CW
Chung Wu Portfolio
Invests via Chung Wu Investment Group LLC | Managed by Chung Wu, Thomas Chen
Invests via Chung Wu Investment Group LLC
Managed by Chung Wu, Thomas Chen
Automatically Tracked
Growth-stage investor and operator with a background in technology and product strategy. Chung Wu combines operating experience leading product and engineering teams with venture investing in SaaS, fintech and infrastructure, focusing on scale, monetization and go-to-market execution. Known for board-level involvement, capital allocation discipline and sourcing early enterprise winners, often partnering with founders to drive commercialization and international expansion.
Growth-stage investor and operator with a background in technology and product strategy. Chung Wu combines operating experience leading product and engineering teams with venture investing in SaaS, fintech and infrastructure, focusing on scale, monetization and go-to-market execution. Known for board-level involvement, capital allocation discipline and sourcing early enterprise winners, often partnering with founders to drive commercialization and international expansion.
Investment Philosophy & Strategy
Growth-stage, operator-oriented investor prioritizing B2B software, fintech and infrastructure companies with clear paths to scale and monetization. Emphasizes product-market fit, repeatable go-to-market motions and capital-efficient unit economics. Leverages product and engineering experience for board-level partnership, active commercialization and international expansion support. Capital allocation is disciplined, favoring staged checks tied to execution milestones and measurable revenue and customer expansion metrics.
Growth-stage, operator-oriented investor prioritizing B2B software, fintech and infrastructure companies with clear paths to scale and monetization. Emphasizes product-market fit, repeatable go-to-market motions and capital-efficient unit economics. Leverages product and engineering experience for board-level partnership, active commercialization and international expansion support. Capital allocation is disciplined, favoring staged checks tied to execution milestones and measurable revenue and customer expansion metrics.
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:
27.05%
Gain -0.81%
Monthly
1.12%
Yearly
14.3%
Drawdown
19.85%
$143.76M
Equity
Holdings
$143.76M
Investment
$117.87M
$25.23M
Profit -$1.06M
Realized
-$659,803.84
Unrealized
$25.89M
Dividends
$5.55M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.06M
Win %
58%
This Week
Compared To Last Week
Gain
-3.46%
Profit
-$5.15M
Win %
58%
This Month
Compared to last month
Gain
-1.81%
Profit
-$2.65M
Win %
58%
This Year
Compared to last year
Gain
-5.01%
Profit
-$7.58M
Win %
60%
ALOY Blackboxstocks Inc.
+5.31%
+$71 
NOG Northern Oil and Gas Inc.
+3.96%
+$306 
HONA Honeywell Aerospace Inc.
+3.77%
+$8,880.51 
KMI Kinder Morgan, Inc.
+2.82%
+$10,637.5 
COP ConocoPhillips
+2.46%
+$522 
MSI Motorola Solutions, Inc.
+2.43%
+$554.5 
FANG Diamondback Energy Inc
+2.41%
+$472 
EOG EOG Resources, Inc.
+2.4%
+$15,364.68 
F Ford Motor Company
+2.4%
+$88.5 
LMT Lockheed Martin Corporation
+2.27%
+$969.6 
RTX RTX Corporation
+2.22%
+$4,399 
OKE ONEOK, Inc.
+1.86%
+$9,183.25 
TJX The TJX Companies, Inc.
+1.85%
+$1,822.4 
CVX Chevron Corporation
+1.85%
+$8,211.28 
NEM Newmont Corporation
+1.85%
+$856 
BUD Anheuser-Busch InBev S.A. ADR
+1.81%
+$441 
SO The Southern Company
+1.8%
+$966 
OXY Occidental Petroleum Corporation
+1.8%
+$54.5 
DUK Duke Energy Corporation
+1.64%
+$3,490.5 
LXEO Lexeo Therapeutics Inc.
+1.63%
+$45 
C Citigroup Inc.
+1.58%
+$7,800 
MGA Magna International Inc.
+1.51%
+$40.2 
KNTK Kinetik Holdings Inc.
+1.46%
+$811.2 
JPM JPMorgan Chase & Co.
+1.46%
+$75,487.08 
EPD Enterprise Products Partners L.P.
