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Chen - New Portfolio
Chen
Individual Investor
Ranked #151,557 out of 829,253 TipRanks' Investors
Success Rate
78 out of 126
profitable transactions
profitable transactions
Average Return
18.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.77%
6-Month Return▲ 2.56%
12-Month Return▲ 5.98%
YTD Return▲ 0.87%
Total Return▲ 41.03%
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%
▲ 0.80%
▼ 0.87%
▼ 0.02%
Apr 2025
▲ 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
▼ 6.45%
▼ 4.33%
▼ 10.18%
Nov 2025
▲ 0.80%▼ 0.87%▼ 0.02%
▲ 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%
▼ 6.45%▼ 4.33%▼ 10.18%
Recent Activity
PayPal Holdings
―
▼ 0.88%
5
Close
Oct 18, 2025
IREN
1.11%
▲ 49.33%
2
Sell
Oct 18, 2025
Lemonade
3.24%
▲ 36.19%
1
Open
Oct 18, 2025
Apollo Global Management
0.76%
▲ 7.50%
5
Buy
Oct 15, 2025
Hims & Hers Health
―
▲ 44.95%
4
Close
Oct 15, 2025
Mastercard
―
▼ 3.43%
2
Close
Oct 15, 2025
YieldMax Ultra Option Income Strategy ETF
0.52%
▼ 21.40%
1
Open
Oct 09, 2025
Oxford Lane Capital
7.09%
▼ 21.54%
14
Buy
Aug 09, 2025
McDonald's
―
▲ 4.49%
2
Close
Jun 24, 2025
AppLovin
2.41%
▲ 49.03%
1
Open
Jun 24, 2025
Gambling.com
0.37%
▼ 60.37%
1
Open
Jun 23, 2025
Realty Income
3.85%
▲ 7.84%
8
Buy
Jun 09, 2025
UnitedHealth
1.44%
▲ 6.43%
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
6.69%
▲ 76.64%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
0.86%
▲ 20.50%
1
Open
May 05, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.17%
▲ 17.95%
10
Buy
May 01, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.52%
▼ 35.33%
3
Buy
Feb 07, 2025
Evolution Gaming Group AB
1.64%
▼ 7.61%
2
Buy
Feb 07, 2025