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Chen - New Portfolio
Chen
Individual Investor
Ranked #135,891 out of 832,231 TipRanks' Investors
Success Rate
84 out of 130
profitable transactions
profitable transactions
Average Return
22.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.42%
6-Month Return▲ 5.10%
12-Month Return▲ 8.29%
YTD Return▲ 7.79%
Total Return▲ 50.71%
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%
▲ 11.64%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 1.01%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 3.93%
Nov 2025
▲ 2.00%
▲ 0.85%
▼ 0.09%
Dec 2025
▲ 11.64%▲ 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%
▲ 10.96%▲ 2.38%▼ 1.01%
▼ 3.44%▲ 0.19%▼ 3.93%
▲ 2.00%▲ 0.85%▼ 0.09%
Recent Activity
Evolution Gaming Group AB
―
▼ 4.01%
3
Close
Dec 09, 2025
Gambling.com
―
▼ 52.55%
2
Close
Dec 09, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.75%
▲ 24.21%
11
Buy
Dec 05, 2025
Apollo Global Management
1.57%
▲ 15.19%
6
Buy
Dec 04, 2025
YieldMax Ultra Option Income Strategy ETF
0.84%
▼ 6.94%
2
Buy
Dec 04, 2025
Lemonade
4.57%
▲ 35.55%
2
Buy
Dec 04, 2025
PayPal Holdings
―
▼ 0.88%
5
Close
Oct 18, 2025
IREN
1.05%
▲ 50.94%
2
Sell
Oct 18, 2025
Hims & Hers Health
―
▲ 44.95%
4
Close
Oct 15, 2025
Mastercard
―
▼ 3.43%
2
Close
Oct 15, 2025
Oxford Lane Capital
7.13%
▼ 16.25%
14
Buy
Aug 09, 2025
McDonald's
―
▲ 4.49%
2
Close
Jun 24, 2025
AppLovin
3.12%
▲ 105.16%
1
Open
Jun 24, 2025
Realty Income
3.69%
▲ 10.12%
8
Buy
Jun 09, 2025
UnitedHealth
1.47%
▲ 15.80%
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
6.8%
▲ 90.79%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
0.9%
▲ 39.80%
1
Open
May 05, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.54%
▼ 30.51%
3
Buy
Feb 07, 2025