+1.43%
+$1,275 
GE General Electric Company
+1.43%
+$17,656.5 
AM Antero Midstream Corporation
+1.43%
+$35,026.5 
CNP CenterPoint Energy Inc.
+1.41%
+$448 
XOM Exxon Mobil Corporation
+1.38%
+$36,576.72 
KO The Coca-Cola Company
+1.37%
+$1,138.5 
ROK Rockwell Automation, Inc.
+1.32%
+$2,511 
ET Energy Transfer L.P.
+1.31%
+$8,601.06 
BHP BHP Group Ltd.
+1.28%
+$636 
STLD Steel Dynamics Inc.
+1.27%
+$9,930.63 
COST Costco Wholesale Corporation
+1.26%
+$4,312 
NEE NextEra Energy, Inc.
+1.25%
+$2,376 
ITRG Integra Resources Corp.
+1.25%
+$30 
XLU Utilities Select Sector SPDR Fund
+1.22%
+$66.3 
NXPI NXP Semiconductors N.V.
+1.22%
+$282 
VMO Invesco Municipal Opportunity Trust
+1.21%
+$315 
HWM Howmet Aerospace Inc.
+1.2%
+$4,488 
EXR Extra Space Storage Inc.
+1.19%
+$328 
HD The Home Depot, Inc.
+1.17%
+$11,227.13 
BLK BlackRock, Inc.
+1.15%
+$51.48 
MRK Merck & Co., Inc.
+1.11%
+$1,049.74 
RLI RLI Corp.
+1.11%
+$264 
ETR Entergy Corporation
+1.1%
+$5,361.42 
MPLX MPLX LP
+1.05%
+$5,100 
MQY BlackRock MuniYield Quality Fund, Inc.
+1.03%
+$735 
SLF Sun Life Financial Inc.
+1.02%
+$1,250.16 
PGR Progressive Corporation
+1.02%
+$152.95 
LOW Lowe's Companies Inc.
+1.02%
+$1,542.25 
AMTM Amentum Holdings, Inc.
+0.99%
+$141.36 
ITA iShares U.S. Aerospace & Defense ETF
+0.97%
+$1,949.7 
NFE New Fortress Energy Inc.
+0.96%
+$0.4 
VZ Verizon Communications Inc.
+0.96%
+$552.5 
ADI Analog Devices, Inc.
+0.95%
+$241.92 
HXL Hexcel Corporation
+0.94%
+$84 
CARR Carrier Global Corporation
+0.93%
+$153 
LLY Eli Lilly and Company
+0.92%
+$4,620 
AAPL Apple Inc.
+0.92%
+$60,296.32 
NAD Nuveen Quality Municipal Income Fund
+0.87%
+$846 
MHD BlackRock MuniHoldings Fund Inc.
+0.87%
+$168.39 
CQP Cheniere Energy Partners L.P.
+0.85%
+$530 
VIK Viking Holdings Ltd
+0.84%
+$5,569.5 
SJM The J.M. Smucker Company
+0.83%
+$156.75 
CCIF Carlyle Credit Income Fund
+0.82%
+$35.4 
SUN Sunoco L.P.
+0.81%
+$1,062 
AIR AAR Corp.
+0.8%
+$31.2 
PAA Plains All American Pipeline, L.P.
+0.78%
+$6,879.4 
MRSH Marsh & McLennan Companies, Inc.
+0.73%
+$69.36 
TDG TransDigm Group Inc.
+0.7%
+$395.5 
VKQ Invesco Municipal Trust
+0.68%
+$120 
CI The Cigna Group
+0.64%
+$770 
AFL Aflac Inc.
+0.64%
+$75 
VIXM ProShares VIX Mid-Term Futures ETF
+0.63%
+$24 
ABBV AbbVie Inc.
+0.6%
+$11,448.52 
V Visa Inc. Class A
+0.6%
+$10,392 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.6%
+$390 
ASML ASML Holding N.V. New York Registry Shares
+0.6%
+$2,970.02 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$927 
SPG Simon Property Group, Inc.
+0.57%
+$7,192 
WMT Walmart Inc.
+0.56%
+$1,818.11 
AMCR Amcor plc
+0.56%
+$49 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.52%
+$315 
MYI BlackRock MuniYield Quality Fund III, Inc.
