tiprankstipranks

New Portfolio - New Portfolio

PerformancePortfolio Details

Alex Lu

New Portfolio
Individual Investor
Ranked #85,821 out of 861,174 TipRanks' Investors
Success Rate
70%
274 out of 391
profitable transactions
Average Return
28.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.42%
6-Month Return▲ 3.83%
12-Month Return▲ 25.34%
YTD Return▲ 7.78%
Total Return▲ 60.12%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 1103.42%

Bio

Goal 21%

Performance

16.06%0-16.06%
▲ 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
▼ 1.33%
▼ 0.86%
▼ 1.65%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.98%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 13.17%
Apr 2026
▲ 2.08%
▼ 0.09%
▲ 0.87%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 1.42%
▼ 3.68%▲ 0.19%▼ 3.79%
▼ 0.10%▲ 0.08%▼ 1.31%
▲ 4.06%▲ 1.47%▲ 1.04%
▼ 1.33%▼ 0.86%▼ 1.65%
▲ 0.52%▼ 4.94%▼ 4.98%
▲ 16.06%▲ 10.51%▲ 13.17%
▲ 2.08%▼ 0.09%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IBKR
Interactive Brokers
1.64%
▲ 24.24%
5
Buy
Feb 07, 2026
ANF
Abercrombie Fitch
0%
▲ 9.43%
11
Sell
Dec 29, 2025
SGOV
iShares 0-3 Month Treasury Bond ETF
2.85%
▲ 1.40%
2
Buy
Dec 29, 2025
VOO
Vanguard S&P 500 ETF
61.36%
▲ 61.37%
92
Buy
Nov 07, 2025
AVGO
Broadcom
0.21%
▲ 34.67%
5
Buy
Oct 31, 2025
COST
Costco
0.35%
▲ 9.74%
2
Buy
Oct 31, 2025
TQQQ
ProShares UltraPro QQQ
―
▲ 65.58%
25
Close
Oct 27, 2025
BSX
Boston Scientific
0.05%
▼ 3.63%
4
Open
Aug 26, 2025
NFLX
Netflix
0.16%
▼ 3.08%
4
Open
Aug 26, 2025
CRWD
CrowdStrike Holdings
0.08%
▼ 4.80%
8
Open
Aug 26, 2025
AIQ
Global X Artificial Intelligence & Technology ETF
0.05%
▲ 27.08%
1
Open
Aug 26, 2025
QQQ
Invesco QQQ Trust
26.76%
▲ 115.96%
16
Sell
Jul 25, 2025
IBIT
IShares Bitcoin Trust Registered
―
▲ 43.44%
3
Close
May 14, 2025
LINC
Lincoln Edu
―
▲ 61.01%
4
Close
Apr 08, 2025
CSGP
CoStar Group
―
▲ 0.31%
3
Close
Feb 14, 2025
TLT
iShares 20+ Year Treasury Bond ETF
―
▲ 4.06%
4
Close
Feb 05, 2025
MSTX
Defiance Daily Target 1.75x Long MSTR ETF
0.07%
▼ 92.98%
7
Sell
Jan 17, 2025
BLOK
Amplify Transformational Data Sharing ETF
―
▲ 52.35%
2
Close
Dec 06, 2024
AMAT
Applied Materials
―
▲ 47.18%
14
Close
Dec 05, 2024
RBRK
Rubrik, Inc. Class A
―
▲ 58.48%
2
Close
Dec 05, 2024