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New Portfolio - New Portfolio

PerformancePortfolio Details

Alex Lu

New Portfolio
Individual Investor
Ranked #67,223 out of 788,374 TipRanks' Investors
Success Rate
68%
245 out of 358
profitable transactions
Average Return
18.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.40%
6-Month Return▲ 9.30%
12-Month Return▲ 25.34%
YTD Return▲ 3.73%
Total Return▲ 34.06%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 714.83%

Bio

Goal 21%

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.55%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.01%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.05%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 8.71%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 4.70%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.46%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 0.26%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.55%
▼ 13.14%▲ 2.34%▲ 1.20%
▲ 2.93%▲ 2.10%▲ 4.01%
▲ 9.99%▼ 0.89%▼ 1.05%
▲ 26.03%▲ 5.96%▲ 8.71%
▲ 5.94%▼ 2.41%▼ 4.70%
▲ 5.25%▲ 2.69%▲ 3.46%
▼ 10.49%▼ 0.31%▲ 0.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CSGP
CoStar Group
―
▲ 0.31%
3
Close
Feb 14, 2025
TLT
iShares 20+ Year Treasury Bond ETF
―
▲ 3.69%
4
Close
Feb 05, 2025
VOO
Vanguard S&P 500 ETF
59.04%
▲ 36.58%
81
Buy
Feb 04, 2025
MSTX
Defiance Daily Target 1.75x Long MSTR ETF
0.72%
▼ 40.04%
7
Sell
Jan 17, 2025
TQQQ
ProShares UltraPro QQQ
1.33%
▲ 43.60%
17
Open
Dec 30, 2024
LINC
Lincoln Edu
0.68%
▲ 60.91%
2
Buy
Dec 13, 2024
BLOK
Amplify Transformational Data Sharing ETF
―
▲ 52.34%
2
Close
Dec 06, 2024
AMAT
Applied Materials
―
▲ 47.18%
14
Close
Dec 05, 2024
ANF
Abercrombie Fitch
―
▲ 25.19%
8
Close
Dec 05, 2024
RBRK
Rubrik, Inc. Class A
―
▲ 58.48%
2
Close
Dec 05, 2024
SOFI
SoFi Technologies
―
▲ 37.15%
2
Close
Nov 14, 2024
COHR
Coherent Corp
―
▲ 5.95%
6
Close
Nov 07, 2024
MELI
Mercadolibre
―
▲ 8.42%
3
Close
Nov 07, 2024
PI
IMPINJ
―
▲ 158.22%
8
Close
Sep 30, 2024
MED
Medifast
―
▼ 55.12%
2
Close
Sep 19, 2024
NIO
Nio
―
▼ 90.32%
3
Close
Sep 19, 2024
SMCI
Super Micro Computer
0.12%
▼ 25.19%
2
Buy
Jul 25, 2024
PDD
PDD Holdings
0.11%
▼ 4.37%
1
Open
Jul 03, 2024
IBIT
IShares Bitcoin Trust Registered
0.57%
▲ 31.67%
1
Open
Apr 08, 2024
QQQ
Invesco QQQ Trust
28.39%
▲ 73.75%
11
Sell
Feb 07, 2024