Tu Tran Portfolio
Invests via Crosspoint Financial LLC | Managed by Tu Tran
Invests via Crosspoint Financial LLC
Managed by Tu Tran
Automatically Tracked
Tu Tran Profile
Tu Tran has established a significant footprint in the technology sector as an innovative entrepreneur and operating executive. With extensive experience in driving growth for startups, she leverages her strategic acumen to cultivate pioneering solutions that address complex market challenges. Her role often bridges the gap between product development and operational execution, enabling firms to capitalize on emerging opportunities within fast-evolving landscapes. Under her leadership, organizations have navigated critical phases of scaling while enhancing competitive positioning through technological advancements. Tu's commitment to fostering entrepreneurship is evident as she mentors aspiring founders in achieving their business objectives.
Tu Tran has established a significant footprint in the technology sector as an innovative entrepreneur and operating executive. With extensive experience in driving growth for startups, she leverages her strategic acumen to cultivate pioneering solutions that address complex market challenges. Her role often bridges the gap between product development and operational execution, enabling firms to capitalize on emerging opportunities within fast-evolving landscapes. Under her leadership, organizations have navigated critical phases of scaling while enhancing competitive positioning through technological advancements. Tu's commitment to fostering entrepreneurship is evident as she mentors aspiring founders in achieving their business objectives.
Investment Philosophy & Strategy
Capitalizing on the accelerating transformation in technology, Tu Tran embodies a forward-thinking entrepreneurial spirit. Her approach prioritizes innovation as she seeks out disruptive solutions capable of reshaping industry standards. Emphasizing agility, her investment activities often center around high-growth startups that demonstrate scalability potential and strong market differentiation. By fostering synergistic collaborations between nascent firms and established players, she nurtures ecosystems where innovative ideas can thrive. With an eye for promising ventures that address pressing challenges, she effectively blends operational expertise with strategic foresight to drive impactful change within the technology landscape.
Capitalizing on the accelerating transformation in technology, Tu Tran embodies a forward-thinking entrepreneurial spirit. Her approach prioritizes innovation as she seeks out disruptive solutions capable of reshaping industry standards. Emphasizing agility, her investment activities often center around high-growth startups that demonstrate scalability potential and strong market differentiation. By fostering synergistic collaborations between nascent firms and established players, she nurtures ecosystems where innovative ideas can thrive. With an eye for promising ventures that address pressing challenges, she effectively blends operational expertise with strategic foresight to drive impactful change within the technology landscape.
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:
85.28%
Gain -0.97%
Monthly
1.7%
Yearly
22.45%
Drawdown
19.86%
$43.93M
Equity
Holdings
$43.93M
Investment
$34.32M
$12.96M
Profit -$129,058
Realized
$3.35M
Unrealized
$9.62M
Dividends
$329,622.11
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.97%
Profit
-$129,058
Win %
90%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$127,848.7
Win %
90%
This Month
Compared to last month
Gain
-0.23%
Profit
-$100,964.43
Win %
90%
This Year
Compared to last year
Gain
1.29%
Profit
$556,199.29
Win %
90%
SOXL Direxion Daily Semiconductor Bull 3X Shares
+8.8%
+$13,218.76 
SOXX iShares Semiconductor ETF
+3.01%
+$10,367.48 
VOYG Voyager Technologies, Inc.
+2.02%
+$5,647.62 
UFOX Defiance Connective Technologies ETF
+1.14%
+$16,757.8 
XAUG FT Vest US Equity Enhanced Fund
+0.42%
+$1,698.02 
XJUL FT Vest US Equity Enhanced Fund
+0.35%
+$7,424 
AVUV Avantis U.S. Small Cap Value ETF
+0.34%
+$4,776.44 
FBCG Fidelity Blue Chip Growth Fund
+0.32%
+$2,846.8 
TNA Direxion Daily Small Cap Bull 3X Shares
+0.26%
+$586.08 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.14%
+$1,963.3 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.12%
+$335.5 
HCMT Direxion HCM Tactical Enhanced US ETF
+0.11%
+$1,610.06 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.1%
+$1,006.07 
GJAN FT Vest US Equity Moderate Fund B
+0.08%
+$397.6 
FBND Fidelity Total Bond ETF
+0.06%
+$508.21 
XOCT FT VEST US Equity Enhance & Income Fund
+0.05%
+$190.16 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
+0.04%
+$147.84 
DMAX iShares Large Cap Max Buffer December Fund
+0.04%
+$216.83 
EWBC East West Bancorp Inc.
+0.03%
+$147.56 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
+0.03%
+$174 
MVSTW Microvast Holdings Inc.
0%
$0 
CRTC Xtrackers US National Critical Technologies ETF
0%
$0 AAPR
AAPR
0%
$0 ZFEB
ZFEB
0%
$0 
AAPL Apple Inc.
-2.25%
-$8,837.01 
MSFT Microsoft Corp.
