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New Portfolio - New Portfolio
Alex Lu
New PortfolioIndividual Investor
Ranked #81,732 out of 834,054 TipRanks' Investors
Success Rate
271 out of 389
profitable transactions
profitable transactions
Average Return
26.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.35%
6-Month Return▲ 5.40%
12-Month Return▲ 14.46%
YTD Return▲ 17.32%
Total Return▲ 51.60%
Best Trade
Bio
Goal 21%
Performance
12.88%0-12.88%
▲ 11.63%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 3.80%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.35%
Dec 2025
▲ 11.63%▲ 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%
▼ 3.57%▲ 0.19%▼ 3.80%
▲ 1.55%▲ 1.31%▲ 0.35%
Recent Activity
iShares 0-3 Month Treasury Bond ETF
2.54%
▲ 0.31%
1
Open
Nov 28, 2025
Interactive Brokers
1.33%
▲ 4.50%
4
Buy
Nov 21, 2025
Vanguard S&P 500 ETF
62.1%
▲ 54.70%
92
Buy
Nov 07, 2025
Broadcom
0.19%
▲ 26.01%
5
Buy
Oct 31, 2025
Costco
0.32%
▼ 5.64%
2
Buy
Oct 31, 2025
ProShares UltraPro QQQ
―
▲ 65.58%
25
Close
Oct 27, 2025
Abercrombie Fitch
0.46%
▲ 30.24%
10
Buy
Sep 20, 2025
Boston Scientific
0.09%
▲ 8.65%
4
Open
Aug 26, 2025
Netflix
0.17%
▼ 2.14%
4
Open
Aug 26, 2025
CrowdStrike Holdings
0.09%
▼ 4.32%
8
Open
Aug 26, 2025
Global X Artificial Intelligence & Technology ETF
0.05%
▲ 14.65%
1
Open
Aug 26, 2025
Invesco QQQ Trust
26.12%
▲ 99.98%
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
0.08%
▼ 92.51%
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