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SW
- New Portfolio
Performance
Portfolio Details
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
Asset
Intuitive S... (ISRG)
Opened at
Sep 23, 2022
Closed at
-
Gain
▲ 165.77%
Bio
This is my portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
DHI
DR Horton
8.59%
▲ 1.32%
4
Buy
Oct 29, 2024
TLT
iShares 20+ Year Treasury Bond ETF
16.29%
▼ 0.11%
6
Buy
Oct 28, 2024
YINN
Direxion Daily FTSE China Bull 3X Shares
―
▼ 24.56%
3
Close
Oct 15, 2024
U
Unity Software
4%
▲ 18.02%
2
Sell
Sep 27, 2024
AAPL
Apple
―
▲ 80.00%
14
Close
Sep 24, 2024
ALK
Alaska Air
―
▲ 13.01%
2
Close
Sep 24, 2024
GOOG
Alphabet Class C
22.11%
▲ 12.09%
3
Buy
Sep 09, 2024
AMD
Advanced Micro Devices
5.45%
▼ 11.47%
1
Open
Jun 12, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
―
▲ 17.25%
11
Close
May 17, 2024
TSLA
Tesla
12.76%
▲ 39.74%
30
Sell
Apr 24, 2024
BAC
Bank of America
―
▲ 17.57%
5
Close
Dec 19, 2023
SDOW
ProShares UltraPro Short Dow30
―
▲ 1.33%
12
Close
Aug 18, 2023
VYM
Vanguard High Dividend Yield Index ETF
9.8%
▲ 32.69%
15
Sell
Jan 09, 2023
ISRG
Intuitive Surgical
3.89%
▲ 87.05%
15
Sell
Nov 01, 2022
NIO
Nio
―
▼ 48.16%
11
Close
Sep 13, 2022
LULU
Lululemon Athletica
―
▼ 8.89%
4
Close
Jun 13, 2022
ASML
ASML Holding
―
▲ 2.81%
4
Close
Apr 06, 2022
SQ
Block
―
▼ 53.29%
10
Close
Feb 03, 2022
PYPL
PayPal Holdings
―
▼ 30.33%
2
Close
Feb 03, 2022
CAT
Caterpillar
―
▲ 8.73%
2
Close
Feb 01, 2022
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