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Chen - New Portfolio

PerformancePortfolio Details

Chen
Individual Investor
Ranked #218,154 out of 859,217 TipRanks' Investors
Success Rate
59%
82 out of 138
profitable transactions
Average Return
18.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.90%
6-Month Return▼ 7.83%
12-Month Return▲ 18.55%
YTD Return▼ 3.21%
Total Return▲ 43.27%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 743.45%

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%
▲ 12.88%
▲ 3.56%
▲ 4.09%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▼ 9.12%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 1.05%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 5.64%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.09%
▲ 10.96%▲ 2.38%▼ 1.01%
▼ 3.68%▲ 0.19%▼ 3.91%
▼ 0.10%▲ 0.08%▼ 1.90%
▲ 4.06%▲ 1.47%▼ 0.24%
▼ 1.12%▼ 0.86%▼ 9.12%
▲ 0.60%▼ 4.94%▲ 1.05%
▲ 10.48%▲ 6.78%▲ 5.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SCHD
Schwab US Dividend Equity ETF
17.55%
▲ 0.87%
4
Buy
Mar 24, 2026
O
Realty Income
7.3%
▲ 22.89%
9
Buy
Mar 24, 2026
LMND
Lemonade
6.34%
▼ 4.95%
4
Buy
Mar 24, 2026
NVDA
Nvidia
―
▲ 648.50%
5
Close
Feb 04, 2026
OXLC
Oxford Lane Capital
2.64%
▼ 30.67%
15
Sell
Feb 04, 2026
INVZ
Innoviz Technologies
―
▼ 63.65%
5
Close
Feb 04, 2026
NVO
Novo Nordisk
―
▼ 60.72%
2
Close
Feb 04, 2026
OPRA
Opera
―
▲ 15.32%
2
Close
Feb 04, 2026
UNH
UnitedHealth
―
▼ 5.11%
2
Close
Feb 04, 2026
PATH
UiPath
―
▼ 28.15%
2
Close
Feb 04, 2026
QDTE
Roundhill N-100 0DTE Covered Call Strategy ETF
6.81%
▲ 20.76%
13
Buy
Dec 30, 2025
EVVTY
Evolution Gaming Group AB
―
▼ 4.01%
3
Close
Dec 09, 2025
GAMB
Gambling.com
―
▼ 52.55%
2
Close
Dec 09, 2025
APO
Apollo Global Management
1.27%
▼ 0.85%
6
Buy
Dec 04, 2025
ULTY
YieldMax Ultra Option Income Strategy ETF
0.71%
▼ 7.63%
2
Buy
Dec 04, 2025
PYPL
PayPal Holdings
―
▼ 0.88%
5
Close
Oct 18, 2025
IREN
IREN
1.2%
▲ 62.73%
2
Sell
Oct 18, 2025
HIMS
Hims & Hers Health
―
▲ 44.95%
4
Close
Oct 15, 2025
MA
Mastercard
―
▼ 3.43%
2
Close
Oct 15, 2025
MCD
McDonald's
―
▲ 4.49%
2
Close
Jun 24, 2025