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Chen - New Portfolio
Chen
Individual Investor
Ranked #120,716 out of 836,051 TipRanks' Investors
Success Rate
89 out of 134
profitable transactions
profitable transactions
Average Return
22.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.71%
6-Month Return▲ 1.69%
12-Month Return▲ 9.20%
YTD Return▲ 3.21%
Total Return▲ 52.67%
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%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 3.92%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.94%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 3.21%
Jan 2026
▲ 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%
▼ 3.57%▲ 0.19%▼ 3.92%
▼ 0.10%▲ 0.08%▼ 1.94%
▲ 1.08%▲ 1.11%▲ 3.21%
Recent Activity
Roundhill N-100 0DTE Covered Call Strategy ETF
6.7%
▲ 20.31%
13
Buy
Dec 30, 2025
Lemonade
4.82%
▲ 22.72%
3
Buy
Dec 24, 2025
UiPath
1.28%
▼ 1.63%
1
Open
Dec 24, 2025
Evolution Gaming Group AB
―
▼ 4.01%
3
Close
Dec 09, 2025
Gambling.com
―
▼ 52.55%
2
Close
Dec 09, 2025
Apollo Global Management
1.5%
▲ 13.32%
6
Buy
Dec 04, 2025
YieldMax Ultra Option Income Strategy ETF
0.76%
▼ 8.95%
2
Buy
Dec 04, 2025
PayPal Holdings
―
▼ 0.88%
5
Close
Oct 18, 2025
IREN
1.07%
▲ 56.92%
2
Sell
Oct 18, 2025
Hims & Hers Health
―
▲ 44.95%
4
Close
Oct 15, 2025
Mastercard
―
▼ 3.43%
2
Close
Oct 15, 2025
Oxford Lane Capital
7.36%
▼ 9.01%
14
Buy
Aug 09, 2025
McDonald's
―
▲ 4.49%
2
Close
Jun 24, 2025
AppLovin
2.63%
▲ 76.41%
1
Open
Jun 24, 2025
Realty Income
3.68%
▲ 12.18%
8
Buy
Jun 09, 2025
UnitedHealth
1.48%
▲ 19.28%
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
6.94%
▲ 98.73%
1
Open
May 05, 2025
YieldMax PLTR Option Income Strategy ETF
0.79%
▲ 31.79%
1
Open
May 05, 2025