Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
Chen - New Portfolio
Chen
Individual Investor
Ranked #75,752 out of 730,435 TipRanks' Investors
Success Rate
47 out of 70
profitable transactions
profitable transactions
Average Return
8.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.65%
6-Month Return▲ 24.68%
12-Month Return▲ 14.10%
YTD Return▲ 0.86%
Total Return▲ 13.57%
Best Trade
Bio
My portfolio is based on core investments in high yeilding ETFs like QYLD(12% Annual Dividend), JEPI( 11%) and REIT (MPW-10%) with the re-investment of the cashflow in ETF and Tech
Performance
14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.86%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.83%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.68%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.05%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.53%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.37%
Mar 2024
▼ 13.70%
▼ 3.74%
▼ 5.58%
Apr 2024
▼ 4.52%▼ 4.74%▼ 5.86%
▼ 6.45%▼ 2.17%▼ 5.83%
▲ 9.22%▲ 9.13%▲ 7.68%
▲ 5.14%▲ 4.57%▲ 11.05%
▼ 1.87%▲ 1.59%▼ 1.08%
▲ 14.08%▲ 5.22%▲ 6.53%
▲ 5.05%▲ 3.27%▲ 1.37%
▼ 13.70%▼ 3.74%▼ 5.58%