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New Portfolio - New Portfolio
Alex Lu
New PortfolioIndividual Investor
Ranked #73,478 out of 817,541 TipRanks' Investors
Success Rate
264 out of 378
profitable transactions
profitable transactions
Average Return
23.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.53%
6-Month Return▲ 23.77%
12-Month Return▲ 26.10%
YTD Return▲ 16.54%
Total Return▲ 50.58%
Best Trade
Bio
Goal 21%
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 3.01%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.45%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.50%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.69%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.18%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 3.02%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.31%
Aug 2025
▲ 5.74%
▲ 0.82%
▲ 0.89%
Sep 2025
▼ 12.86%▼ 1.27%▼ 3.01%
▼ 1.80%▼ 5.57%▼ 5.45%
▲ 1.84%▼ 0.87%▲ 2.50%
▲ 12.20%▲ 6.28%▲ 7.69%
▲ 6.24%▲ 5.14%▲ 7.18%
▲ 27.87%▲ 2.30%▲ 3.02%
▲ 4.87%▲ 2.05%▼ 0.31%
▲ 5.74%▲ 0.82%▲ 0.89%
Recent Activity
Boston Scientific
0.1%
▲ 12.42%
4
Open
Aug 26, 2025
Netflix
0.24%
▲ 6.52%
4
Open
Aug 26, 2025
CrowdStrike Holdings
0.08%
▼ 6.62%
8
Open
Aug 26, 2025
Abercrombie Fitch
0.18%
▲ 18.47%
9
Open
Aug 26, 2025
Interactive Brokers
0.97%
▼ 1.60%
1
Open
Aug 26, 2025
Costco
0.19%
▲ 4.03%
1
Open
Aug 26, 2025
Global X Artificial Intelligence & Technology ETF
0.04%
▲ 3.31%
1
Open
Aug 26, 2025
Invesco QQQ Trust
25.67%
▲ 85.62%
16
Sell
Jul 25, 2025
Vanguard S&P 500 ETF
60.99%
▲ 46.53%
89
Sell
Jul 18, 2025
ProShares UltraPro QQQ
0%
▲ 52.44%
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
0.44%
▼ 58.95%
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