goal 21%
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 2.50%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 7.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.18%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.31%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.73%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.42%
Oct 2025
▼ 4.74%
▼ 1.47%
▼ 4.74%
Nov 2025
▲ 0.80%▼ 0.87%▲ 2.50%
▲ 11.64%▲ 6.28%▲ 7.69%
▲ 9.25%▲ 5.14%▲ 7.18%
▲ 7.60%▲ 2.30%▲ 3.02%
▲ 2.76%▲ 2.05%▼ 0.31%
▲ 12.88%▲ 3.56%▲ 3.73%
▲ 10.96%▲ 2.38%▲ 1.42%
▼ 4.74%▼ 1.47%▼ 4.74%
Recent Activity
Vanguard S&P 500 ETF
61.97%
▲ 50.13%
92
Buy
Nov 07, 2025
Broadcom
0.19%
▲ 24.32%
5
Buy
Oct 31, 2025
Costco
0.34%
▼ 0.05%
2
Buy
Oct 31, 2025
ProShares UltraPro QQQ
―
▲ 65.58%
25
Close
Oct 27, 2025
Interactive Brokers
1.12%
▲ 2.07%
2
Buy
Oct 17, 2025
Abercrombie Fitch
0.26%
▲ 5.42%
10
Buy
Sep 20, 2025
Boston Scientific
0.1%
▲ 10.73%
4
Open
Aug 26, 2025
Netflix
0.21%
▲ 2.41%
4
Open
Aug 26, 2025
CrowdStrike Holdings
0.1%
▼ 2.07%
8
Open
Aug 26, 2025
Global X Artificial Intelligence & Technology ETF
0.05%
▲ 11.49%
1
Open
Aug 26, 2025
Invesco QQQ Trust
26.13%
▲ 94.91%
16
Sell
Jul 25, 2025
IShares Bitcoin Trust Registered
―
▲ 43.44%
3
Close
May 14, 2025
Lincoln Edu
―
▲ 61.01%
4
Close
Apr 08, 2025
CoStar Group
―
▲ 0.31%
3
Close
Feb 14, 2025
iShares 20+ Year Treasury Bond ETF
―
▲ 4.06%
4
Close
Feb 05, 2025
Defiance Daily Target 1.75x Long MSTR ETF
0.14%
▼ 86.98%
7
Sell
Jan 17, 2025
Amplify Transformational Data Sharing ETF
―
▲ 52.34%
2
Close
Dec 06, 2024
Applied Materials
―
▲ 47.18%
14
Close
Dec 05, 2024
Rubrik, Inc. Class A
―
▲ 58.48%
2
Close
Dec 05, 2024
SoFi
―
▲ 37.15%
2
Close
Nov 14, 2024