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Chen - New Portfolio
Chen
Individual Investor
Ranked #91,405 out of 823,645 TipRanks' Investors
Success Rate
84 out of 124
profitable transactions
profitable transactions
Average Return
26.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.85%
6-Month Return▲ 30.38%
12-Month Return▲ 19.09%
YTD Return▲ 12.71%
Total Return▲ 57.64%
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
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.65%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.02%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.97%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.09%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.62%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.82%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.09%
Sep 2025
▲ 2.37%
▼ 0.15%
▼ 0.66%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.65%
▲ 0.80%▼ 0.87%▼ 0.02%
▲ 11.63%▲ 6.28%▲ 8.97%
▲ 9.25%▲ 5.14%▲ 8.09%
▲ 7.60%▲ 2.30%▼ 0.62%
▲ 2.76%▲ 2.05%▲ 1.82%
▲ 12.88%▲ 3.56%▲ 4.09%
▲ 2.37%▼ 0.15%▼ 0.66%
Recent Activity
Apollo Global Management
0.7%
▲ 10.48%
5
Buy
Oct 15, 2025
Hims & Hers Health
―
▲ 44.95%
4
Close
Oct 15, 2025
Mastercard
―
▼ 3.43%
2
Close
Oct 15, 2025
YieldMax Ultra Option Income Strategy ETF
0.65%
▼ 0.52%
1
Open
Oct 09, 2025
IREN
3%
▲ 133.53%
1
Open
Sep 02, 2025
Oxford Lane Capital
7.9%
▼ 8.68%
14
Buy
Aug 09, 2025
McDonald's
―
▲ 4.49%
2
Close
Jun 24, 2025
AppLovin
2.53%
▲ 72.34%
1
Open
Jun 24, 2025
Gambling.com
0.55%
▼ 34.69%
1
Open
Jun 23, 2025
Realty Income
3.69%
▲ 13.37%
8
Buy
Jun 09, 2025
UnitedHealth
1.52%
▲ 23.37%
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
5.27%
▲ 53.19%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
0.96%
▲ 34.56%
1
Open
May 05, 2025
PayPal Holdings
1.94%
▼ 2.06%
4
Buy
May 01, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
5.9%
▲ 19.64%
10
Buy
May 01, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.44%
▼ 32.48%
3
Buy
Feb 07, 2025
Evolution Gaming Group AB
1.73%
▲ 7.36%
2
Buy
Feb 07, 2025
YieldMax COIN Option Income Strategy ETF
0.22%
▼ 6.75%
3
Buy
Nov 14, 2024