Joel Chinn Portfolio
Invests via Qalhat Capital Ltd. | Managed by Joel Chinn
Invests via Qalhat Capital Ltd.
Managed by Joel Chinn
Automatically Tracked
Joel Chinn Profile
Joel Chinn is a seasoned entrepreneur and investor with extensive experience in scaling technology ventures. His career has been marked by his ability to identify disruptive opportunities within the tech landscape, successfully guiding multiple startups through growth phases and capital raises. With a focus on innovation-driven markets, he combines operational expertise with strategic insight, leveraging his network to enhance business value. Joel's leadership has established him as a pivotal figure in connecting emerging technologies with investment potential, making significant contributions to entrepreneurial ecosystems.
Joel Chinn is a seasoned entrepreneur and investor with extensive experience in scaling technology ventures. His career has been marked by his ability to identify disruptive opportunities within the tech landscape, successfully guiding multiple startups through growth phases and capital raises. With a focus on innovation-driven markets, he combines operational expertise with strategic insight, leveraging his network to enhance business value. Joel's leadership has established him as a pivotal figure in connecting emerging technologies with investment potential, making significant contributions to entrepreneurial ecosystems.
Investment Philosophy & Strategy
Opportunity recognition plays a crucial role in Joel Chinn's investment philosophy. His entrepreneurial journey is characterized by an acute awareness of the technology sector's disruptive potential, enabling him to capitalize on early-stage ventures that drive innovation. By marrying operational knowledge with keen strategic foresight, he actively seeks out unique market dynamics where value can be unlocked. Emphasizing growth and scalability, his decisions are informed by real-world implications rather than purely financial metrics. The focus remains steadfast on fostering synergies between emerging technologies and robust business models while navigating competitive landscapes effectively.
Opportunity recognition plays a crucial role in Joel Chinn's investment philosophy. His entrepreneurial journey is characterized by an acute awareness of the technology sector's disruptive potential, enabling him to capitalize on early-stage ventures that drive innovation. By marrying operational knowledge with keen strategic foresight, he actively seeks out unique market dynamics where value can be unlocked. Emphasizing growth and scalability, his decisions are informed by real-world implications rather than purely financial metrics. The focus remains steadfast on fostering synergies between emerging technologies and robust business models while navigating competitive landscapes effectively.
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:
45.28%
Gain -0.16%
Monthly
0.66%
Yearly
8.28%
Drawdown
26.12%
$0
Equity
Holdings
$0
Investment
$0
$91.07M
Profit -$626,492.68
Realized
$91.07M
Unrealized
$0
Dividends
$12.36M
Goals
Avg. 70.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$626,492.68
Win %
100%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$626,492.68
Win %
100%
This Month
Compared to last month
Gain
0.32%
Profit
$403,503.76
Win %
100%
This Year
Compared to last year
Gain
2.04%
Profit
$2.54M
Win %
100%
IVV iShares Core S&P 500 ETF
+$36.71M
ACWI iShares MSCI ACWI ETF
+$34.35M
IWF iShares Russell 1000 Growth ETF
+$18.42M
SPY SPDR S&P 500 ETF Trust
+$16.62M
NFLX Netflix, Inc.
+$1.9M
RH RH
+$582,539.04
PDD PDD Holdings Inc. American Depositary Shares
+$91,258.16
YSG Yatsen Holding Ltd.
+$63,462.3
TEVA Teva Pharmaceutical Industries Ltd. ADR
+$62,700
VIPS Vipshop Holdings Ltd - ADR
+$5,728.75
ATH
ATH
$0
ONTF ON24, Inc.
$0
Events
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Dividends
Dividend Analysis
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| Trades 47 | Longs Won 27/47 57% | Profit Factor 7.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.33M |
| Average Win $3.78M | Best Trade (Sep 29) $18.76M | Sharpe Ratio -11.86 |
| Average Loss -$675,853.14 | Worst Trade (Dec 31) -$5.14M | Z-Score -1.96 (97.76%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $1.94M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
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Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Joel Chinn?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $36.71M, iShares MSCI ACWI ETF - $34.35M, iShares Russell 1000 Growth ETF - $18.42M, SPDR S&P 500 ETF Trust - $16.62M, and Netflix, Inc - $1.9M. 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: Apollo Global Management, Inc - $2.35M, Affirm Holdings, Inc - $1.53M, 3D Systems Corporation - $1.12M, PayPal Holdings Inc - $1.12M, and Grab Holdings Limited - $948,518.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joel Chinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.36M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $6.74M, iShares MSCI ACWI ETF - $3.05M, SPDR S&P 500 ETF Trust - $1.93M, iShares Russell 1000 Growth ETF - $395,875.55, and Apollo Global Management, Inc - $197,706. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joel Chinn's monthly returns?
Joel Chinn'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 Joel Chinn's strategy be considered aggressive or moderate?
It is difficult to clearly classify Joel Chinn's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Joel Chinn's strategy?
It is difficult to determine whether Joel Chinn's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
