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Chen - New Portfolio
Chen
Individual Investor
Ranked #43,977 out of 781,066 TipRanks' Investors
Success Rate
69 out of 96
profitable transactions
profitable transactions
Average Return
23.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.66%
6-Month Return▲ 13.82%
12-Month Return▲ 30.18%
YTD Return▲ 2.20%
Total Return▲ 43.47%
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
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.57%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 0.74%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.37%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.49%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 2.31%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.20%
Jan 2025
▲ 9.79%▲ 3.53%▲ 1.57%
▲ 8.13%▲ 1.21%▼ 0.74%
▼ 13.14%▲ 2.34%▲ 2.15%
▲ 2.93%▲ 2.10%▲ 2.73%
▲ 10.00%▼ 0.89%▼ 0.37%
▲ 26.04%▲ 5.96%▲ 5.49%
▲ 5.93%▼ 2.41%▲ 2.31%
▲ 9.79%▲ 0.95%▲ 2.20%
Recent Activity
Realty Income
3.8%
▲ 0.69%
7
Buy
Jan 03, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
4.74%
▲ 10.33%
6
Buy
Dec 26, 2024
YieldMax COIN Option Income Strategy ETF
0.53%
▲ 0.71%
3
Buy
Nov 14, 2024
YieldMax NVDA Option Income Strategy ETF
2.79%
▲ 64.97%
5
Buy
Sep 04, 2024
PayPal Holdings
1.98%
▲ 11.35%
3
Open
Sep 04, 2024
Stellantis
1.56%
▼ 21.36%
2
Buy
Sep 04, 2024
Medical Properties
―
▼ 20.45%
3
Close
Sep 03, 2024
Nvidia
10.62%
▲ 491.58%
4
Sell
Jul 22, 2024
Palo Alto Networks
2.13%
▲ 6.15%
1
Open
Jul 22, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
0.65%
▲ 7.90%
1
Open
Jul 09, 2024
Schwab US Dividend Equity ETF
―
▲ 3.42%
2
Close
Jun 14, 2024
YieldMax META Option Income Strategy ETF
2.51%
▲ 27.17%
5
Buy
Jun 14, 2024
YieldMax NFLX Option Income Strategy ETF
2.16%
▲ 34.59%
3
Buy
Jun 14, 2024
Kaspi.kz JSC Sponsored ADR RegS
1.91%
▼ 21.76%
2
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
―
▼ 2.43%
2
Close
Feb 29, 2024
Opera
4.4%
▲ 57.59%
1
Open
Feb 29, 2024
Oxford Lane Capital
13.38%
▲ 31.25%
8
Buy
Feb 26, 2024
Innoviz Technologies
1.81%
▼ 37.21%
4
Buy
Feb 26, 2024