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Chen - New Portfolio
Chen
Individual Investor
Ranked #53,101 out of 803,257 TipRanks' Investors
Success Rate
82 out of 116
profitable transactions
profitable transactions
Average Return
20.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.37%
6-Month Return▲ 2.68%
12-Month Return▲ 13.29%
YTD Return▲ 2.44%
Total Return▲ 43.27%
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
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.49%
Nov 2024
▲ 5.43%
▼ 2.41%
▲ 1.96%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.65%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.02%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.98%
May 2025
▲ 5.72%
▲ 2.32%
▲ 2.77%
Jun 2025
▲ 25.97%▲ 5.96%▲ 5.49%
▲ 5.43%▼ 2.41%▲ 1.96%
▲ 5.99%▲ 2.69%▲ 2.74%
▼ 12.86%▼ 1.27%▼ 3.57%
▼ 1.80%▼ 5.57%▼ 7.65%
▲ 1.76%▼ 0.87%▼ 0.02%
▲ 12.21%▲ 6.28%▲ 8.98%
▲ 5.72%▲ 2.32%▲ 2.77%
Recent Activity
Realty Income
3.83%
▲ 7.34%
8
Buy
Jun 09, 2025
Mastercard
0.53%
▲ 0.89%
1
Open
Jun 09, 2025
Oxford Lane Capital
11.28%
▲ 17.33%
11
Buy
Jun 07, 2025
Hims & Hers Health
1.22%
▲ 27.60%
3
Buy
May 22, 2025
UnitedHealth
1.37%
▲ 2.40%
1
Open
May 22, 2025
Stellantis
―
▼ 37.20%
3
Close
May 05, 2025
Alphabet Class C
―
▲ 2.00%
2
Close
May 05, 2025
Alphabet Class A
4.02%
▲ 8.90%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
1.1%
▲ 8.90%
1
Open
May 05, 2025
PayPal Holdings
2.29%
▲ 4.51%
4
Buy
May 01, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.27%
▲ 5.83%
10
Buy
May 01, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.81%
▼ 21.01%
3
Buy
Feb 07, 2025
Evolution Gaming Group AB
1.68%
▼ 2.61%
2
Buy
Feb 07, 2025
YieldMax COIN Option Income Strategy ETF
0.28%
▼ 13.67%
3
Buy
Nov 14, 2024
YieldMax NVDA Option Income Strategy ETF
1.8%
▲ 63.99%
5
Buy
Sep 04, 2024
Medical Properties
―
▼ 20.44%
3
Close
Sep 03, 2024
Nvidia
9.99%
▲ 518.48%
4
Sell
Jul 22, 2024
Palo Alto Networks
2.12%
▲ 17.44%
1
Open
Jul 22, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
0.48%
▲ 6.21%
1
Open
Jul 09, 2024
Schwab US Dividend Equity ETF
―
▲ 3.42%
2
Close
Jun 14, 2024