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Chen - New Portfolio
Chen
Individual Investor
Ranked #44,269 out of 819,158 TipRanks' Investors
Success Rate
93 out of 123
profitable transactions
profitable transactions
Average Return
28.11%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.85%
6-Month Return▲ 20.98%
12-Month Return▲ 25.27%
YTD Return▲ 13.90%
Total Return▲ 59.30%
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
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.65%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.02%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.97%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.09%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 0.62%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 1.82%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 4.50%
Sep 2025
▼ 12.86%▼ 1.27%▼ 3.57%
▼ 1.80%▼ 5.57%▼ 7.65%
▲ 1.84%▼ 0.87%▼ 0.02%
▲ 12.20%▲ 6.28%▲ 8.97%
▲ 6.24%▲ 5.14%▲ 8.09%
▲ 27.92%▲ 2.30%▼ 0.62%
▲ 4.87%▲ 2.05%▲ 1.82%
▲ 9.82%▲ 3.18%▲ 4.50%
Recent Activity
Apollo Global Management
0.3%
▲ 14.71%
4
Open
Sep 08, 2025
Iris Energy
1.67%
▲ 32.74%
1
Open
Sep 02, 2025
Oxford Lane Capital
8.43%
▼ 0.35%
14
Buy
Aug 09, 2025
McDonald's
―
▲ 4.49%
2
Close
Jun 24, 2025
AppLovin
2.67%
▲ 85.87%
1
Open
Jun 24, 2025
Gambling.com
0.58%
▼ 29.76%
1
Open
Jun 23, 2025
Realty Income
3.59%
▲ 12.29%
8
Buy
Jun 09, 2025
Mastercard
0.48%
▲ 0.11%
1
Open
Jun 09, 2025
Hims & Hers Health
1.16%
▲ 33.54%
3
Buy
May 22, 2025
UnitedHealth
1.38%
▲ 15.02%
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
5.23%
▲ 55.45%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
0.98%
▲ 34.35%
1
Open
May 05, 2025
PayPal Holdings
1.9%
▼ 1.83%
4
Buy
May 01, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
5.89%
▲ 20.14%
10
Buy
May 01, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.66%
▼ 20.34%
3
Buy
Feb 07, 2025
Evolution Gaming Group AB
1.94%
▲ 23.57%
2
Buy
Feb 07, 2025
YieldMax COIN Option Income Strategy ETF
0.22%
▼ 3.01%
3
Buy
Nov 14, 2024
YieldMax NVDA Option Income Strategy ETF
1.62%
▲ 95.79%
5
Buy
Sep 04, 2024