Alex Lu - New Portfolio
Portfolio Gain
1-Month Returnâ–¼4.06%
6-Month Returnâ–²4.13%
12-Month Returnâ–²6.49%
YTD Returnâ–²12.16%
Total Returnâ–²66.64%
Best Trade
Bio
Goal 21%
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 5.05%â–² 13.17%â–² 6.21%â–¼ 6.07%â–² 0.59%â–² 7.25%â–² 0.36%â–¼ 2.74%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
TQQQProShares UltraPro QQQ | 0.51% | â–²61.78% | 26 | Open | Oct 22, 2026 | |
COSTCostco | 0% | â–²10.02% | 3 | Sell | Oct 22, 2026 | |
LINCLincoln Edu | 0.07% | â–²35.95% | 5 | Open | Sep 23, 2026 | |
CRWDCrowdStrike Holdings | — | ▲8.16% | 10 | Close | Jul 20, 2026 | |
ANFAbercrombie Fitch | 0.14% | â–²52.87% | 12 | Buy | Jul 09, 2026 | |
VSATViaSat | 0.19% | â–²9.42% | 1 | Open | Jul 09, 2026 | |
ONON Semiconductor | — | ▲16.63% | 2 | Close | Jun 30, 2026 | |
BETZRoundhill Sports Betting & iGaming ETF | — | ▼2.81% | 3 | Close | May 28, 2026 | |
IBKRInteractive Brokers | 1.48% | â–²17.13% | 5 | Buy | Feb 07, 2026 | |
SGOViShares 0-3 Month Treasury Bond ETF | 2.74% | â–²3.25% | 2 | Buy | Dec 29, 2025 | |
VOOVanguard S&P 500 ETF | 61.97% | â–²70.79% | 92 | Buy | Nov 07, 2025 | |
AVGOBroadcom | 0.16% | â–²22.80% | 5 | Buy | Oct 31, 2025 | |
BSXBoston Scientific | 0.03% | â–¼8.29% | 4 | Open | Aug 26, 2025 | |
NFLXNetflix | 0.1% | â–¼10.95% | 4 | Open | Aug 26, 2025 | |
AIQGlobal X Artificial Intelligence & Technology ETF | 0.05% | â–²33.82% | 1 | Open | Aug 26, 2025 | |
QQQInvesco QQQ Trust | 26.35% | â–²122.09% | 16 | Sell | Jul 25, 2025 | |
IBITIShares Bitcoin Trust Registered | — | ▲43.44% | 3 | Close | May 14, 2025 | |
CSGPCoStar Group | — | ▲0.31% | 3 | Close | Feb 14, 2025 | |
TLTiShares 20+ Year Treasury Bond ETF | — | ▲4.06% | 4 | Close | Feb 05, 2025 | |
MSTXDefiance Daily Target 1.75x Long MSTR ETF | 0.02% | â–¼97.80% | 7 | Sell | Jan 17, 2025 |