Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Calculators
Education
About Us
Working with TipRanks
Follow Us
Chen - New Portfolio
Chen
Individual Investor
Ranked #57,660 out of 747,498 TipRanks' Investors
Success Rate
55 out of 79
profitable transactions
profitable transactions
Average Return
16.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.33%
6-Month Return▲ 11.58%
12-Month Return▲ 10.90%
YTD Return▲ 11.13%
Total Return▲ 25.13%
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
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 11.06%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.08%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.53%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.37%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.43%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.37%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.57%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 0.17%
Jul 2024
▲ 5.14%▲ 4.57%▲ 11.06%
▼ 1.87%▲ 1.59%▼ 1.08%
▲ 14.08%▲ 5.22%▲ 6.53%
▲ 5.05%▲ 3.27%▲ 1.37%
▼ 12.40%▼ 4.03%▼ 4.43%
▲ 11.46%▲ 5.06%▲ 7.37%
▼ 2.25%▲ 3.53%▲ 1.57%
▲ 25.65%▲ 0.88%▼ 0.17%
Recent Activity
Realty Income
2.76%
▲ 10.02%
3
Buy
Jul 09, 2024
YieldMax Magnificent 7 Fund of Option Income ETFs
0.76%
▼ 5.90%
1
Open
Jul 09, 2024
Schwab US Dividend Equity ETF
―
▲ 3.42%
2
Close
Jun 14, 2024
YieldMax META Option Income Strategy ETF
2.59%
▼ 4.06%
5
Buy
Jun 14, 2024
YieldMax NFLX Option Income Strategy ETF
2.3%
▲ 2.17%
3
Buy
Jun 14, 2024
Kaspi.kz JSC Sponsored ADR RegS
3.15%
▲ 12.65%
2
Buy
Jun 14, 2024
YieldMax COIN Option Income Strategy ETF
0.33%
▼ 2.23%
1
Open
Jun 05, 2024
YieldMax NVDA Option Income Strategy ETF
2.99%
▲ 54.58%
4
Buy
Apr 04, 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
―
▼ 2.42%
2
Close
Feb 29, 2024
PayPal Holdings
―
▼ 3.73%
2
Close
Feb 29, 2024
Opera
3.17%
▲ 0.12%
1
Open
Feb 29, 2024
Oxford Lane Capital
16.31%
▲ 29.56%
8
Buy
Feb 26, 2024
Innoviz Technologies
1.04%
▼ 67.56%
4
Buy
Feb 26, 2024
Novo Nordisk
1.76%
▲ 7.07%
1
Open
Feb 26, 2024
Global X NASDAQ 100 Covered Call ETF
17.25%
▲ 17.79%
8
Sell
Dec 20, 2023
Nvidia
15.13%
▲ 406.53%
3
Sell
Dec 20, 2023
PIMCO Dynamic
8.41%
▲ 14.03%
2
Buy
Dec 20, 2023
Hess Midstream Partners
2.06%
▲ 28.37%
1
Open
Dec 20, 2023