Chen - New Portfolio
Chen
Individual Investor
Ranked #196,202 out of 862,572 TipRanks' Investors
Success Rate
87 out of 139
profitable transactions
profitable transactions
Average Return
20.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.65%
6-Month Return▼ 0.01%
12-Month Return▲ 5.80%
YTD Return▲ 0.18%
Total Return▲ 48.18%
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
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 1.01%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.91%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.90%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.24%
Jan 2026
▼ 1.27%
▼ 0.86%
▼ 9.13%
Feb 2026
▲ 0.28%
▼ 4.94%
▲ 0.91%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.05%
Apr 2026
▲ 8.40%
▲ 3.29%
▲ 1.35%
May 2026
▲ 10.96%▲ 2.38%▼ 1.01%
▼ 3.68%▲ 0.19%▼ 3.91%
▼ 0.10%▲ 0.08%▼ 1.90%
▲ 4.06%▲ 1.47%▼ 0.24%
▼ 1.27%▼ 0.86%▼ 9.13%
▲ 0.28%▼ 4.94%▲ 0.91%
▲ 16.06%▲ 10.51%▲ 8.05%
▲ 8.40%▲ 3.29%▲ 1.35%
Recent Activity
Galaxy Digital
1.18%
▲ 5.62%
1
Open
May 04, 2026
Schwab US Dividend Equity ETF
17.47%
▲ 3.11%
4
Buy
Mar 24, 2026
Realty Income
6.78%
▲ 18.99%
9
Buy
Mar 24, 2026
Lemonade
5.17%
▼ 19.56%
4
Buy
Mar 24, 2026
Nvidia
―
▲ 648.50%
5
Close
Feb 04, 2026
Oxford Lane Capital
2.57%
▼ 28.52%
15
Sell
Feb 04, 2026
Innoviz Technologies
―
▼ 63.65%
5
Close
Feb 04, 2026
Novo Nordisk
―
▼ 60.72%
2
Close
Feb 04, 2026
Opera
―
▲ 15.32%
2
Close
Feb 04, 2026
UnitedHealth
―
▼ 5.11%
2
Close
Feb 04, 2026
UiPath
―
▼ 28.15%
2
Close
Feb 04, 2026
Roundhill N-100 0DTE Covered Call Strategy ETF
7.12%
▲ 33.69%
13
Buy
Dec 30, 2025
Evolution Gaming Group AB
―
▼ 4.01%
3
Close
Dec 09, 2025
Gambling.com
―
▼ 52.55%
2
Close
Dec 09, 2025
Apollo Global Management
1.4%
▲ 6.73%
6
Buy
Dec 04, 2025
YieldMax Ultra Option Income Strategy ETF
0.68%
▼ 1.17%
2
Buy
Dec 04, 2025
PayPal Holdings
―
▼ 0.88%
5
Close
Oct 18, 2025
IREN
1.35%
▲ 89.52%
2
Sell
Oct 18, 2025
Hims & Hers Health
―
▲ 44.95%
4
Close
Oct 15, 2025
Mastercard
―
▼ 3.43%
2
Close
Oct 15, 2025