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SW - New Portfolio
Yi Lu
SWIndividual Investor
Ranked #105,635 out of 811,028 TipRanks' Investors
Success Rate
92 out of 140
profitable transactions
profitable transactions
Average Return
19.13%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.26%
6-Month Return▼ 6.79%
12-Month Return▲ 25.25%
YTD Return▼ 3.72%
Total Return▲ 76.37%
Best Trade
Bio
This is my portfolio
Performance
28.41%0-28.41%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 6.62%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 17.92%
May 2025
▲ 6.24%
▲ 5.14%
▼ 2.54%
Jun 2025
▲ 28.41%
▲ 2.69%
▲ 4.26%
Jul 2025
▲ 5.10%▼ 2.41%▲ 1.98%
▲ 6.03%▲ 2.69%▲ 3.29%
▼ 12.86%▼ 1.27%▼ 18.20%
▼ 1.80%▼ 5.57%▼ 10.81%
▲ 1.84%▼ 0.87%▲ 6.62%
▲ 12.20%▲ 6.28%▲ 17.92%
▲ 6.24%▲ 5.14%▼ 2.54%
▲ 28.41%▲ 2.69%▲ 4.26%
Recent Activity
Unity Software
2.92%
▲ 88.47%
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
15.91%
▲ 28.29%
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
17.5%
▲ 28.63%
3
Buy
Sep 09, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
Tesla
11.31%
▲ 79.06%
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
2.66%
▲ 85.18%
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