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:
40.67%
Gain -3.57%
Monthly
0.76%
Yearly
9.55%
Drawdown
29.01%
$133.1M
Equity
Holdings
$133.1M
Investment
$126.09M
$21.36M
Profit -$4.89M
Realized
$14.35M
Unrealized
$7.01M
Dividends
$6.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.57%
Profit
-$4.89M
Win %
69%
This Week
Compared To Last Week
Gain
-2.52%
Profit
-$3.43M
Win %
69%
This Month
Compared to last month
Gain
-4.35%
Profit
-$6.05M
Win %
69%
This Year
Compared to last year
Gain
5.13%
Profit
$6.5M
Win %
65%
CRCL Circle Internet Group, Inc.
+7.82%
+$40,114.28 
BULL Webull Corporation
+6.09%
+$12,663.2 
BMNR Bitmine Immersion Technologies, Inc.
+5.29%
+$92,363.23 
SOLZ Solana ETF
+3.05%
+$2,462.61 
ETHA iShares Ethereum Trust
+2.8%
+$79,855.38 
MSTR Strategy Inc.
+2.78%
+$32,452.68 
AMD Advanced Micro Devices, Inc.
+2.72%
+$82,504.78 
AVGO Broadcom Inc.
+2.33%
+$13,831.35 
JEDI Defiance Drone & Modern Warfare ETF
+1.92%
+$6,827.64 
MSFT Microsoft Corp.
+1.88%
+$74,691.29 
COIN Coinbase Global, Inc.
+1.69%
+$44,852.92 
GOOG Alphabet Inc
+1.68%
+$36,504.23 
NOW ServiceNow, Inc.
+1.67%
+$6,904.08 
GOOGL Alphabet Inc
+1.58%
+$10,072.35 
IBIT iShares Bitcoin Trust
+1.47%
+$55,746.46 
ARKW ARK Next Generation Internet ETF
+1.29%
+$34,689.48 
AMZN Amazon.com Inc
+0.94%
+$19,949.46 
IVES Amplify Bloomberg AI Value Chain ETF
+0.88%
+$6,569.6 
META Meta Platforms Inc Class A
+0.43%
+$17,293.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.36%
+$22,733.76 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$19,805.38 
QQQM Invesco NASDAQ 100 ETF
+0.3%
+$8,169.14 
CDNS Cadence Design Systems, Inc.
+0.26%
+$10,214.45 
JGRO JPMorgan Active Growth ETF
+0.2%
+$2,902.06 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.2%
+$3,479.78 
PTNQ Pacer Trendpilot 100 ETF
+0.16%
+$6,873.92 
MAGS Roundhill Magnificent Seven Fund
+0.15%
+$1,540.5 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
+0.1%
+$1,230.6 
NVDA NVIDIA Corporation
+0.08%
+$3,774.22 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.04%
+$120.93 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,498.06 
JOYT JPMorgan Equity and Options Total Return ETF
+0.01%
+$222.79 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$47.47 
CAVA Cava Group Inc.
-7.13%
-$61,802.17 
ORCL Oracle Corporation
-3.22%
-$15,232.35 
TSLA Tesla, Inc.
-2.59%
-$457,552.2 
ITB iShares U.S. Home Construction ETF
-2.03%
-$5,140.08 
WRD WeRide Inc. American Depositary Receipt
-1.59%
-$5,935.69 
AAPL Apple Inc.
-1.42%
-$59,406.29 
QDF FlexShares Quality Dividend Index Fund
-0.48%
-$1,444.64 
XLF Financial Select Sector SPDR Fund
-0.48%
-$1,733.91 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.39%
-$3,084.11 
UBER Uber Technologies, Inc.
-0.32%
-$1,320.43 
JEPI JPMorgan Equity Premium Income Fund
-0.28%
-$10,456.64 
JBND JPMorgan Active Bond ETF
-0.23%
-$960.38 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.18%
-$4,991.7 
GLD SPDR Gold Shares
-0.08%
-$1,371.3 
HOOD Robinhood Markets, Inc.
-0.08%
-$696.08 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$5,550.63 
PTLC Pacer Trendpilot US Large Cap ETF
-0.08%
-$3,317.31 
VOO Vanguard S&P 500 ETF
-0.06%
-$2,707.72 
IVV iShares Core S&P 500 ETF
-0.04%
-$99.76 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$391.95 Events
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Dividends
Dividend Analysis
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| Trades 709 | Longs Won 316/709 44% | Profit Factor 1.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,775.32 |
| Average Win $188,629.13 | Best Trade (Jul 19) $5.15M | Sharpe Ratio -9.32 |
| Average Loss -$97,316.93 | Worst Trade (Jul 24) -$2.69M | Z-Score -7.36 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $30,128.7 |
| 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% | 0.12% |
| Consecutive Losing Trades | 1,368 | 1,231 | 1,094 | 958 | 821 | 684 | 547 | 410 | 274 | 137 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $6.08M, Tesla, Inc - $4.51M, NVIDIA Corporation - $4.28M, JPMorgan Nasdaq Equity Premium Income ETF - $2.56M, and SPDR S&P 500 ETF Trust - $2.44M. 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: Meta Platforms Inc Class A - $1.84M, Salesforce Inc - $1.2M, Advanced Micro Devices, Inc - $1.19M, Webull Corporation - $1.13M, and Strategy Inc - $1M. 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 $6.42M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $1.95M, JPMorgan Equity Premium Income Fund - $1.67M, JPMorgan Ultra-Short Income ETF - $592,759.68, SPDR S&P 500 ETF Trust - $348,393.55, and Pacer Trendpilot 100 ETF - $125,441.44. 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.
