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New Portfolio - New Portfolio
Alex Lu
New PortfolioIndividual Investor
Ranked #83,525 out of 824,962 TipRanks' Investors
Success Rate
265 out of 381
profitable transactions
profitable transactions
Average Return
25.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.51%
6-Month Return▲ 23.49%
12-Month Return▲ 20.42%
YTD Return▲ 19.53%
Total Return▲ 54.44%
Best Trade
Bio
Goal 21%
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.45%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.50%
Apr 2025
▲ 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
▲ 4.39%
▲ 0.84%
▼ 0.25%
Oct 2025
▼ 6.38%▼ 5.57%▼ 5.45%
▲ 0.80%▼ 0.87%▲ 2.50%
▲ 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%
▲ 4.39%▲ 0.84%▼ 0.25%
Recent Activity
Interactive Brokers
1.13%
▲ 3.83%
2
Buy
Oct 17, 2025
Vanguard S&P 500 ETF
60.97%
▲ 51.16%
90
Buy
Oct 02, 2025
Abercrombie Fitch
0.26%
▲ 5.37%
10
Buy
Sep 20, 2025
Boston Scientific
0.09%
▲ 10.64%
4
Open
Aug 26, 2025
Netflix
0.21%
▲ 2.45%
4
Open
Aug 26, 2025
CrowdStrike Holdings
0.1%
▼ 2.69%
8
Open
Aug 26, 2025
Costco
0.17%
▲ 0.08%
1
Open
Aug 26, 2025
Global X Artificial Intelligence & Technology ETF
0.05%
▲ 13.56%
1
Open
Aug 26, 2025
Invesco QQQ Trust
26.04%
▲ 95.46%
16
Sell
Jul 25, 2025
ProShares UltraPro QQQ
0%
▲ 60.24%
24
Sell
Jun 27, 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
0.29%
▼ 71.90%
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
Coherent Corp
―
▲ 5.95%
6
Close
Nov 07, 2024