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:
36.19%
Gain +1.3%
Monthly
0.42%
Yearly
5.13%
Drawdown
15.68%
$461.26M
Equity
Holdings
$461.26M
Investment
$149.04M
$312.22M
Profit +$5.91M
Realized
-$0
Unrealized
$312.22M
Dividends
$47.2M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.3%
Profit
$5.91M
Win %
81%
This Week
Compared To Last Week
Gain
1.3%
Profit
$5.91M
Win %
81%
This Month
Compared to last month
Gain
1.3%
Profit
$5.91M
Win %
81%
This Year
Compared to last year
Gain
15.08%
Profit
$60.43M
Win %
81%
JBSS John B. Sanfilippo & Son, Inc.
+1.99%
+$129,402 
DUK Duke Energy Corporation
+1.32%
+$86,637.62 
QEPC Q.E.P. Company Inc.
+1.04%
+$72,172.8 
EZPW EzCorp Inc.
+1.01%
+$755,625 
NATR Nature's Sunshine Products Inc.
+0.83%
+$63,444.17 
PLUS Eplus Inc.
+0.82%
+$51,450 
HUM Humana Inc.
+0.73%
+$57,330 
EDUC Educational Development Corporation
+0.43%
+$762.3 
MPAA Motorcar Parts of America, Inc.
+0.43%
+$16,320 
IMAX Imax Corporation
+0.23%
+$10,017 
CPSS Consumer Portfolio Services Inc.
+0.11%
+$304 
TALK Talkspace Inc.
+0.1%
+$775 
001250109
0%
$0 
001957109
0%
$0 
130623KP5
0%
$0 
28368B102
0%
$0 
6074OF105
0%
$0 
749124103
0%
$0 
817565AU8
0%
$0 
921948105
0%
$0 
922021209
0%
$0 
929798106
0%
$0 
AACE
0%
$0 
ABRX
0%
$0 
ABXA
0%
$0 
AMPH
0%
$0 
ASFI Asta Funding Inc
0%
$0 
ATNI
0%
$0 
BEV
0%
$0 
BNHN
0%
$0 
CHDX
0%
$0 
CLFC
0%
$0 
CLHL
0%
$0 
CNL
0%
$0 
CRPP
0%
$0 
CTIB
0%
$0 
DFS
0%
$0 
ECOL
0%
$0 
FARO Faro Technologies Inc.
0%
$0 
FCFS
0%
$0 
GBBK
0%
$0 
GCH
0%
$0 
GSE
0%
$0 
HEMA
0%
$0 
HORC
0%
$0 
HW
0%
$0 
IDWK
0%
$0 
ILA
0%
$0 
IRIS
0%
$0 
JST
0%
$0 
KEF
0%
$0 
LEIX
0%
$0 
LOJN
0%
$0 
MIRKQ
0%
$0 
MO1764105
0%
$0 
MON
0%
$0 
MSEL
0%
$0 
NAC Nuveen California Quality Municipal Income Fund
0%
$0 
NCP
0%
$0 
NGRU
0%
$0 
NLS Nautilus Inc
0%
$0 
NMHC
0%
$0 
NUC
0%
$0 
NVC
0%
$0 
NWLI
0%
$0 
NZH
0%
$0 
OBCI Ocean Bio-Chem Inc
0%
$0 
OCA
0%
$0 
OI
0%
$0 
OIPRACL
0%
$0 
OME Omega Protein Corp.
0%
$0 
OTL
0%
$0 
PCIS
0%
$0 
PFCO
0%
$0 
PMACA
0%
$0 
PSAI
0%
$0 
RCKY
0%
$0 
RGX
0%
$0 
RTWI
0%
$0 
RURL
0%
$0 
SCIL Scientific Learning Corp.
0%
$0 
SCON
0%
$0 
SHDB
0%
$0 
SMAN
0%
$0 
SPC
0%
$0 
TAPA
0%
$0 
TPR
0%
$0 
TROV
0%
$0 
TUP Tupperware Brands Corporation
0%
$0 
USLQ U.S. Liquids Inc.
0%
$0 
VFPI
0%
$0 
VIDE Video Display Corporation
0%
$0 
VUSXX Vanguard Treasury Money Market Fund
0%
$0 
WINS
0%
$0 
WLIV
0%
$0 
WSBK
0%
$0 
WTEC
0%
$0 
BNSOF Bonso Electronics International Inc.
-29.71%
-$42,600 
UAHC United American Healthcare Corporation
-23.81%
-$182.9 
PESI Perma-Fix Environmental Services Inc.
-6.99%
-$10,065 
DMC Fresh Del Monte Produce Inc.
-1.01%
-$79,829.36 
ANDE The Andersons, Inc.
-0.98%
-$778,050 
SCI Service Corporation International
-0.83%
-$868,367.5 
CSV Carriage Services Inc.
-0.58%
-$132,756.8 
JAKK Jakks Pacific Inc.
-0.54%
-$279.5 
HRB H&R Block Inc.
-0.52%
-$1,760 
MET MetLife Inc.
-0.52%
-$3,809.19 
HAFC Hanmi Financial Corporation
-0.46%
-$2,809.65 
EWBC East West Bancorp Inc.
-0.39%
-$60,008 Events
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Dividends
Dividend Analysis
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| Trades 109 | Longs Won 20/109 18% | Profit Factor 92.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.53M |
| Average Win $15.78M | Best Trade (Aug 03) $107.94M | Sharpe Ratio -42.1 |
| Average Loss -$38,535.68 | Worst Trade (Jul 22) -$978,449.99 | Z-Score -4.25 (100%) |
| Commissions $0 | Avg. Trade Length 22y 7m 1w 4d | Expectancy $2.86M |
| 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% | 0.07% | 0.62% | 4.18% | 22.32% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
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: Service Corporation International - $15.74M, The Andersons, Inc - $9.97M, Duke Energy Corporation - $5.33M, John B. Sanfilippo & Son, Inc - $2.9M, and Nature's Sunshine Products Inc - $2.56M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Howard Lu's portfolio generate?
The portfolio generates substantial dividend income, with a total of $47.2M earned over time. The largest contributors to dividend income include Service Corporation International - $15.74M, The Andersons, Inc - $9.97M, Duke Energy Corporation - $5.33M, John B. Sanfilippo & Son, Inc - $2.9M, and Nature's Sunshine Products Inc - $2.56M. 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 appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Howard Lu's strategy be considered aggressive or moderate?
Howard Lu's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
