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Chen
- New Portfolio
Performance
Portfolio Details
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
Select Columns
22
Results | Showing
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< 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
< 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
< 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
< ETF >
YieldMax COIN Option Income Strategy ETF
$16.56
$0.57
(
3.56%
)
premium
―
premium
$1.04B
-33.43%
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
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.55
$0.07
(
0.16%
)
premium
―
premium
$553.55M
-8.53%
22
Results | Showing
1
out of
1
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