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Chen - New Portfolio

Chen
Individual Investor
Ranked #48,015 out of 783,619 TipRanks' Investors
Success Rate
71%
70 out of 98
profitable transactions
Average Return
22.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.74% QYLD
13.10% OXLC
10.09% META
9.40% NVDA
7.50% PDI
44.17% Others
By Assets
70.75% Stocks
29.13% ETFs
0.12% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
31.13% General
22.50% Financial
18.51% Technology
14.52% Communication Services
6.67% Consumer Cyclical
6.67% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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jcl8hbqz
premium
jcl8hbqz
premium
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jcl8hbqz
jcl8hbqz
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ia0mvyklkn
ia0mvyklkn
premium
ia0mvyklkn
premium
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ia0mvyklkn
ia0mvyklkn
kdg3e0fd
kdg3e0fd
kdg3e0fd
premium
kdg3e0fd
premium
kdg3e0fd
kdg3e0fd
kdg3e0fd
filsw9qv50k
filsw9qv50k
filsw9qv50k
premium
filsw9qv50k
premium
filsw9qv50k
filsw9qv50k
filsw9qv50k
24sx6dhvq2h
24sx6dhvq2h
24sx6dhvq2h
premium
24sx6dhvq2h
premium
24sx6dhvq2h
24sx6dhvq2h
24sx6dhvq2h
roj3x5kqbe9
roj3x5kqbe9
roj3x5kqbe9
premium
roj3x5kqbe9
premium
roj3x5kqbe9
roj3x5kqbe9
roj3x5kqbe9
s1pg3k2kl2k
s1pg3k2kl2k
s1pg3k2kl2k
premium
s1pg3k2kl2k
premium
s1pg3k2kl2k
s1pg3k2kl2k
s1pg3k2kl2k
0jot89d2b
0jot89d2b
0jot89d2b
premium
0jot89d2b
premium
0jot89d2b
0jot89d2b
0jot89d2b
21erd5stskq
21erd5stskq
21erd5stskq
premium
21erd5stskq
premium
21erd5stskq
21erd5stskq
21erd5stskq
0br7q5et2ybt
0br7q5et2ybt
0br7q5et2ybt
premium
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premium
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QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.47
$0.06
(0.33%)
Pre
0.22%
premium
1K Buy
585 Hold
68 Sell
Moderate Buy
premium
$8.70B
4.82%
MSFT
Microsoft
$414.99
$27.34
(6.18%)
Pre
1.16%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
8.26%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
Pre
1.34%
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
97.06%
META
Meta Platforms
$687.00
$10.51
(1.55%)
Pre
0.62%
premium
42 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.73T
73.40%
OXLC
Oxford Lane Capital
$5.09
$0.02
(0.39%)
Pre
0%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
-2.12%
INVZ
Innoviz Technologies
$1.50
$0.05
(3.23%)
Pre
0%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$253.02M
-6.06%
PDI
PIMCO Dynamic
$19.25
$0.12
(0.63%)
Pre
0.21%
premium
premium
0.00%
HESM
Hess Midstream Partners
$41.91
$0.21
(0.5%)
Pre
1.86%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.14B
22.14%
MCD
McDonald's
$290.32
$0.21
(0.07%)
Pre
0.11%
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$208.05B
-0.82%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$19.36
$0.279
(1.46%)
Pre
0.93%
premium
premium
$1.48B
-20.26%
PYPL
PayPal Holdings
$89.57
$0.81
(0.91%)
Pre
0.27%
premium
12 Buy
10 Hold
0 Sell
Moderate Buy
premium
$89.80B
39.38%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$19.97
$0.109
(0.55%)
Pre
0.45%
premium
premium
$181.86M
-8.07%
NVO
Novo Nordisk
$85.34
$1.31
(1.56%)
Pre
0.32%
premium
5 Buy
2 Hold
1 Sell
Moderate Buy
premium
$372.71B
-25.62%
OPRA
Opera
$18.81
$0.32
(1.73%)
Pre
0.05%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.33B
64.94%
NFLY
NFLY
< ETF >
YieldMax NFLX Option Income Strategy ETF
$18.95
$0.04
(0.21%)
Pre
0%
premium
premium
$103.51M
-1.41%
O
Realty Income
$54.32
$0.26
(0.48%)
Pre
0.31%
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.54B
-2.03%
KSPI
Kaspi.kz JSC Sponsored ADR RegS
$97.79
$1.01
(1.04%)
Pre
1.94%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$19.06B
6.93%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$14.01
$0.35
(2.56%)
Pre
0.36%
premium
premium
$1.12B
-33.50%
YMAG
YMAG
< ETF >
YieldMax Magnificent 7 Fund of Option Income ETFs
$18.55
$0.21
(1.14%)
Pre
0.49%
premium
premium
$363.95M
-5.90%
PANW
Palo Alto Networks
$187.42
$2
(1.08%)
Pre
0.84%
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$122.99B
7.21%
STLA
Stellantis
$13.52
$0.16
(1.2%)
Pre
0.3%
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$40.14B
-38.91%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$39.88
$0.258
(0.65%)
Pre
0.65%
premium
premium
$761.26M
-14.28%
EVVTY
Evolution Gaming Group AB
$75.13
$5.25
(6.53%)
premium
premium
$15.79B
-32.39%