YH
Yanjuan Huang Portfolio
Invests via Vienna Asset Management LLC | Managed by Yanjuan Huang
Invests via Vienna Asset Management LLC
Managed by Yanjuan Huang
Automatically Tracked
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.
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.
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:
51.5%
Gain -0.53%
Monthly
0.82%
Yearly
10.31%
Drawdown
28.88%
$144.34M
Equity
Holdings
$144.34M
Investment
$129.26M
$28.82M
Profit -$653,130.32
Realized
$13.74M
Unrealized
$15.08M
Dividends
$6.6M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$653,130.32
Win %
67%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$403,220.27
Win %
67%
This Month
Compared to last month
Gain
1.4%
Profit
$2M
Win %
67%
This Year
Compared to last year
Gain
3.05%
Profit
$4.27M
Win %
64%
AMD Advanced Micro Devices, Inc.
+6.5%
+$67,278.72 
CAVA Cava Group Inc.
+3.1%
+$16,089.92 
MU Micron Technology, Inc.
+2.3%
+$6,658.13 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$1,218.8 
DRAM Roundhill Memory ETF
+0.69%
+$2,769 
TSLA Tesla, Inc.
+0.68%
+$114,606.03 
GLD SPDR Gold Shares
+0.63%
+$5,659.96 
EWY iShares MSCI South Korea ETF
+0.63%
+$4,316.52 
SPMO Invesco S&P 500 Momentum ETF
+0.39%
+$1,839.03 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.36%
+$2,411.02 
CDNS Cadence Design Systems, Inc.
+0.32%
+$10,833.06 
IWN iShares Russell 2000 Value ETF
+0.29%
+$1,931.79 
AAPL Apple Inc.
+0.22%
+$9,169.62 
EWC iShares MSCI Canada ETF
+0.21%
+$700.97 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$9,486.4 
JEPI JPMorgan Equity Premium Income Fund
+0.17%
+$9,113 
JOYT JPMorgan Equity and Options Total Return ETF
+0.14%
+$2,438.99 
UBER Uber Technologies, Inc.
+0.09%
+$448.63 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$1,353.38 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$560.33 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$870.42 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLXR TCW Flexible Income ETF
0%
$0 EVMO
EVMO
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$130,879.04 
CRCL Circle Internet Group, Inc.
-5.01%
-$72,050.58 
MSTR Strategy Inc.
-4.18%
-$17,567.61 
HOOD Robinhood Markets, Inc.
-3.83%
-$33,969.96 
ORCL Oracle Corporation
-3.65%
-$26,938.2 
COIN Coinbase Global, Inc.
-3.53%
-$113,296.74 
NOW ServiceNow, Inc.
-2.55%
-$11,605.75 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$10,757.99 
WRD WeRide Inc. American Depositary Receipt
-1.68%
-$5,048.1 
CSCO Cisco Systems, Inc.
-1.58%
-$4,240.51 
SOLZ Solana ETF
-1.51%
-$1,231.88 
IBM International Business Machines Corporation
-1.19%
-$9,176.25 
BMNR Bitmine Immersion Technologies, Inc.
-1.15%
-$20,868.96 
ARKW ARK Next Generation Internet ETF
-1.11%
-$13,502.07 
AMZN Amazon.com Inc
-0.94%
-$11,745.33 
META Meta Platforms Inc Class A
-0.86%
-$36,321.21 
ITB iShares U.S. Home Construction ETF
-0.75%
-$1,494.75 
IBIT iShares Bitcoin Trust
-0.7%
-$21,033.75 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$1,460.46 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$42,983.8 
EWT iShares MSCI Taiwan ETF
-0.4%
-$1,357.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$904.38 
ETHA iShares Ethereum Trust
-0.35%
-$9,022.6 
MAGS Roundhill Magnificent Seven Fund
-0.34%
-$7,446.25 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.32%
-$5,870.52 
QDF FlexShares Quality Dividend Index Fund
-0.3%
-$921.2 
MSFT Microsoft Corp.
-0.3%
-$22,722.59 
JBND JPMorgan Active Bond ETF
-0.28%
-$2,271.6 
PTLC Pacer Trendpilot US Large Cap ETF
-0.2%
-$7,515.84 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$12,479.92 
VOO Vanguard S&P 500 ETF
-0.19%
-$6,653.2 
IVV iShares Core S&P 500 ETF
-0.18%
-$4,068.33 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,130.2 
PTNQ Pacer Trendpilot 100 ETF
-0.17%
-$6,276.08 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$9,673 
GOOGL Alphabet Inc
-0.13%
-$1,496.84 
QQQM Invesco NASDAQ 100 ETF
-0.13%
-$3,579.51 
ACWI iShares MSCI ACWI ETF
-0.12%
-$372.23 
GOOG Alphabet Inc
-0.12%
-$2,148.35 
GPIX S&P 500 Core Premium Income Fund
-0.11%
-$255.42 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.1%
-$353.52 
INCM Franklin Income Focus ETF
-0.1%
-$1,153.74 
MRVL Marvell Technology, Inc.