+0.51%
+$500 
SCCO Southern Copper Corporation
+0.51%
+$3,108.79 
BAC Bank of America Corporation
+0.5%
+$2,067 
AXP American Express Company
+0.49%
+$309.54 
ALLY Ally Financial Inc.
+0.48%
+$4,435.2 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.47%
+$46.73 
PFE Pfizer Inc.
+0.44%
+$26 
FTAI FTAI Aviation Ltd.
+0.41%
+$1,414 
KDP Keurig Dr Pepper Inc.
+0.4%
+$81 
FLC Flaherty & Crumrine Total Return Fund Inc.
+0.39%
+$24 
SOLS Sollensys Corp
+0.35%
+$1,786.26 
GEV GE Vernova Inc.
+0.34%
+$7,622.61 
EWBC East West Bancorp Inc.
+0.33%
+$123 
VTV Vanguard Value ETF
+0.29%
+$578.5 
IEFA iShares Core MSCI EAFE ETF
+0.29%
+$196 
MCD McDonald's Corporation
+0.28%
+$41.4 
GPMT Granite Point Mortgage Trust Inc.
+0.28%
+$0.43 
TRV The Travelers Companies, Inc.
+0.28%
+$42.2 
NVDA NVIDIA Corporation
+0.18%
+$6,782.55 
NNN NNN REIT, Inc.
+0.17%
+$49 
STAG Stag Industrial Inc.
+0.17%
+$9 
BIP Brookfield Infrastructure Partners L.P.
+0.16%
+$18 
ABEV Ambev S.A.
+0.15%
+$30 
BA Boeing Company
+0.15%
+$458.85 
MS Morgan Stanley
+0.12%
+$2,003.1 
PVAL Putnam Focused Large Cap Value ETF
+0.1%
+$28.05 
EZU iShares MSCI Eurozone ETF
+0.09%
+$18 
GDXJ VanEck Junior Gold Miners ETF
+0.09%
+$577.6 
CVS CVS Health Corporation
+0.09%
+$16 
MA Mastercard Incorporated
+0.08%
+$1,058.29 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.06%
+$2.56 
IWD iShares Russell 1000 Value ETF
+0.05%
+$12 
EWH iShares MSCI Hong Kong ETF
+0.04%
+$15 
WPM Wheaton Precious Metals Corp.
+0.04%
+$135 
JEPI JPMorgan Equity Premium Income Fund
+0.03%
+$27.75 
SIRI Sirius XM Holdings Inc.
+0.02%
+$1 
CAT Caterpillar Inc.
+0.02%
+$62.39 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1.2 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VIR Vir Biotechnology Inc.
0%
$0 
NVDY YieldMax NVDA Option Income Strategy ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 FAX
FAX
0%
$0 AAOX
AAOX
0%
$0 
SMCX Defiance Daily Technology Sector 2x Long ETF
-17.21%
-$1,172.5 
MSTX Defiance Daily 2x Long Master Fund
-17.05%
-$592 
SNXX Tradr 2X Long SNDK Daily ETF
-9.69%
-$12,095 
WDCX Tradr 2X Long WDC Daily ETF
-9.41%
-$776 
APLD Applied Digital Corporation
-8.83%
-$900 
MSTR Strategy Inc.
-8.52%
-$386.55 
WYFI WhiteFiber, Inc.
-7.99%
-$1,247.52 
MUU Dx Daily Muni Bond Bull 2x Shares
-7.73%
-$446.25 
AMDL GraniteShares 2x Long AMD ETF
-6.95%
-$9,618 
AAOI Applied Optoelectronics, Inc.
-6.78%
-$72,931.2 
PLTR Palantir Technologies Inc.
-6.6%
-$1,322.5 
PVLA Pavella Therapeutics Inc.
-6.55%
-$9,174 
NVTS Navitas Semiconductor Corporation
-6.28%
-$348 
DYN Dyne Therapeutics Inc.
-6.28%
-$1,920 
RVMD Revolution Medicines Inc.
-5.73%
-$16,259.99 
HPE Hewlett Packard Enterprise Company
-5.46%
-$12,160 
OKLO Oklo Inc.
-5.3%
-$159 
NOW ServiceNow, Inc.
-5.28%
-$235.5 
VIAV Viavi Solutions Inc.
