HL
Howard Lu Portfolio
Invests via FIRST WILSHIRE SECURITIES MANAGEMENT Inc. | Managed by Howard Lu
Invests via FIRST WILSHIRE SECURITIES MANAGEMENT Inc.
Managed by Howard Lu
Automatically Tracked
Howard Lu Profile
With a robust foundation in technology and finance, Howard Lu is recognized as a forward-thinking entrepreneur. He has played an integral role in launching innovative tech ventures that bridge market gaps and enhance consumer experiences. His expertise encompasses software development and operational strategy, positioning him favorably within the competitive landscape of startups. Through his initiatives, he aims to address significant challenges while fostering growth trajectories that attract investor interest. With keen insight into emerging trends, Lu contributes to shaping industry practices through entrepreneurial endeavors that resonate with contemporary market demands.
With a robust foundation in technology and finance, Howard Lu is recognized as a forward-thinking entrepreneur. He has played an integral role in launching innovative tech ventures that bridge market gaps and enhance consumer experiences. His expertise encompasses software development and operational strategy, positioning him favorably within the competitive landscape of startups. Through his initiatives, he aims to address significant challenges while fostering growth trajectories that attract investor interest. With keen insight into emerging trends, Lu contributes to shaping industry practices through entrepreneurial endeavors that resonate with contemporary market demands.
Investment Philosophy & Strategy
Growth potential in the technology sector drives Howard Lu's investment approach, focusing on transformative startups that leverage innovation to meet consumer needs. He assesses opportunities by considering market demand and operational efficiencies, ensuring alignment with dynamic trends. By nurturing ventures through strategic mentorship and capital allocation, he cultivates environments where groundbreaking ideas can thrive. This entrepreneurial mindset enables a keen focus on scalability and competitive differentiation in burgeoning markets.
Growth potential in the technology sector drives Howard Lu's investment approach, focusing on transformative startups that leverage innovation to meet consumer needs. He assesses opportunities by considering market demand and operational efficiencies, ensuring alignment with dynamic trends. By nurturing ventures through strategic mentorship and capital allocation, he cultivates environments where groundbreaking ideas can thrive. This entrepreneurial mindset enables a keen focus on scalability and competitive differentiation in burgeoning markets.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
166.23%
Gain -4.75%
Monthly
1.1%
Yearly
13.98%
Drawdown
28.12%
$899.16M
Equity
Holdings
$899.16M
Investment
$538.46M
$1B
Profit -$17.73M
Realized
$644.29M
Unrealized
$360.7M
Dividends
$161.81M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-4.75%
Profit
-$17.73M
Win %
77%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$9.26M
Win %
77%
This Month
Compared to last month
Gain
-0.49%
Profit
-$4.43M
Win %
77%
This Year
Compared to last year
Gain
-8.02%
Profit
$10.03M
Win %
78%
ECVT Ecovyst Inc.
+5.92%
+$1.28M 
SILC Silicom Ltd.
+4.07%
+$474,759.29 
DGX Quest Diagnostics Inc.
+3.95%
+$22,090 
MPC Marathon Petroleum Corporation
+3.6%
+$68,344.08 
SD SandRidge Energy Inc.
+3.52%
+$710,482.02 
CVX Chevron Corporation
+2.62%
+$9,479.8 
SHEL Shell plc
+2.59%
+$24,075 
XOM Exxon Mobil Corporation
+2.54%
+$6,993 
JPM JPMorgan Chase & Co.
+1%
+$2,352.26 
PSTL Postal Realty Trust, Inc.
+0.98%
+$3,766.02 
GEV GE Vernova Inc.
+0.85%
+$3,534.57 
TPC Tutor Perini Corporation
+0.72%
+$60,870.68 
NWPX NWPX Infrastructure, Inc.
+0.7%
+$105,753.9 
CAMT Camtek Ltd.
+0.61%
+$20,405.7 
J Jacobs Solutions Inc.
+0.6%
+$2,601.5 
ORN Orion Group Holdings Inc.
+0.56%
+$25,943.95 
PCYO Pure Cycle Corporation
+0.54%
+$25,120.62 
SIRI Sirius XM Holdings Inc.
+0.51%
+$7,079.7 
MLR Miller Industries Inc.
+0.5%
+$79,896.24 
MET MetLife Inc.
+0.48%
+$3,691.38 
LSTR Landstar System Inc.
