Chen - New Portfolio

Chen
Individual Investor
Ranked #27,417 out of 753,381 TipRanks' Investors
Success Rate
79%
66 out of 84
profitable transactions
Average Return
18.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.77% QYLD
15.08% OXLC
10.76% NVDA
8.55% META
8.19% PDI
40.65% Others
By Assets
72.27% Stocks
27.60% ETFs
0.13% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
30.46% General
23.26% Financial
20.69% Technology
12.75% Communication Services
4.79% Real Estate
8.05% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
7bj88ur
7bj88ur
7bj88ur
premium
7bj88ur
premium
7bj88ur
7bj88ur
7bj88ur
qfz28nvdh
qfz28nvdh
qfz28nvdh
premium
qfz28nvdh
premium
qfz28nvdh
qfz28nvdh
qfz28nvdh
rsx9j1ya2f
rsx9j1ya2f
rsx9j1ya2f
premium
rsx9j1ya2f
premium
rsx9j1ya2f
rsx9j1ya2f
rsx9j1ya2f
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ov92xv7cj8s
ov92xv7cj8s
premium
ov92xv7cj8s
premium
ov92xv7cj8s
ov92xv7cj8s
ov92xv7cj8s
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49902x5aj
49902x5aj
premium
49902x5aj
premium
49902x5aj
49902x5aj
49902x5aj
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mf3232fur6
premium
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premium
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premium
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premium
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8tf11gj
8tf11gj
premium
8tf11gj
premium
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8tf11gj
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xyehld79uio
premium
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premium
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xyehld79uio
xyehld79uio
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gkj45hkp9i
gkj45hkp9i
premium
gkj45hkp9i
premium
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QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.85
$0.12
(0.68%)
premium
1K Buy
593 Hold
56 Sell
Moderate Buy
premium
$8.20B
3.60%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
META
Meta Platforms
$528.00
$3.93
(0.74%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.34T
84.13%
MPW
Medical Properties
$4.51
$0.03
(0.66%)
premium
0 Buy
6 Hold
0 Sell
Hold
premium
$2.71B
-36.39%
OXLC
Oxford Lane Capital
$5.31
$0.03
(0.57%)
premium
premium
5.15%
INVZ
Innoviz Technologies
$0.70
<$0.001
(0.09%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$116.80M
-66.27%
PDI
PIMCO Dynamic
$19.05
$0.05
(0.26%)
premium
premium
4.04%
HESM
Hess Midstream Partners
$37.10
$0.49
(1.34%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$8.19B
28.42%
MCD
McDonald's
$289.52
$0.31
(0.11%)
premium
17 Buy
7 Hold
0 Sell
Moderate Buy
premium
$207.69B
2.54%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$25.71
$0.72
(2.88%)
premium
premium
$1.00B
7.21%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$19.03
$0.05
(0.26%)
premium
premium
$96.91M
2.48%
NVO
Novo Nordisk
$136.97
$0.09
(0.07%)
premium
7 Buy
1 Hold
1 Sell
Moderate Buy
premium
$606.73B
47.80%
OPRA
Opera
$16.18
$1.67
(11.51%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.43B
26.60%
NFLY
NFLY
< ETF >
YieldMax NFLX Option Income Strategy ETF
$16.79
$0.02
(0.12%)
premium
premium
$51.40M
-10.34%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
KSPI
Kaspi.kz JSC Sponsored ADR RegS
$127.58
$3.21
(2.58%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$25.13B
40.66%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$16.81
$0.81
(5.06%)
premium
premium
$676.32M
-18.12%
YMAG
YMAG
< ETF >
YieldMax Magnificent 7 Fund of Option Income ETFs
$19.16
$0.25
(1.32%)
premium
premium
$118.92M
-3.69%
PANW
Palo Alto Networks
$350.75
$1.27
(0.36%)
premium
31 Buy
4 Hold
0 Sell
Strong Buy
premium
$113.57B
54.21%
STLA
Stellantis
$16.80
$0.5
(3.07%)
premium
12 Buy
6 Hold
2 Sell
Moderate Buy
premium
$49.73B
-5.93%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.82
$0.59
(1.4%)
premium
premium
$247.71M
-7.80%