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Chen - New Portfolio
Chen
Individual Investor
Ranked #35,561 out of 766,001 TipRanks' Investors
Success Rate
69 out of 92
profitable transactions
profitable transactions
Average Return
23.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.62%
6-Month Return▲ 12.64%
12-Month Return▲ 33.48%
YTD Return▲ 20.17%
Total Return▲ 35.31%
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
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.44%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.37%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.48%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.13%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.44%
▲ 11.46%▲ 5.06%▲ 7.37%
▼ 2.25%▲ 3.53%▲ 1.57%
▲ 25.72%▲ 1.21%▼ 0.74%
▼ 4.22%▲ 2.34%▲ 2.15%
▲ 7.82%▲ 2.10%▲ 2.73%
▲ 6.02%▼ 0.89%▼ 0.48%
▲ 5.59%▲ 5.20%▲ 4.13%
Recent Activity
Realty Income
3.64%
▲ 4.70%
6
Buy
Nov 01, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
4.07%
▲ 11.71%
5
Buy
Oct 03, 2024
YieldMax NVDA Option Income Strategy ETF
3.16%
▲ 72.77%
5
Buy
Sep 04, 2024
PayPal Holdings
1.78%
▲ 5.29%
3
Open
Sep 04, 2024
Stellantis
1.62%
▼ 18.19%
2
Buy
Sep 04, 2024
Medical Properties
―
▼ 20.44%
3
Close
Sep 03, 2024
Nvidia
11.33%
▲ 534.16%
4
Sell
Jul 22, 2024
Palo Alto Networks
2.34%
▲ 17.29%
1
Open
Jul 22, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
0.68%
▲ 4.29%
1
Open
Jul 09, 2024
Schwab US Dividend Equity ETF
―
▲ 3.42%
2
Close
Jun 14, 2024
YieldMax META Option Income Strategy ETF
2.54%
▲ 23.64%
5
Buy
Jun 14, 2024
YieldMax NFLX Option Income Strategy ETF
2.3%
▲ 27.90%
3
Buy
Jun 14, 2024
Kaspi.kz JSC Sponsored ADR RegS
2.26%
▼ 8.06%
2
Buy
Jun 14, 2024
YieldMax COIN Option Income Strategy ETF
0.25%
▲ 1.97%
1
Open
Jun 05, 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
―
▼ 2.43%
2
Close
Feb 29, 2024
Opera
4.31%
▲ 52.46%
1
Open
Feb 29, 2024
Oxford Lane Capital
14.27%
▲ 33.70%
8
Buy
Feb 26, 2024
Innoviz Technologies
0.71%
▼ 75.12%
4
Buy
Feb 26, 2024