+0.4%
+$759 
PG Procter & Gamble Co
+0.36%
+$1,054.7 
AVNW Aviat Networks, Inc.
+0.35%
+$36,632.19 
HAFC Hanmi Financial Corporation
+0.34%
+$2,060.41 
PESI Perma-Fix Environmental Services Inc.
+0.33%
+$495 
CMC Commercial Metals Company
+0.32%
+$1,365 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$26,778.99 
HRB H&R Block Inc.
+0.24%
+$880 
JNJ Johnson & Johnson
+0.21%
+$1,275.68 
VTS Vitesse Energy Inc.
+0.16%
+$3,921.66 
BABA Alibaba Group Holding Limited SP ADR
+0.14%
+$579.9 
TTEK Tetra Tech, Inc.
+0.03%
+$215 
BAC Bank of America Corporation
+0.03%
+$163.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,142.29 
CSCO Cisco Systems, Inc.
+0.01%
+$75.75 
C Citigroup Inc.
+0.01%
+$20.46 
SHV iShares Short Treasury Bond ETF
+0.01%
+$41.78 
BNSOF Bonso Electronics International Inc.
0%
$0 
EDUC Educational Development Corporation
0%
$0 
FARO Faro Technologies Inc.
0%
$0 
NLS Nautilus Inc
0%
$0 
QEPC Q.E.P. Company Inc.
0%
$0 
RELL Richardson Electronics, Ltd.
0%
$0 
SCI Service Corporation International
0%
$0 
TALK Talkspace Inc.
0%
$0 
TUP Tupperware Brands Corporation
0%
$0 
USLQ U.S. Liquids Inc.
0%
$0 
VIDE Video Display Corporation
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
VUSXX Vanguard Treasury Money Market Fund
0%
$0 
OBCI Ocean Bio-Chem Inc
0%
$0 
ASFI Asta Funding Inc
0%
$0 
SCIL Scientific Learning Corp.
0%
$0 LOJN
LOJN
0%
$0 BEV
BEV
0%
$0 0019
001957109
0%
$0 MON
MON
0%
$0 TAPA
TAPA
0%
$0 RGX
RGX
0%
$0 CNL
CNL
0%
$0 OTL
OTL
0%
$0 SPC
SPC
0%
$0 HW
HW
0%
$0 8175
817565AU8
0%
$0 MIRK
MIRKQ
0%
$0 IRIS
IRIS
0%
$0 CLFC
CLFC
0%
$0 HORC
HORC
0%
$0 ABXA
ABXA
0%
$0 ATNI
ATNI
0%
$0 FCFS
FCFS
0%
$0 GCH
GCH
0%
$0 ILA
ILA
0%
$0 CHDX
CHDX
0%
$0 OI
OI
0%
$0 PMAC
PMACA
0%
$0 DFS
DFS
0%
$0 OCA
OCA
0%
$0 NWLI
NWLI
0%
$0 0012
001250109
0%
$0 GBBK
GBBK
0%
$0 RURL
RURL
0%
$0 ECOL
ECOL
0%
$0 SCON
SCON
0%
$0 AACE
AACE
0%
$0 IDWK
IDWK
0%
$0 CLHL
CLHL
0%
$0 TROV
TROV
0%
$0 KEF
KEF
0%
$0 NMHC
NMHC
0%
$0 AMPH
AMPH
0%
$0 CRPP
CRPP
0%
$0 2836
28368B102
0%
$0 SMAN
SMAN
0%
$0 NVC
NVC
0%
$0 OIPR
OIPRACL
0%
$0 PFCO
PFCO
0%
$0 TPR
TPR
0%
$0 GSE
GSE
0%
$0 BNHN
BNHN
0%
$0 9297
929798106
0%
$0 PSAI
PSAI
0%
$0 7491
749124103
0%
$0 RCKY
RCKY
0%
$0 WTEC
WTEC
0%
$0 NGRU
NGRU
0%
$0 NZH
NZH
0%
$0 NUC
NUC
0%
$0 LEIX
LEIX
0%
$0 MSEL
MSEL
0%
$0 ABRX
ABRX
0%
$0 WINS
WINS
0%
$0 RTWI
RTWI
0%
$0 JST
JST
0%
$0 
OME Omega Protein Corp.
