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Chen - New Portfolio

Chen
Individual Investor
Ranked #38,766 out of 769,603 TipRanks' Investors
Success Rate
75%
70 out of 94
profitable transactions
Average Return
21.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.98% QYLD
13.92% OXLC
11.09% NVDA
8.51% META
7.78% PDI
42.72% Others
By Assets
70.46% Stocks
29.42% ETFs
0.12% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
31.62% General
23.60% Financial
20.62% Technology
13.43% Communication Services
3.97% Consumer Cyclical
6.77% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.10
$0.03
(0.17%)
premium
1K Buy
628 Hold
74 Sell
Moderate Buy
premium
$8.27B
6.29%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
10.36%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
191.38%
META
Meta Platforms
$559.14
$3.95
(0.7%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.41T
64.89%
OXLC
Oxford Lane Capital
$5.22
$0.01
(0.19%)
premium
premium
6.11%
INVZ
Innoviz Technologies
$0.53
$0.002
(0.47%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$89.82M
-72.39%
PDI
PIMCO Dynamic
$19.27
$0.08
(0.42%)
premium
premium
9.03%
HESM
Hess Midstream Partners
$36.78
$0.04
(0.11%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$8.02B
15.24%
MCD
McDonald's
$290.28
$1.81
(0.63%)
premium
17 Buy
11 Hold
0 Sell
Moderate Buy
premium
$208.02B
2.32%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$25.68
$0.72
(2.73%)
premium
premium
$1.37B
18.55%
PYPL
PayPal Holdings
$86.77
$1.95
(2.3%)
premium
13 Buy
16 Hold
0 Sell
Moderate Buy
premium
$86.99B
50.55%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$18.57
$0.14
(0.75%)
premium
premium
$134.57M
-12.57%
NVO
Novo Nordisk
$105.06
$2.43
(2.37%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$465.19B
-0.61%
OPRA
Opera
$20.19
$0.89
(4.61%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.79B
58.85%
NFLY
NFLY
< ETF >
YieldMax NFLX Option Income Strategy ETF
$19.20
$0.07
(0.37%)
premium
premium
$69.07M
2.03%
O
Realty Income
$57.45
$0.06
(0.1%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
7.65%
KSPI
Kaspi.kz JSC Sponsored ADR RegS
$104.00
$0.17
(0.16%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$20.61B
8.16%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$16.56
$0.57
(3.56%)
premium
premium
$1.04B
-33.43%
YMAG
YMAG
< ETF >
YieldMax Magnificent 7 Fund of Option Income ETFs
$19.28
$0.05
(0.26%)
premium
premium
$235.75M
-2.83%
PANW
Palo Alto Networks
$383.36
$14.34
(3.61%)
premium
30 Buy
4 Hold
1 Sell
Strong Buy
premium
$125.78B
51.14%
STLA
Stellantis
$13.05
$0.2
(1.56%)
premium
7 Buy
11 Hold
2 Sell
Hold
premium
$38.65B
-36.20%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.55
$0.07
(0.16%)
premium
premium
$553.55M
-8.53%