Yi Lu

SW
Individual Investor
Ranked #104,537 out of 764,634 TipRanks' Investors
Success Rate
64%
87 out of 137
profitable transactions
Average Return
12.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.87%
6-Month Return▲ 31.11%
12-Month Return▲ 38.29%
YTD Return▲ 23.40%
Total Return▲ 57.41%

Best Trade

Opened at
Closed at-
Gain▲ 165.77%

Bio

This is my portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 0.01%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.60%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 8.59%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 9.34%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.87%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.29%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 0.01%
▲ 11.46%▲ 5.06%▲ 2.61%
▼ 2.25%▲ 3.53%▲ 6.60%
▲ 25.72%▲ 1.21%▲ 8.59%
▼ 4.21%▲ 2.34%▼ 0.33%
▲ 7.82%▲ 2.10%▲ 9.34%
▲ 6.02%▼ 0.89%▲ 2.87%
▼ 2.57%▲ 0.42%▼ 0.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DR Horton
8.59%
▲ 1.32%
4
Buy
Oct 29, 2024
iShares 20+ Year Treasury Bond ETF
16.29%
▼ 0.11%
6
Buy
Oct 28, 2024
Direxion Daily FTSE China Bull 3X Shares
▼ 24.56%
3
Close
Oct 15, 2024
Unity Software
4%
▲ 18.02%
2
Sell
Sep 27, 2024
Apple
▲ 80.00%
14
Close
Sep 24, 2024
Alaska Air
▲ 13.01%
2
Close
Sep 24, 2024
Alphabet Class C
22.11%
▲ 12.09%
3
Buy
Sep 09, 2024
Advanced Micro Devices
5.45%
▼ 11.47%
1
Open
Jun 12, 2024
Global X NASDAQ 100 Covered Call ETF
▲ 17.25%
11
Close
May 17, 2024
Tesla
12.76%
▲ 39.74%
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
Vanguard High Dividend Yield Index ETF
9.8%
▲ 32.69%
15
Sell
Jan 09, 2023
Intuitive Surgical
3.89%
▲ 87.05%
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