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Chen - New Portfolio
Chen
Individual Investor
Ranked #38,050 out of 788,370 TipRanks' Investors
Success Rate
75 out of 102
profitable transactions
profitable transactions
Average Return
22.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.84%
6-Month Return▲ 13.88%
12-Month Return▲ 22.44%
YTD Return▲ 2.55%
Total Return▲ 43.96%
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
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▼ 0.74%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.37%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.49%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 2.30%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.45%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.86%
Feb 2025
▲ 8.13%▲ 1.21%▼ 0.74%
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 2.73%
▲ 9.99%▼ 0.89%▼ 0.37%
▲ 26.03%▲ 5.96%▲ 5.49%
▲ 5.97%▼ 2.41%▲ 2.30%
▲ 5.25%▲ 2.69%▲ 3.45%
▼ 9.08%▲ 1.42%▼ 0.86%
Recent Activity
Roundhill N-100 0DTE Covered Call Strategy ETF
5.11%
▲ 8.13%
8
Buy
Feb 18, 2025
Hims & Hers Health
1.16%
▲ 13.08%
1
Open
Feb 11, 2025
Kaspi.kz JSC Sponsored ADR RegS
2.25%
▼ 7.54%
3
Buy
Feb 07, 2025
Evolution Gaming Group AB
1.99%
▲ 4.76%
2
Buy
Feb 07, 2025
Realty Income
3.8%
▲ 5.24%
7
Buy
Jan 03, 2025
YieldMax COIN Option Income Strategy ETF
0.4%
▼ 13.94%
3
Buy
Nov 14, 2024
YieldMax NVDA Option Income Strategy ETF
2.46%
▲ 59.24%
5
Buy
Sep 04, 2024
PayPal Holdings
1.54%
▼ 0.26%
3
Open
Sep 04, 2024
Stellantis
1.62%
▼ 14.89%
2
Buy
Sep 04, 2024
Medical Properties
―
▼ 20.45%
3
Close
Sep 03, 2024
Nvidia
9.92%
▲ 477.49%
4
Sell
Jul 22, 2024
Palo Alto Networks
2.2%
▲ 14.49%
1
Open
Jul 22, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
0.59%
▲ 5.71%
1
Open
Jul 09, 2024
Schwab US Dividend Equity ETF
―
▲ 3.42%
2
Close
Jun 14, 2024
YieldMax META Option Income Strategy ETF
2.5%
▲ 36.56%
5
Buy
Jun 14, 2024
YieldMax NFLX Option Income Strategy ETF
2.18%
▲ 50.66%
3
Buy
Jun 14, 2024
ZIM Integrated Shipping Services
―
▼ 45.75%
2
Close
Mar 15, 2024
YieldMax TSLA Option Income Strategy ETF
―
▼ 13.45%
4
Close
Mar 04, 2024
Pfizer
―
▼ 2.42%
2
Close
Feb 29, 2024
Opera
4.51%
▲ 68.88%
1
Open
Feb 29, 2024