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SW - New Portfolio
Yi Lu
SWIndividual Investor
Ranked #56,319 out of 766,394 TipRanks' Investors
Success Rate
95 out of 137
profitable transactions
profitable transactions
Average Return
21.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 28.22%
6-Month Return▲ 55.10%
12-Month Return▲ 61.52%
YTD Return▲ 43.65%
Total Return▲ 83.68%
Best Trade
Bio
This is my portfolio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 0.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.60%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.59%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.34%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.87%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 16.07%
Nov 2024
▼ 12.40%▼ 4.03%▲ 0.01%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 6.60%
▲ 25.72%▲ 1.21%▲ 8.59%
▼ 4.22%▲ 2.34%▼ 0.33%
▲ 7.82%▲ 2.10%▲ 9.34%
▲ 6.02%▼ 0.89%▲ 2.87%
▲ 22.71%▲ 5.30%▲ 16.07%
Recent Activity
DR Horton
7.86%
▲ 1.21%
4
Buy
Oct 29, 2024
iShares 20+ Year Treasury Bond ETF
15.42%
▲ 1.21%
6
Buy
Oct 28, 2024
Direxion Daily FTSE China Bull 3X Shares
―
▼ 24.56%
3
Close
Oct 15, 2024
Unity Software
3.5%
▲ 14.45%
2
Sell
Sep 27, 2024
Apple
―
▲ 80.00%
14
Close
Sep 24, 2024
Alaska Air
―
▲ 13.01%
2
Close
Sep 24, 2024
Alphabet Class C
22.27%
▲ 18.14%
3
Buy
Sep 09, 2024
Advanced Micro Devices
5.23%
▼ 8.04%
1
Open
Jun 12, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
Tesla
15.96%
▲ 96.43%
30
Sell
Apr 24, 2024
Bank of America
―
▲ 17.57%
5
Close
Dec 19, 2023
ProShares UltraPro Short Dow30
―
▲ 3.42%
12
Close
Aug 18, 2023
Vanguard High Dividend Yield Index ETF
9.6%
▲ 38.17%
15
Sell
Jan 09, 2023
Intuitive Surgical
3.91%
▲ 96.49%
15
Sell
Nov 01, 2022
Nio
―
▼ 48.16%
11
Close
Sep 13, 2022
Lululemon Athletica
―
▼ 8.89%
4
Close
Jun 13, 2022
ASML Holding
―
▲ 2.81%
4
Close
Apr 06, 2022
Block
―
▼ 53.29%
10
Close
Feb 03, 2022
PayPal Holdings
―
▼ 30.33%
2
Close
Feb 03, 2022
Caterpillar
―
▲ 8.73%
2
Close
Feb 01, 2022