-0.07%
-$260.78 
NVDA NVIDIA Corporation
-0.06%
-$4,221.28 
EFA iShares MSCI EAFE ETF
-0.05%
-$140.35 Events
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Dividends
Dividend Analysis
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No Data
| Trades 777 | Longs Won 419/777 53% | Profit Factor 1.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,418.43 |
| Average Win $169,991.03 | Best Trade (Sep 03) $5.17M | Sharpe Ratio -8.97 |
| Average Loss -$118,458.09 | Worst Trade (Mar 31) -$2.29M | Z-Score -6.76 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $37,089.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 1,218 | 1,096 | 974 | 853 | 731 | 609 | 487 | 365 | 244 | 122 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,686 | $2.6M | $4.19M | - | $1.59M | 61.06% | +0.219% |
| ACWI iShares MSCI ACWI ETF | 1,959 | $307,504.23 | $317,926.09 | - | $10,421.86 | 3.39% | -0.117% |
| AMD Advanced Micro Devices, Inc. | 2,144 | $258,973.76 | $1.1M | - | $843,878.42 | 325.85% | +6.497% |
| AMZN Amazon.com Inc | 4,736 | $887,485.35 | $1.24M | - | $356,425 | 40.16% | -0.935% |
| APP AppLovin Corporation Class A Common Stock | 440 | $226,701.19 | $138,793.6 | - | -$87,907.59 | -38.78% | +0.886% |
| ARKW ARK Next Generation Internet ETF | 7,896 | $952,336.56 | $1.2M | - | $250,619.12 | 26.32% | -1.11% |
| AVGO Broadcom Inc. | 5,271 | $1.94M | $2.07M | - | $130,938.34 | 6.75% | -5.943% |
| BMNR Bitmine Immersion Technologies, Inc. | 99,376 | $2.7M | $1.8M | - | -$901,340.32 | -33.41% | -1.148% |
| BRK-B Berkshire Hathaway Inc. | 14,822 | $6.66M | $7.47M | - | $810,037.43 | 12.16% | -0.572% |
| CAVA Cava Group Inc. | 7,183 | $424,275.83 | $534,558.86 | - | $110,283.03 | 25.99% | +3.103% |
| CDNS Cadence Design Systems, Inc. | 10,317 | $2.96M | $3.35M | - | $395,582.35 | 13.38% | +0.324% |
| COIN Coinbase Global, Inc. | 20,865 | $5.63M | $3.1M | - | -$2.53M | -44.96% | -3.528% |
| CRCL Circle Internet Group, Inc. | 19,061 | $1.79M | $1.36M | - | -$422,268.78 | -23.63% | -5.015% |
| CSCO Cisco Systems, Inc. | 2,369 | $278,262.74 | $264,569.92 | - | -$13,692.82 | -4.92% | -1.578% |
| DRAM Roundhill Memory ETF | 7,100 | $524,335 | $406,972 | - | -$117,363 | -22.38% | +0.685% |
| EFA iShares MSCI EAFE ETF | 2,807 | $291,591.16 | $304,952.48 | - | $13,361.32 | 4.58% | -0.046% |
| ETHA iShares Ethereum Trust | 180,452 | $3.9M | $2.56M | - | -$1.34M | -34.35% | -0.351% |
| EVMO EVMO | 7,116 | $355.73 | $355.73 | - | - | - | 0.0 |
| EWC iShares MSCI Canada ETF | 5,392 | $310,794.88 | $335,544.16 | - | $24,749.28 | 7.96% | +0.209% |
| EWT iShares MSCI Taiwan ETF | 3,156 | $322,985.04 | $337,912.92 | - | $14,927.88 | 4.62% | -0.4% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Yanjuan Huang?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $6.3M, Tesla, Inc - $4.51M, NVIDIA Corporation - $4.28M, JPMorgan Nasdaq Equity Premium Income ETF - $2.72M, and SPDR S&P 500 ETF Trust - $2.72M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Strategy Inc - $2.8M, Meta Platforms Inc Class A - $1.84M, Webull Corporation - $1.42M, Salesforce Inc - $1.24M, and iShares Semiconductor ETF - $869,064.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yanjuan Huang's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.6M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.99M, JPMorgan Equity Premium Income Fund - $1.73M, JPMorgan Ultra-Short Income ETF - $573,797.53, SPDR S&P 500 ETF Trust - $353,913.82, and Pacer Trendpilot US Large Cap ETF - $131,293.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yanjuan Huang's monthly returns?
Yanjuan Huang's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Yanjuan Huang's strategy be considered aggressive or moderate?
Yanjuan Huang's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Yanjuan Huang's strategy?
Yanjuan Huang's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
