New Portfolio - New Portfolio
Alex Lu
New PortfolioIndividual Investor
Ranked #88,519 out of 858,312 TipRanks' Investors
Success Rate
267 out of 391
profitable transactions
profitable transactions
Average Return
23.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.81%
6-Month Return▼ 9.13%
12-Month Return▲ 28.36%
YTD Return▼ 4.99%
Total Return▲ 41.16%
Best Trade
Bio
Goal 21%
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.73%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.42%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.79%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.31%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.04%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 1.69%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 4.96%
Mar 2026
▲ 1.76%
▲ 0.84%
▲ 0.64%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.73%
▲ 10.96%▲ 2.38%▲ 1.42%
▼ 3.68%▲ 0.19%▼ 3.79%
▼ 0.10%▲ 0.08%▼ 1.31%
▲ 4.06%▲ 1.47%▲ 1.04%
▼ 1.10%▼ 0.86%▼ 1.69%
▲ 1.22%▼ 4.94%▼ 4.96%
▲ 1.76%▲ 0.84%▲ 0.64%
Recent Activity
Interactive Brokers
1.5%
▲ 2.98%
5
Buy
Feb 07, 2026
Abercrombie Fitch
0%
▲ 15.21%
11
Sell
Dec 29, 2025
iShares 0-3 Month Treasury Bond ETF
3.16%
▲ 1.11%
2
Buy
Dec 29, 2025
Vanguard S&P 500 ETF
62.11%
▲ 47.41%
92
Buy
Nov 07, 2025
Broadcom
0.18%
▲ 21.11%
5
Buy
Oct 31, 2025
Costco
0.39%
▲ 9.81%
2
Buy
Oct 31, 2025
ProShares UltraPro QQQ
―
▲ 65.58%
25
Close
Oct 27, 2025
Boston Scientific
0.06%
▼ 1.76%
4
Open
Aug 26, 2025
Netflix
0.19%
▼ 1.00%
4
Open
Aug 26, 2025
CrowdStrike Holdings
0.08%
▼ 7.60%
8
Open
Aug 26, 2025
Global X Artificial Intelligence & Technology ETF
0.05%
▲ 5.18%
1
Open
Aug 26, 2025
Invesco QQQ Trust
25.78%
▲ 87.75%
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
0.03%
▼ 96.81%
7
Sell
Jan 17, 2025
Amplify Transformational Data Sharing ETF
―
▲ 52.35%
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