-5.21%
-$9,216 
QUBT Quantum Computing Inc.
-5.19%
-$142 
ASTS AST SpaceMobile, Inc.
-5.12%
-$11,329.5 
SNDK SanDisk Corporation
-4.73%
-$56,187.28 
TQQQ ProShares UltraPro QQQ
-4.63%
-$15,561 
DJT Trump Media & Technology Group Corp.
-4.59%
-$136 
IGV iShares Expanded Tech-Software Sector ETF
-4.58%
-$1,506 
SKYY First Trust Cloud Computing ETF
-4.57%
-$990.6 
ENVX Enovix Corporation
-4.48%
-$120 
HRZN Horizon Technology Finance Corporation
-4.47%
-$225.5 
RGTI Rigetti Computing Inc
-4.2%
-$185.5 
EQ Equillium, Inc.
-4.17%
-$907.5 
INTC Intel Corporation
-3.91%
-$1,492 
DRAM Roundhill Memory ETF
-3.89%
-$6,099.24 
TSMU GraniteShares 2x Long TSM ETF
-3.82%
-$11,661 
BE Bloom Energy Corporation
-3.79%
-$45,721.45 
TYRA Tyra Biosciences, Inc.
-3.73%
-$1,420.2 
SEPN Septarna Inc.
-3.66%
-$6,576 
LITE Lumentum Holdings Inc.
-3.58%
-$56,601.96 
MU Micron Technology, Inc.
-3.57%
-$338,281.3 
TRFK Pacer Data and Digital Revolution ETF
-3.52%
-$483 
AMD Advanced Micro Devices, Inc.
-3.4%
-$10,996.86 
SCO ProShares UltraShort Bloomberg Crude Oil
-3.35%
-$2,900 
FN Fabrinet
-3.34%
-$321.75 
XBI SPDR S&P Biotech ETF
-3.34%
-$16,500 
GLW Corning Incorporated
-3.14%
-$5,611.49 
EGHT 8x8 Inc.
-3.14%
-$130 
CLS Celestica Inc.
-3.1%
-$13,496.4 
AVGO Broadcom Inc.
-3.08%
-$7,419.99 
SOUN SoundHound AI Inc.
-3.07%
-$15 
APP AppLovin Corporation Class A Common Stock
-2.98%
-$3,324 
USD ProShares Ultra Semiconductors
-2.96%
-$35,062.8 
TSHA Taysha Gene Therapies Inc.
-2.95%
-$220 
IGPT Invesco AI and Next Gen Software ETF
-2.87%
-$3,323.2 
ONTO Onto Innovation Inc.
-2.84%
-$8,422.4 
TRVI Trevi Therapeutics Inc.
-2.77%
-$670 
MBLY Mobileye Global Inc.
-2.76%
-$41 
FSK FS KKR Capital Corp.
-2.75%
-$1,032.5 
FDN First Trust Dow Jones Internet Index Fund
-2.67%
-$784 
DELL Dell Technologies Inc.
-2.65%
-$11,295.01 
AMAT Applied Materials, Inc.
-2.6%
-$8,952.01 
JOBY Joby Aviation, Inc.
-2.6%
-$25 
METC Ramaco Resources, Inc.
-2.4%
-$20 
META Meta Platforms Inc Class A
-2.39%
-$11,113.18 
QTUM Defiance Quantum ETF
-2.33%
-$562.7 
SEI Solaris Energy Infrastructure Inc.
-2.23%
-$8,845 
XQQI NEOS Boosted Nasdaq-100 High Income ETF
-2.2%
-$8,841.24 
QQQU Direxion Daily Magnificent 7 Bull 2X Shares
-2.19%
-$279 
TSLW Tradr 1.5X Long Tesla Weekly ETF
-1.93%
-$9,174 
MSFT Microsoft Corp.
-1.92%
-$166,479.98 
XLK State Street Technology Select Sector SPDR ETF
-1.91%
-$1,140.76 
EWY iShares MSCI South Korea ETF
-1.88%
-$5,586 
ARE Alexandria Real Estate Equities, Inc.
-1.88%
-$39.75 
CCJ Cameco Corporation
-1.81%
-$2,416 
CSCO Cisco Systems, Inc.
