Yanjuan Huang Portfolio

Invests via Vienna Asset Management LLC | Managed by Yanjuan Huang

Invests via Vienna Asset Management LLC

Managed by Yanjuan Huang

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Tracking: 0 Updated: Jun 12 at 08:09 PM

Yanjuan Huang Profile

Yanjuan Huang is an accomplished operating executive with a focus on the integration of advanced technologies within consumer sectors. Her experience spans over a decade in leading innovative product development and driving market expansion initiatives at notable enterprises. With a keen eye for identifying trends, she has played pivotal roles in launching groundbreaking solutions that elevate user engagement and enhance brand loyalty. Huang's leadership is marked by her ability to foster cross-functional teams that drive operational excellence while navigating complex competitive landscapes. As an advocate for leveraging technology to meet evolving consumer needs, she remains influential in shaping strategies that resonate within rapidly changing markets.

Investment Philosophy & Strategy

Growth potential in technology-driven consumer sectors is abundant, and Yanjuan Huang excels at harnessing this potential. Her extensive background as an operating executive enables her to blend product innovation with strategic market insights effectively. By emphasizing a customer-centric approach, she identifies transformative trends that align new technologies with user engagement. This expertise not only drives revenue but also establishes lasting brand loyalty within highly competitive environments. Committed to operational efficiency and team collaboration, Huang fosters a culture of innovation that adapts quickly to market shifts, ensuring sustainable growth and advancement across diverse initiatives.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

28.78%

Gain +0.46%

Monthly

0.32%

Yearly

3.86%

Drawdown

22.98%

$172.7M

Equity

Holdings

$172.7M

Investment

$150.73M

$36.89M

Profit +$893,687.85

Realized

$14.92M

Unrealized

$21.97M

Dividends

$6.41M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.46%

Profit

$893,687.85

Win %

68%

This Week

Compared To Last Week

Gain

-3.15%

Profit

-$5.62M

Win %

68%

This Month

Compared to last month

Gain

-4.15%

Profit

-$7.48M

Win %

68%

This Year

Compared to last year

Gain

-0.45%

Profit

-$776,384.08

Win %

68%

Gainers
Losers

AMD Advanced Micro Devices, Inc.

+4.75%

+$273,586.83

CAVA Cava Group Inc.

+3.1%

+$99,105.8

JPM JPMorgan Chase & Co.

+2.3%

+$5,508.87

TSLA Tesla, Inc.

+1.88%

+$398,958.83

GRNY Fundstrat Granny Shots US Large Cap ETF

+1.15%

+$70,377.13

JTEK JPMorgan U.S. Tech Leaders ETF

+0.77%

+$27,592.74

QDF FlexShares Quality Dividend Index Fund

+0.74%

+$2,138.5

GPIQ Nasdaq 100 Core Premium Income ETF

+0.71%

+$1,769.15

BRK-B Berkshire Hathaway Inc.

+0.69%

+$55,007.16

QQQM Invesco NASDAQ 100 ETF

+0.68%

+$17,681.15

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$48,361.6

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

+0.62%

+$40,686.68

PTNQ Pacer Trendpilot 100 ETF

+0.58%

+$29,013.78

IVV iShares Core S&P 500 ETF

+0.58%

+$1,474.9

VOO Vanguard S&P 500 ETF

+0.58%

+$21,174.95

STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock

+0.58%

+$7,809.27

SPY SPDR S&P 500 ETF Trust

+0.57%

+$51,115.2

GOOGL Alphabet Inc

+0.56%

+$14,828.07

GPIX S&P 500 Core Premium Income Fund

+0.55%

+$1,182.6

PTLC Pacer Trendpilot US Large Cap ETF

+0.52%

+$25,300.2

JPEF JPMorgan Equity Focus ETF

+0.47%

+$2,083.47

JEPI JPMorgan Equity Premium Income Fund

+0.47%

+$14,642.68

GOOG Alphabet Inc

+0.46%

+$10,655.08

JOYT JPMorgan Equity and Options Total Return ETF

+0.42%

+$5,889.77

CDNS Cadence Design Systems, Inc.

+0.31%

+$14,180.18

JGRO JPMorgan Active Growth ETF

+0.25%

+$3,080.38

NVDA NVIDIA Corporation

+0.18%

+$13,831.34

MSFT Microsoft Corp.

+0.13%

+$2,944.24

HELO JPMorgan Hedged Equity Laddered Overlay ETF

+0.13%

+$409.44

GLD SPDR Gold Shares

+0.06%

+$1,812.78

ORCL Oracle Corporation

+0.05%

+$757.36

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$1,361.4

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$2,130.75

BULL

CRCL Circle Internet Group, Inc.

-5.84%

-$68,194.77

BMNR Bitmine Immersion Technologies, Inc.

-2.6%

-$77,785.71

WRD WeRide Inc. American Depositary Receipt

-1.91%

-$9,897.72

AAPL Apple Inc.

-1.52%

-$63,558

AMZN Amazon.com Inc

-1.21%

-$37,251.89

UBER Uber Technologies, Inc.

-1.12%

-$8,732.88

ETHA iShares Ethereum Trust

-1.02%

-$40,337.96

AVGO Broadcom Inc.

-0.94%

-$8,206.56

NOW ServiceNow, Inc.

-0.84%

-$11,653.68

ITB iShares U.S. Home Construction ETF

-0.7%

-$4,940.2

ARKG ARK Genomic Revolution ETF

-0.46%

-$1,550

COIN Coinbase Global, Inc.

-0.41%

-$14,418.95

MRVL Marvell Technology, Inc.

-0.34%

-$5,317.38

SOLZ Solana ETF

-0.29%

-$202.81

META Meta Platforms Inc Class A

-0.23%

-$12,855.6

ICLO Invesco AAA CLO Floating Rate Note ETF

-0.2%

-$1,810.7

NVO Novo Nordisk A/S Sponsored ADR

-0.16%

-$1,145.2

MAGS Roundhill Magnificent Seven Fund

-0.09%

-$1,557.78

JBND JPMorgan Active Bond ETF

-0.08%

-$623.75

IBIT iShares Bitcoin Trust

-0.06%

-$2,700.84

APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053

-0.04%

-$21.73

Events

Dividends

Dividend Analysis

No Data

Trades 658	Longs Won 290/658 44%	Profit Factor 2.1
Profitability	Shorts Won 0/0 0%	Standard Deviation $477,913.75
Average Win $243,318.01	Best Trade (Jun 12) $7.22M	Sharpe Ratio -9.53
Average Loss -$91,495.69	Worst Trade (Jun 11) -$2.32M	Z-Score -7.11 (100%)
Commissions $0	Avg. Trade Length 10m 2w 5d	Expectancy $56,066.58

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	0.01%
Consecutive Losing Trades	1,887	1,698	1,509	1,321	1,132	943	755	566	377	189