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Chen - New Portfolio
Chen
Individual Investor
Ranked #37,159 out of 769,291 TipRanks' Investors
Success Rate
70 out of 94
profitable transactions
profitable transactions
Average Return
22.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.28%
6-Month Return▲ 8.94%
12-Month Return▲ 29.32%
YTD Return▲ 18.16%
Total Return▲ 33.05%
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
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.37%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 0.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.15%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.73%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.37%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.28%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.43%
▲ 11.46%▲ 5.06%▲ 7.37%
▼ 2.25%▲ 3.53%▲ 1.57%
▲ 25.72%▲ 1.21%▼ 0.74%
▼ 4.22%▲ 2.34%▲ 2.15%
▲ 7.82%▲ 2.10%▲ 2.73%
▲ 5.70%▼ 0.89%▼ 0.37%
▲ 23.63%▲ 3.84%▲ 2.28%
Recent Activity
YieldMax COIN Option Income Strategy ETF
0.63%
▲ 2.21%
3
Buy
Nov 14, 2024
Realty Income
3.69%
▲ 4.48%
6
Buy
Nov 01, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
4.02%
▲ 9.98%
5
Buy
Oct 03, 2024
YieldMax NVDA Option Income Strategy ETF
3.27%
▲ 76.31%
5
Buy
Sep 04, 2024
PayPal Holdings
1.85%
▲ 6.54%
3
Open
Sep 04, 2024
Stellantis
1.57%
▼ 21.55%
2
Buy
Sep 04, 2024
Medical Properties
―
▼ 20.44%
3
Close
Sep 03, 2024
Nvidia
11.43%
▲ 530.03%
4
Sell
Jul 22, 2024
Palo Alto Networks
2.42%
▲ 19.18%
1
Open
Jul 22, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
0.68%
▲ 3.59%
1
Open
Jul 09, 2024
Schwab US Dividend Equity ETF
―
▲ 3.42%
2
Close
Jun 14, 2024
YieldMax META Option Income Strategy ETF
2.49%
▲ 19.55%
5
Buy
Jun 14, 2024
YieldMax NFLX Option Income Strategy ETF
2.43%
▲ 38.94%
3
Buy
Jun 14, 2024
Kaspi.kz JSC Sponsored ADR RegS
2.15%
▼ 12.52%
2
Buy
Jun 14, 2024
ZIM Integrated Shipping Services
―
▼ 45.75%
2
Close
Mar 15, 2024
YieldMax TSLA Option Income Strategy ETF
―
▼ 13.45%
4
Close
Mar 04, 2024
Pfizer
―
▼ 2.43%
2
Close
Feb 29, 2024
Opera
4.69%
▲ 63.06%
1
Open
Feb 29, 2024
Oxford Lane Capital
13.86%
▲ 29.99%
8
Buy
Feb 26, 2024
Innoviz Technologies
0.6%
▼ 79.46%
4
Buy
Feb 26, 2024