SW - New Portfolio
Yi Lu
SWIndividual Investor
Ranked #122,209 out of 858,800 TipRanks' Investors
Success Rate
92 out of 140
profitable transactions
profitable transactions
Average Return
21.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.01%
6-Month Return▼ 6.84%
12-Month Return▲ 45.38%
YTD Return▼ 19.45%
Total Return▲ 94.92%
Best Trade
Bio
This is my portfolio
Performance
18.73%0-18.73%
▲ 12.88%
▲ 3.56%
▲ 18.73%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.25%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.41%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.51%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 4.89%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 6.81%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 7.13%
Mar 2026
▲ 5.30%
▲ 3.95%
▼ 2.14%
Apr 2026
▲ 12.88%▲ 3.56%▲ 18.73%
▲ 10.96%▲ 2.38%▲ 11.25%
▼ 3.68%▲ 0.19%▼ 1.41%
▼ 0.10%▲ 0.08%▲ 2.51%
▲ 4.06%▲ 1.47%▼ 4.89%
▼ 1.10%▼ 0.86%▼ 6.81%
▲ 1.22%▼ 4.94%▼ 7.13%
▲ 5.30%▲ 3.95%▼ 2.14%
Recent Activity
Unity Software
1.66%
▲ 23.30%
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
18.19%
▲ 69.12%
3
Buy
Dec 23, 2024
Vanguard High Dividend Yield Index ETF
―
▲ 36.43%
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
24.32%
▲ 106.58%
3
Buy
Sep 09, 2024
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
Tesla
10.63%
▲ 93.97%
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
2.1%
▲ 70.55%
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