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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:
24.22%
Gain +1.12%
Monthly
0.68%
Yearly
8.46%
Drawdown
16.15%
$43.45M
Equity
Holdings
$43.45M
Investment
$33.56M
$11.44M
Profit +$551,050.07
Realized
$1.55M
Unrealized
$9.89M
Dividends
$278,698.07
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.12%
Profit
$551,050.07
Win %
86%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$224,190.16
Win %
86%
This Month
Compared to last month
Gain
-0.58%
Profit
-$253,771.83
Win %
86%
This Year
Compared to last year
Gain
1.29%
Profit
$587,211
Win %
84%
VOYG Voyager Technologies, Inc.
+15.33%
+$54,165.81 
TNA Direxion Daily Small Cap Bull 3X Shares
+8.99%
+$54,804.09 
SOXX iShares Semiconductor ETF
+8.36%
+$30,996.24 
UFOX Defiance Connective Technologies ETF
+5.37%
+$102,385.5 
HCMT Direxion HCM Tactical Enhanced US ETF
+4.21%
+$71,977.54 
IGLD FT Vest Gold Strategy Target Fund
+3.31%
+$11,808.75 
IAU iShares Gold Trust
+3.2%
+$6,509.16 
AAAU Goldman Sachs Physical Gold ETF
+3.19%
+$10,061.55 
AVUV Avantis U.S. Small Cap Value ETF
+1.85%
+$29,131.2 
IHAK iShares Cybersecurity and Tech ETF
+1.76%
+$48,848.23 
EWBC East West Bancorp Inc.
+1.55%
+$6,492.42 
AAPL Apple Inc.
+1.14%
+$3,523.14 
AVMA Avantis Moderate Allocation ETF
+1.08%
+$16,406.75 
CRTC Xtrackers US National Critical Technologies ETF
+1.06%
+$8,557.6 
BAUG Innovator U.S. Equity Buffer ETF
+0.73%
+$2,517.71 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
+0.66%
+$3,843.66 
UFEB Innovator U.S. Equity Ultra ETF
+0.62%
+$6,191.39 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.56%
+$8,545.42 
GJAN FT Vest US Equity Moderate Fund B
+0.54%
+$2,726.4 
GAUG FT Vest US Equity Moderate Fund
+0.54%
+$1,760 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.53%
+$74,288.21 
XOCT FT VEST US Equity Enhance & Income Fund
+0.42%
+$1,594.26 
XSEP FT Vest U.S. Equity Enhance Mutual Fund
+0.37%
+$1,234.03 
XAUG FT Vest US Equity Enhanced Fund
+0.27%
+$1,500.56 
XBJL Inn US Equity Access 9 Buffered July Fund
+0.18%
+$1,557.5 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.17%
+$1,622.7 
XJUL FT Vest US Equity Enhanced Fund
+0.1%
+$2,048 
AAPR
0%
$0 
DMAX
0%
$0 
XAPR
0%
$0 
ZFEB
0%
$0 
Events
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Dividends
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| Trades 165 | Longs Won 123/165 74% | Profit Factor 14.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,240.77 |
| Average Win $100,142.05 | Best Trade (Jun 11) $3.13M | Sharpe Ratio -8.36 |
| Average Loss -$20,918.01 | Worst Trade (Sep 29) -$273,427.77 | Z-Score 7.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $69,326.76 |
| 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% | 0.09% |
| Consecutive Losing Trades | 2,079 | 1,871 | 1,663 | 1,455 | 1,247 | 1,040 | 832 | 624 | 416 | 208 |
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Returns
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