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Chen - New Portfolio
Chen
Individual Investor
Ranked #52,603 out of 815,805 TipRanks' Investors
Success Rate
88 out of 121
profitable transactions
profitable transactions
Average Return
25.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.10%
6-Month Return▲ 10.86%
12-Month Return▲ 21.90%
YTD Return▲ 9.81%
Total Return▲ 53.58%
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
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 2.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.65%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.02%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.97%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.09%
Jun 2025
▲ 27.88%
▲ 2.30%
▼ 0.62%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 2.58%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.71%
▼ 12.86%▼ 1.27%▼ 3.57%
▼ 1.80%▼ 5.57%▼ 7.65%
▲ 1.84%▼ 0.87%▼ 0.02%
▲ 12.20%▲ 6.28%▲ 8.97%
▲ 6.24%▲ 5.14%▲ 8.09%
▲ 27.88%▲ 2.30%▼ 0.62%
▲ 6.52%▲ 2.30%▲ 2.58%
Recent Activity
Oxford Lane Capital
9.47%
▲ 4.18%
14
Buy
Aug 09, 2025
McDonald's
―
▲ 4.49%
2
Close
Jun 24, 2025
AppLovin
2.08%
▲ 38.42%
1
Open
Jun 24, 2025
Gambling.com
0.63%
▼ 27.04%
1
Open
Jun 23, 2025
Realty Income
3.7%
▲ 9.83%
8
Buy
Jun 09, 2025
Mastercard
0.51%
▲ 1.19%
1
Open
Jun 09, 2025
Hims & Hers Health
0.93%
▲ 1.90%
3
Buy
May 22, 2025
UnitedHealth
1.3%
▲ 2.62%
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
4.55%
▲ 29.04%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
0.97%
▲ 21.84%
1
Open
May 05, 2025
PayPal Holdings
2.05%
▼ 0.05%
4
Buy
May 01, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.04%
▲ 15.49%
10
Buy
May 01, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.84%
▼ 15.82%
3
Buy
Feb 07, 2025
Evolution Gaming Group AB
2.08%
▲ 26.40%
2
Buy
Feb 07, 2025
YieldMax COIN Option Income Strategy ETF
0.23%
▼ 10.19%
3
Buy
Nov 14, 2024
YieldMax NVDA Option Income Strategy ETF
1.81%
▲ 99.97%
5
Buy
Sep 04, 2024
Medical Properties
―
▼ 20.44%
3
Close
Sep 03, 2024
Nvidia
11.92%
▲ 674.12%
4
Sell
Jul 22, 2024