0%
$0 
CRD-A Crawford & Company
0%
$0 NCP
NCP
0%
$0 PCIS
PCIS
0%
$0 VFPI
VFPI
0%
$0 MO17
MO1764105
0%
$0 1306
130623KP5
0%
$0 CTIB
CTIB
0%
$0 HEMA
HEMA
0%
$0 6074
6074OF105
0%
$0 SHDB
SHDB
0%
$0 9220
922021209
0%
$0 9219
921948105
0%
$0 WLIV
WLIV
0%
$0 WSBK
WSBK
0%
$0 
RBBN Ribbon Communications Inc.
-8.75%
-$245,786.27 
SEED Origin Agritech Ltd.
-7.3%
-$1,458.6 
EZPW EzCorp Inc.
-6.07%
-$5.8M 
SIGA Siga Technologies Inc.
-5.4%
-$227,780.11 
GE General Electric Company
-3.29%
-$30,721.02 
LBTYK Liberty Global plc
-3.08%
-$139,188.16 
NATR Nature's Sunshine Products Inc.
-2.83%
-$141,816.38 
HUM Humana Inc.
-2.57%
-$204,820 
JEF Jefferies Financial Group Inc.
-2.5%
-$64,836.25 
MPAA Motorcar Parts of America, Inc.
-2.18%
-$65,280 
AMZN Amazon.com Inc
-2.01%
-$13,096.54 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.75%
-$22,960.08 
LMNR Limoneira Company
-1.72%
-$134,903.28 
HD The Home Depot, Inc.
-1.72%
-$7,062.25 
CSV Carriage Services Inc.
-1.64%
-$325,857.6 
MSFT Microsoft Corp.
-1.64%
-$33,160 
NAC Nuveen California Quality Municipal Income Fund
-1.56%
-$5,516.5 
CRNT Ceragon Networks Ltd.
-1.48%
-$144,332.37 
JBSS John B. Sanfilippo & Son, Inc.
-1.47%
-$83,538 
GOOGL Alphabet Inc
-1.26%
-$7,351.47 
CWK Cushman & Wakefield Ltd.
-1.26%
-$23,535.04 
IMAX Imax Corporation
-1.14%
-$158,408.46 
DUK Duke Energy Corporation
-1.07%
-$67,414.08 
LBTYA Liberty Global Plc
-1.04%
-$248,626.18 
ABT Abbott Laboratories
-1.03%
-$3,683.5 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.02%
-$2,366 
IYT iShares U.S. Transportation ETF
-1.02%
-$4,704 
CPSS Consumer Portfolio Services Inc.
-0.94%
-$2,736 
XLC Communication Services Select Sector SPDR Fund
-0.94%
-$3,780 
EWBC East West Bancorp Inc.
-0.83%
-$174,411.36 
HUN Huntsman Corporation
-0.81%
-$52,225.35 
MTRX Matrix Service Company
-0.8%
-$41,369.68 
IVV iShares Core S&P 500 ETF
-0.74%
-$2,556.05 
ROCK Gibraltar Industries Inc.
-0.73%
-$88,695.09 
KO The Coca-Cola Company
-0.73%
-$1,950 
PLUS Eplus Inc.
-0.67%
-$43,750 
QQQM Invesco NASDAQ 100 ETF
-0.66%
-$2,644.1 
PFE Pfizer Inc.
-0.63%
-$1,485.22 
GILT Gilat Satellite Networks Ltd.
-0.62%
-$27,778.68 
ANDE The Andersons, Inc.
-0.57%
-$444,765.95 
AAPL Apple Inc.
-0.52%
-$1,339.81 
CHKP Check Point Software Technologies Ltd.
-0.51%
-$86,318.79 
DMC Fresh Del Monte Produce Inc.
-0.51%
-$43,297.28 
VOO Vanguard S&P 500 ETF
-0.43%
-$4,598.98 
UAHC United American Healthcare Corporation
-0.4%
-$3.66 
ZTS Zoetis Inc.
-0.35%
-$1,371.5 
LXFR Luxfer Holdings PLC
-0.35%
-$20,186.1 
AGM Federal Agricultural Mortgage Corporation
-0.33%
-$20,115 
XLF Financial Select Sector SPDR Fund
-0.32%
-$2,150.99 
XLK State Street Technology Select Sector SPDR ETF
-0.28%
-$4,108 
VYM Vanguard High Dividend Yield ETF
-0.18%
-$780 
VHT Vanguard Health Care ETF
-0.18%
-$1,707.97 
IHI iShares U.S. Medical Devices ETF
-0.17%
-$1,017 
IOSP Innospec Inc.