-1.74%
-$1,782.87 
SPCX Space Exploration Technologies Corp. Class A
-1.72%
-$39,628.8 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-1.68%
-$120 
REMX VanEck Rare Earth and Strategic Metals ETF
-1.65%
-$1,508.8 
GOOGL Alphabet Inc
-1.64%
-$3,438 
EXPD Expeditors International of Washington, Inc.
-1.62%
-$372.36 
GOOG Alphabet Inc
-1.55%
-$11,053.8 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.55%
-$333.5 
CVNA Carvana Co.
-1.54%
-$140.25 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$13,242 
TTWO Take-Two Interactive Software, Inc.
-1.51%
-$6,310 
TSLA Tesla, Inc.
-1.5%
-$1,626 
NLR VanEck Uranium and Nuclear ETF
-1.46%
-$1,734.3 
UNH UnitedHealth Group Incorporated
-1.46%
-$31,654.39 
DX Dynex Capital Inc.
-1.39%
-$51.62 
QQQI Neos NASDAQ-100 High Income ETF
-1.38%
-$111,184.96 
HCA HCA Healthcare Inc.
-1.36%
-$444.85 
IHF iShares U.S. Healthcare Providers ETF
-1.28%
-$380 
VUG Vanguard Growth ETF
-1.27%
-$2,486.94 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.26%
-$39,169.65 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.24%
-$204.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.23%
-$11,407.07 
IWM iShares Russell 2000 ETF
-1.17%
-$613.7 
EEM iShares MSCI Emerging Markets ETF
-1.15%
-$3,211.95 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.12%
-$123 
SSO ProShares Ultra S&P500
-1.09%
-$2,340.8 
SRRK Scholar Rock Holding Corporation
-1.08%
-$1,540 
HTGC Hercules Capital Inc.
-1.05%
-$2,271.15 
IEMG iShares Core MSCI Emerging Markets ETF
-1.05%
-$328 
VERU Veru Inc.
-1.02%
-$25 
ZIM ZIM Integrated Shipping Services Ltd.
-1.02%
-$450 
SPUU Direxion Daily S&P 500 Bull 2X Shares
-1.01%
-$7,786 
QCOM QUALCOMM Incorporated
-1.01%
-$179.5 
AZN AstraZeneca PLC American Depositary Shares
-1%
-$5,785.84 
BX Blackstone Inc.
-1%
-$218 
STM STMicroelectronics N.V.
-0.89%
-$1,950.5 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.86%
-$85.56 
AMZN Amazon.com Inc
-0.84%
-$1,072.49 
PRN Invesco Dorsey Wright Industrials ETF
-0.72%
-$42.45 
XSPI NEOS Boosted S&P 500 High Income ETF
-0.71%
-$3,020.32 
JHMM John Hancock Multifactor Mid Cap ETF
-0.7%
-$188.49 
XLG Invesco S&P 500 Top 50 ETF
-0.7%
-$89 
MISL First Trust Indxx Aerospace & Defense ETF
-0.66%
-$110 
IYY iShares Dow Jones U.S. ETF
-0.66%
-$6,472.8 
IWV ISHARES RUSSELL 3000 ETF
-0.62%
-$272 
TECX Tectonic Therapeutic Inc.
-0.61%
-$104 
IWB iShares Russell 1000 ETF
-0.6%
-$502 
IVV iShares Core S&P 500 ETF
-0.59%
-$72,040.72 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$16,606.32 
VOO Vanguard S&P 500 ETF
-0.56%
-$1,379 
SYY Sysco Corporation
-0.46%
-$112.5 
RDDT Reddit Inc Class A
-0.44%
-$1,260 
J Jacobs Solutions Inc.
-0.42%
-$414.18 
SPYI NEOS S&P 500 High Income ETF
-0.41%
-$34,558.7 
DY Dycom Industries Inc.
-0.39%
-$1,111 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.37%
-$126.25 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.35%
-$184 
FLR Fluor Corporation
-0.34%
-$535.36 
MTZ MasTec, Inc. Common Stock
-0.31%
-$4,059 
AB AllianceBernstein Holding L.P.
