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Chen - New Portfolio

Chen
Individual Investor
Ranked #37,159 out of 769,291 TipRanks' Investors
Success Rate
75%
70 out of 94
profitable transactions
Average Return
22.21%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.99% QYLD
13.92% OXLC
11.10% NVDA
8.52% META
7.79% PDI
42.68% Others
By Assets
70.44% Stocks
29.44% ETFs
0.12% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
31.63% General
23.59% Financial
20.56% Technology
13.41% Communication Services
3.99% Consumer Cyclical
6.82% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
71v2wppbui
71v2wppbui
71v2wppbui
premium
71v2wppbui
premium
71v2wppbui
71v2wppbui
71v2wppbui
6s25pqa
6s25pqa
6s25pqa
premium
6s25pqa
premium
6s25pqa
6s25pqa
6s25pqa
r548gtf
r548gtf
r548gtf
premium
r548gtf
premium
r548gtf
r548gtf
r548gtf
bh89xw3vnd5
bh89xw3vnd5
bh89xw3vnd5
premium
bh89xw3vnd5
premium
bh89xw3vnd5
bh89xw3vnd5
bh89xw3vnd5
9gd7eh3quk
9gd7eh3quk
9gd7eh3quk
premium
9gd7eh3quk
premium
9gd7eh3quk
9gd7eh3quk
9gd7eh3quk
3cimy1qxe
3cimy1qxe
3cimy1qxe
premium
3cimy1qxe
premium
3cimy1qxe
3cimy1qxe
3cimy1qxe
3nvf04flke
3nvf04flke
3nvf04flke
premium
3nvf04flke
premium
3nvf04flke
3nvf04flke
3nvf04flke
o7avs8s1w5f
o7avs8s1w5f
o7avs8s1w5f
premium
o7avs8s1w5f
premium
o7avs8s1w5f
o7avs8s1w5f
o7avs8s1w5f
s3uh0mv
s3uh0mv
s3uh0mv
premium
s3uh0mv
premium
s3uh0mv
s3uh0mv
s3uh0mv
l75c6943e5e
l75c6943e5e
l75c6943e5e
premium
l75c6943e5e
premium
l75c6943e5e
l75c6943e5e
l75c6943e5e
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QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.10
$0.03
(0.17%)
premium
1K Buy
624 Hold
72 Sell
Moderate Buy
premium
$8.28B
5.94%
MSFT
Microsoft
$414.73
$1.86
(0.45%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
NVDA
Nvidia
$142.05
$4.62
(3.15%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
META
Meta Platforms
$559.83
$3.26
(0.58%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
64.89%
OXLC
Oxford Lane Capital
$5.21
$0.005
(0.1%)
premium
premium
5.03%
INVZ
Innoviz Technologies
$0.54
$0.007
(1.42%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$89.40M
-72.76%
PDI
PIMCO Dynamic
$19.27
$0.08
(0.42%)
premium
premium
9.10%
HESM
Hess Midstream Partners
$37.02
$0.2
(0.54%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$8.03B
12.90%
MCD
McDonald's
$289.96
$1.49
(0.52%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$206.72B
2.32%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$25.68
$0.72
(2.73%)
premium
premium
$1.37B
15.93%
PYPL
PayPal Holdings
$86.17
$1.35
(1.59%)
premium
13 Buy
16 Hold
0 Sell
Moderate Buy
premium
$85.04B
50.55%
FBY
FBY
< ETF >
YieldMax META Option Income Strategy ETF
$18.60
$0.11
(0.59%)
premium
premium
$134.57M
-12.57%
NVO
Novo Nordisk
$105.81
$3.175
(3.09%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$449.35B
-0.61%
OPRA
Opera
$19.98
$0.68
(3.52%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.71B
58.85%
NFLY
NFLY
< ETF >
YieldMax NFLX Option Income Strategy ETF
$19.20
$0.07
(0.37%)
premium
premium
$69.07M
1.07%
O
Realty Income
$57.61
$0.22
(0.38%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.23B
7.65%
KSPI
Kaspi.kz JSC Sponsored ADR RegS
$103.90
$0.07
(0.07%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$21.21B
8.16%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$16.61
$0.62
(3.88%)
premium
premium
$1.04B
-29.19%
YMAG
YMAG
< ETF >
YieldMax Magnificent 7 Fund of Option Income ETFs
$19.31
$0.02
(0.1%)
premium
premium
$235.75M
-1.88%
PANW
Palo Alto Networks
$379.06
$18.64
(4.69%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$130.15B
49.31%
STLA
Stellantis
$13.14
$0.29
(2.26%)
premium
7 Buy
11 Hold
2 Sell
Hold
premium
$37.78B
-36.20%
QDTE
QDTE
< ETF >
Roundhill N-100 0DTE Covered Call Strategy ETF
$42.55
$0.07
(0.16%)
premium
premium
$553.55M
-8.51%