-1.62%
-$10,403.66 
AAAU Goldman Sachs Physical Gold ETF
-0.82%
-$2,602.8 
AMZN Amazon.com Inc
-0.62%
-$1,643.8 
IHAK iShares Cybersecurity and Tech ETF
-0.41%
-$12,136.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.28%
-$1,416.11 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$9,499.29 
AVLV Avantis U.S. Large Cap Value ETF
-0.19%
-$1,501.38 
AVMA Avantis Moderate Allocation ETF
-0.15%
-$1,931.56 
META Meta Platforms Inc Class A
-0.15%
-$567.69 
BAUG Innovator U.S. Equity Buffer ETF
-0.14%
-$497.65 
GAUG FT Vest US Equity Moderate Fund
-0.12%
-$250 
XBJL Inn US Equity Access 9 Buffered July Fund
-0.09%
-$702.24 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.08%
-$10,685.11 
UFEB Innovator U.S. Equity Ultra ETF
-0.01%
-$120.34 Events
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Dividends
Dividend Analysis
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| Trades 190 | Longs Won 155/190 81% | Profit Factor 13.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $281,838.1 |
| Average Win $90,107.58 | Best Trade (Sep 04) $3.24M | Sharpe Ratio -9.69 |
| Average Loss -$28,714.16 | Worst Trade (Sep 29) -$273,427.77 | Z-Score 9.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $68,219.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 1,529 | 1,376 | 1,223 | 1,070 | 917 | 765 | 612 | 459 | 306 | 153 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 7,230 | $333,953.98 | $316,204.05 | - | -$17,749.93 | -5.32% | -0.816% |
| AAPL Apple Inc. | 1,195 | $326,501.28 | $383,373.92 | - | $56,872.64 | 17.42% | -2.253% |
| AAPR AAPR | 18,875 | $477,349 | $477,349 | - | - | - | 0.0 |
| AMZN Amazon.com Inc | 1,021 | $243,346 | $262,693.09 | - | $19,347.09 | 7.95% | -0.622% |
| AVLV Avantis U.S. Large Cap Value ETF | 8,341 | $760,816 | $789,976.11 | - | $29,160.11 | 3.83% | -0.19% |
| AVMA Avantis Moderate Allocation ETF | 17,200 | $1.13M | $1.27M | - | $146,328.83 | 12.98% | -0.151% |
| AVUV Avantis U.S. Small Cap Value ETF | 11,108 | $1.12M | $1.41M | - | $287,678.67 | 25.69% | +0.341% |
| BAUG Innovator U.S. Equity Buffer ETF | 6,548 | $280,102.16 | $363,348.52 | - | $83,246.36 | 29.72% | -0.137% |
| BRK-B Berkshire Hathaway Inc. | 7,723 | $2.4M | $3.91M | - | $1.52M | 63.42% | -0.242% |
| CRTC Xtrackers US National Critical Technologies ETF | 27,899 | $965,586.08 | $1.15M | - | $180,111.46 | 18.65% | 0.0 |
| DMAX iShares Large Cap Max Buffer December Fund | 21,683 | $576,141 | $601,594.83 | - | $25,453.83 | 4.42% | +0.036% |
| EWBC East West Bancorp Inc. | 3,279 | $235,924 | $428,417.74 | - | $192,493.74 | 81.59% | +0.034% |
| FBCG Fidelity Blue Chip Growth Fund | 14,234 | $884,074 | $887,062.88 | - | $2,988.88 | 0.34% | +0.322% |
| FBND Fidelity Total Bond ETF | 19,930 | $906,617 | $891,578.51 | - | -$15,038.49 | -1.66% | +0.057% |
| GAUG FT Vest US Equity Moderate Fund | 5,000 | $173,850 | $211,250 | - | $37,400 | 21.51% | -0.118% |
| GHYB Goldman Sachs Access High Yield Corporate Bond ETF | 8,960 | $401,941 | $397,958.4 | - | -$3,982.6 | -0.99% | +0.037% |
| GJAN FT Vest US Equity Moderate Fund B | 11,360 | $476,098 | $523,412 | - | $47,314 | 9.94% | +0.076% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 3,454 | $490,110 | $508,463.34 | - | $18,353.34 | 3.74% | -0.278% |
| HCMT Direxion HCM Tactical Enhanced US ETF | 35,779 | $1.1M | $1.49M | - | $384,883.35 | 34.89% | +0.108% |
| IHAK iShares Cybersecurity and Tech ETF | 46,680 | $1.77M | $2.95M | - | $1.19M | 67.41% | -0.409% |
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FAQ
Which stocks have generated the highest profits for Tu Tran?
The largest contributions to the portfolio's profits come from the following stocks: iShares Gold Trust - $916,895.44, Defiance Connective Technologies ETF - $527,454, Innovator U.S. Equity Accelerated 9 Buffer ETF - $435,019.54, Direxion Daily Gold Miners Index Bull 2X Shares - $313,674.64, and NVIDIA Corporation - $234,534.06. 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: VanEck Oil Services ETF - $275,521.61, Coinbase Global, Inc - $117,008.89, Microsoft Corp - $24,195.9, Allogene Therapeutics Inc - $21,120, and Terns Pharmaceuticals, Inc - $12,257.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tu Tran's portfolio generate?
The portfolio generates substantial dividend income, with a total of $329,622.11 earned over time. The largest contributors to dividend income include FT Vest Gold Strategy Target Fund - $127,045.81, VanEck Oil Services ETF - $44,134.99, Avantis U.S. Small Cap Value ETF - $27,994.02, Avantis Moderate Allocation ETF - $26,212.08, and East West Bancorp Inc - $24,526.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tu Tran's monthly returns?
Tu Tran's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tu Tran's strategy be considered aggressive or moderate?
Tu Tran's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Tu Tran's strategy?
Tu Tran's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
