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Plans & Pricing
SW
Portfolio
Performance
Portfolio Details
Yi Lu
SW
Individual Investor
Ranked #254,607 out of 562,470 TipRanks' Investors
Success Rate
53%
54 out of 102
profitable transactions
Average Return
-1.32%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 5.40%
6-Month Return
▲ 0.89%
12-Month Return
▼ 22.32%
YTD Return
▼ 23.19%
Total Return
▲ 6.07%
Best Trade
Asset
Tesla (TSLA)
Opened at
Nov 02, 2020
Closed at
-
Gain
▲ 112.50%
Bio
This is my portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
19.66%
0
-19.66%
Feb 2022
Mar 2022
Apr 2022
May 2022
Jun 2022
Jul 2022
Aug 2022
Sep 2022
TipRanks Average
S&P 500
Investor Portfolio
▼ 6.52%
▼ 2.95%
▼ 7.41%
▲ 3.99%
▲ 3.76%
▲ 8.66%
▼ 19.66%
▼ 8.78%
▼ 13.41%
▲ 0.43%
▲ 0.23%
▼ 4.00%
▼ 10.15%
▼ 8.25%
▼ 3.60%
▲ 12.28%
▲ 9.21%
▲ 13.23%
▼ 5.22%
▼ 4.08%
▼ 4.56%
▼ 5.04%
▼ 1.12%
▼ 0.68%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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AAPL
Apple
2.92%
▲ 25.12%
10
Sell
Aug 12, 2022
TSLA
Tesla
22.31%
▲ 57.89%
20
Sell
Aug 02, 2022
ISRG
Intuitive Surgical
3.95%
▼ 10.47%
12
Sell
Aug 02, 2022
LULU
Lululemon Athletica
―
▼ 8.89%
4
Close
Jun 13, 2022
QYLD
Global X NASDAQ 100 Covered Call ETF
18.21%
▼ 9.24%
6
Buy
Jun 06, 2022
VYM
Vanguard High Dividend Yield Index ETF
15.66%
▲ 1.16%
11
Buy
Apr 25, 2022
ASML
ASML Holding
―
▲ 2.81%
4
Close
Apr 06, 2022
NIO
Nio
0.65%
▼ 58.75%
10
Sell
Feb 11, 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
TDOC
Teladoc
―
▼ 46.05%
6
Close
Nov 29, 2021
BABA
Alibaba
―
▼ 27.37%
5
Close
Aug 12, 2021
MS
Morgan Stanley
―
▲ 8.43%
2
Close
Jun 18, 2021
ETN
Eaton
―
▲ 10.32%
4
Close
May 14, 2021
ARKK
ARK Innovation ETF
―
▼ 12.35%
11
Close
Apr 05, 2021
PLTR
Palantir Technologies
―
▲ 3.21%
2
Close
Mar 04, 2021
COST
Costco
―
▼ 5.39%
2
Close
Feb 23, 2021
MA
Mastercard
―
▲ 9.25%
4
Close
Feb 12, 2021
AMZN
Amazon
―
▲ 5.55%
2
Close
Feb 03, 2021
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