-0.15%
-$20,595.68 
CUBI Customers Bancorp Inc.
-0.1%
-$367.5 
JAKK Jakks Pacific Inc.
-0.08%
-$43 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$211.87 Events
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Dividends
Dividend Analysis
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| Trades 7485 | Longs Won 4262/7485 56% | Profit Factor 3.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.34M |
| Average Win $334,039.6 | Best Trade (Aug 27) $83.92M | Sharpe Ratio -44.95 |
| Average Loss -$130,047.62 | Worst Trade (Jun 29) -$6.23M | Z-Score -5.94 (100%) |
| Commissions $0 | Avg. Trade Length 4y 1w 5d | Expectancy $134,266.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0012 001250109 | 15,300 | $130,000 | $130,000 | - | - | - | 0.0 |
| 0019 001957109 | 11,900 | $226,755.91 | $226,755.91 | - | - | - | 0.0 |
| 1306 130623KP5 | 200,000 | $229,000 | $229,000 | - | - | - | 0.0 |
| 2836 28368B102 | 9,100 | $352,252.75 | $387,000 | - | $34,747.25 | 9.86% | 0.0 |
| 6074 6074OF105 | 37,100 | $1.07M | $1.05M | - | -$20,267.74 | -1.89% | 0.0 |
| 7491 749124103 | 40,500 | $573,680 | $793,800 | - | $220,120 | 38.37% | 0.0 |
| 8175 817565AU8 | 707,000 | $748,999.97 | $748,999.97 | - | - | - | 0.0 |
| 9219 921948105 | 500,000 | $500,000 | $500,000 | - | - | - | 0.0 |
| 9220 922021209 | 1.92M | $1.92M | $1.92M | - | - | - | 0.0 |
| 9297 929798106 | 11,000 | $224,000 | $224,000 | - | - | - | 0.0 |
| AACE AACE | 167,400 | $4.11M | $3.91M | - | -$201,664.79 | -4.91% | 0.0 |
| AAPL Apple Inc. | 770 | $222,807 | $255,131.8 | - | $32,324.8 | 14.51% | -0.522% |
| ABRX ABRX | 20,500 | $421,000 | $421,000 | - | - | - | 0.0 |
| ABT Abbott Laboratories | 3,475 | $174,761.94 | $354,554.25 | - | $179,792.31 | 102.88% | -1.028% |
| ABXA ABXA | 49,810 | $156,101.74 | $341,376.95 | - | $185,275.21 | 118.69% | 0.0 |
| AGM Federal Agricultural Mortgage Corporation | 26,820 | $2.65M | $6.02M | - | $3.37M | 127.06% | -0.333% |
| AMPH AMPH | 190,038 | $3.03M | $2.51M | - | -$525,526.08 | -17.32% | 0.0 |
| AMZN Amazon.com Inc | 2,573 | $237,700.58 | $639,261.85 | - | $401,561.27 | 168.94% | -2.008% |
| ANDE The Andersons, Inc. | 1.08M | $18.78M | $77.31M | - | $58.53M | 311.67% | -0.572% |
| ASFI Asta Funding Inc | 291,200 | $3.1M | $4.06M | - | $957,609.34 | 30.9% | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Howard Lu?
The largest contributions to the portfolio's profits come from the following stocks: Tetra Tech, Inc - $80.36M, Imax Corporation - $60.16M, The Andersons, Inc - $50.29M, American Water Works Company, Inc - $44.31M, and EzCorp Inc - $41.54M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Asta Funding Inc - $14.35M, JST - $9.46M, Silicom Ltd - $7.7M, China Pharma Holdings Inc - $7.36M, and Dow Inc - $6.98M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Howard Lu's portfolio generate?
The portfolio generates substantial dividend income, with a total of $161.81M earned over time. The largest contributors to dividend income include Service Corporation International - $18.25M, The Andersons, Inc - $11.33M, Nature's Sunshine Products Inc - $9.24M, Frontier Communications Corp - $7.28M, and American Water Works Company, Inc - $7.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Howard Lu's monthly returns?
Howard Lu's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Howard Lu's strategy be considered aggressive or moderate?
Howard Lu's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Howard Lu's strategy?
Howard Lu's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
