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SW - New Portfolio
Yi Lu
SWIndividual Investor
Ranked #101,010 out of 804,570 TipRanks' Investors
Success Rate
89 out of 140
profitable transactions
profitable transactions
Average Return
17.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.48%
6-Month Return▼ 13.52%
12-Month Return▲ 31.49%
YTD Return▼ 9.72%
Total Return▲ 65.38%
Best Trade
Bio
This is my portfolio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 18.23%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 1.98%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 18.20%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.81%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 6.62%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 17.92%
May 2025
▼ 1.39%
▲ 1.13%
▼ 4.72%
Jun 2025
▲ 25.97%▲ 5.96%▲ 18.23%
▲ 5.10%▼ 2.41%▲ 1.98%
▲ 6.03%▲ 2.69%▲ 3.29%
▼ 12.86%▼ 1.27%▼ 18.20%
▼ 1.80%▼ 5.57%▼ 10.81%
▲ 1.83%▼ 0.87%▲ 6.62%
▲ 12.21%▲ 6.28%▲ 17.92%
▼ 1.39%▲ 1.13%▼ 4.72%
Recent Activity
Unity Software
2.22%
▲ 31.88%
5
Sell
Feb 21, 2025
iShares 20+ Year Treasury Bond ETF
―
▼ 3.08%
8
Close
Dec 23, 2024
DR Horton
―
▼ 15.13%
5
Close
Dec 23, 2024
Advanced Micro Devices
12.34%
▼ 8.35%
3
Buy
Dec 23, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 36.44%
16
Close
Nov 14, 2024
Direxion Daily FTSE China Bull 3X Shares
―
▼ 24.56%
3
Close
Oct 15, 2024
Apple
―
▲ 80.00%
14
Close
Sep 24, 2024
Alaska Air
―
▲ 13.01%
2
Close
Sep 24, 2024
Alphabet Class C
16.14%
▲ 9.27%
3
Buy
Sep 09, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
Tesla
12.4%
▲ 80.81%
30
Sell
Apr 24, 2024
Bank of America
―
▲ 17.57%
5
Close
Dec 19, 2023
ProShares UltraPro Short Dow30
―
▲ 1.33%
12
Close
Aug 18, 2023
Intuitive Surgical
2.94%
▲ 88.02%
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