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Chen - New Portfolio

Chen
Individual Investor
Ranked #49,524 out of 808,802 TipRanks' Investors
Success Rate
73%
87 out of 120
profitable transactions
Average Return
24.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.75%
6-Month Return▲ 6.33%
12-Month Return▲ 20.55%
YTD Return▲ 8.65%
Total Return▲ 51.95%

Best Trade

Opened at
Closed at-
Gain▲ 737.61%

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

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▲ 1.96%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.71%
Jan 2025
▼ 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
▲ 14.83%
▲ 1.65%
▲ 0.87%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 1.96%
▲ 6.03%▲ 2.69%▲ 2.71%
▼ 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%
▲ 14.83%▲ 1.65%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oxford Lane Capital
10.08%
▲ 8.98%
13
Buy
Jul 14, 2025
McDonald's
▲ 4.49%
2
Close
Jun 24, 2025
AppLovin
1.58%
▲ 4.09%
1
Open
Jun 24, 2025
Gambling.com
0.85%
▼ 2.38%
1
Open
Jun 23, 2025
Realty Income
3.63%
▲ 5.98%
8
Buy
Jun 09, 2025
Mastercard
0.48%
▼ 4.79%
1
Open
Jun 09, 2025
Hims & Hers Health
1.07%
▲ 15.45%
3
Buy
May 22, 2025
UnitedHealth
1.25%
▼ 2.21%
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
3.99%
▲ 11.93%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
1.08%
▲ 21.49%
1
Open
May 05, 2025
PayPal Holdings
2.18%
▲ 3.64%
4
Buy
May 01, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
6.15%
▲ 11.64%
10
Buy
May 01, 2025
Kaspi.kz JSC Sponsored ADR RegS
1.73%
▼ 21.58%
3
Buy
Feb 07, 2025
Evolution Gaming Group AB
2%
▲ 20.01%
2
Buy
Feb 07, 2025
YieldMax COIN Option Income Strategy ETF
0.35%
▲ 16.92%
3
Buy
Nov 14, 2024
YieldMax NVDA Option Income Strategy ETF
1.8%
▲ 88.12%
5
Buy
Sep 04, 2024
Medical Properties
▼ 20.44%
3
Close
Sep 03, 2024
Nvidia
11.59%
▲ 643.31%
4
Sell
Jul 22, 2024