tiprankstipranks

Yi Lu

SW
Individual Investor
Ranked #497,336 out of 728,988 TipRanks' Investors
Success Rate
58%
73 out of 125
profitable transactions
Average Return
-2.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.69%
6-Month Return▼ 1.96%
12-Month Return▲ 2.73%
YTD Return▼ 14.01%
Total Return▲ 9.69%

Best Trade

Opened at
Closed at-
Gain▲ 95.59%

Bio

This is my portfolio

Performance

24.17%0-24.17%
▼ 4.52%
▼ 4.74%
▼ 4.44%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 8.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 13.08%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.51%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.34%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.78%
Mar 2024
▼ 24.17%
▼ 4.31%
▼ 7.46%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.44%
▼ 6.45%▼ 2.17%▼ 8.44%
▲ 9.22%▲ 9.13%▲ 13.08%
▲ 5.14%▲ 4.57%▲ 4.88%
▼ 1.87%▲ 1.59%▼ 7.51%
▲ 14.08%▲ 5.22%▲ 3.34%
▲ 5.05%▲ 3.27%▼ 2.78%
▼ 24.17%▼ 4.31%▼ 7.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Alphabet Class C
4.81%
▲ 10.34%
1
Open
Feb 01, 2024
Tesla
11.46%
▼ 17.04%
28
Buy
Jan 26, 2024
Bank of America
▲ 17.57%
5
Close
Dec 19, 2023
Alaska Air
7.02%
▲ 20.66%
1
Open
Oct 02, 2023
iShares 20+ Year Treasury Bond ETF
10.95%
▼ 5.08%
4
Buy
Sep 27, 2023
ProShares UltraPro Short Dow30
▲ 1.33%
12
Close
Aug 18, 2023
Apple
2.54%
▲ 31.91%
13
Sell
Apr 11, 2023
Global X NASDAQ 100 Covered Call ETF
8.07%
▲ 15.82%
10
Sell
Feb 14, 2023
Vanguard High Dividend Yield Index ETF
10.66%
▲ 17.81%
15
Sell
Jan 09, 2023
Intuitive Surgical
3.44%
▲ 44.12%
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
Teladoc
▼ 46.05%
6
Close
Nov 29, 2021
Alibaba
▼ 27.37%
5
Close
Aug 12, 2021
Morgan Stanley
▲ 8.43%
2
Close
Jun 18, 2021
Eaton
▲ 10.32%
4
Close
May 14, 2021