-0.3%
-$10.5 
ABT Abbott Laboratories
-0.3%
-$16.74 
UTHR United Therapeutics Corporation
-0.28%
-$76 
GLD SPDR Gold Shares
-0.24%
-$332.94 
DDM ProShares Ultra Dow30
-0.2%
-$208 
GS The Goldman Sachs Group, Inc.
-0.2%
-$3,213.05 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.18%
-$16.38 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$235.31 
FBND Fidelity Total Bond ETF
-0.16%
-$70 
NSC Norfolk Southern Corporation
-0.16%
-$102 
LDOS Leidos Holdings Inc.
-0.15%
-$101.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.11%
-$9,106.5 
GPC Genuine Parts Company
-0.1%
-$7 
KREF KKR Real Estate Finance Trust Inc.
-0.08%
-$2.5 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.08%
-$198 
ALNY Alnylam Pharmaceuticals Inc
-0.06%
-$1.69 
MMKT Texas Capital Government Money Market Fund
-0.06%
-$11 
RACE Ferrari N.V.
-0.05%
-$122.99 
BMY Bristol-Myers Squibb Company
-0.03%
-$6 
KOID KraneShares Global Healthcare & Environmental Index ETF
-0.03%
-$8.08 Events
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Dividends
Dividend Analysis
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No Data
| Trades 892 | Longs Won 494/892 55% | Profit Factor 2.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,460.56 |
| Average Win $79,677.96 | Best Trade (Oct 15) $6.82M | Sharpe Ratio -10.41 |
| Average Loss -$35,514.3 | Worst Trade (Mar 31) -$1.04M | Z-Score 2.55 (98.93%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $28,280.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,049 | 3,644 | 3,239 | 2,834 | 2,429 | 2,024 | 1,619 | 1,215 | 810 | 405 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 12,840 | $339,936.6 | $1M | - | $662,225.4 | 194.81% | -6.784% |
| AAOX AAOX | 3,500 | $110,635 | $110,635 | - | - | - | 0.0 |
| AAPL Apple Inc. | 19,264 | $4.84M | $6.65M | - | $1.81M | 37.4% | +0.915% |
| AB AllianceBernstein Holding L.P. | 100 | $3,744 | $3,465.5 | - | -$278.5 | -7.44% | -0.302% |
| ABBV AbbVie Inc. | 6,695 | $1.31M | $1.91M | - | $599,013.12 | 45.73% | +0.603% |
| ABEV Ambev S.A. | 6,000 | $17,520 | $19,590 | - | $2,070 | 11.82% | +0.153% |
| ABT Abbott Laboratories | 54 | $7,344.5 | $5,635.98 | - | -$1,708.52 | -23.26% | -0.296% |
| ADI Analog Devices, Inc. | 63 | $14,995 | $25,690.77 | - | $10,695.77 | 71.33% | +0.951% |
| AFL Aflac Inc. | 100 | $10,545.88 | $11,880 | - | $1,334.12 | 12.65% | +0.635% |
| AIR AAR Corp. | 40 | $4,378 | $3,950.4 | - | -$427.6 | -9.77% | +0.796% |
| ALLY Ally Financial Inc. | 24,640 | $965,888 | $934,102.4 | - | -$31,785.6 | -3.29% | +0.477% |
| ALNY Alnylam Pharmaceuticals Inc | 13 | $4,239 | $3,040.7 | - | -$1,198.3 | -28.27% | -0.056% |
| ALOY Blackboxstocks Inc. | 200 | $2,890 | $1,407 | - | -$1,483 | -51.31% | +5.314% |
| AM Antero Midstream Corporation | 122,900 | $1.92M | $2.48M | - | $558,669.9 | 29.03% | +1.431% |
| AMAT Applied Materials, Inc. | 800 | $578,400 | $335,056 | - | -$243,344 | -42.07% | -2.602% |
| AMCR Amcor plc | 200 | $8,670 | $8,797 | - | $127 | 1.46% | +0.56% |
| AMD Advanced Micro Devices, Inc. | 575 | $176,853.1 | $312,285.37 | - | $135,432.27 | 76.58% | -3.402% |
| AMDL GraniteShares 2x Long AMD ETF | 2,100 | $102,809 | $128,793 | - | $25,984 | 25.27% | -6.949% |
| AMTM Amentum Holdings, Inc. | 744 | $17,565.85 | $14,344.32 | - | -$3,221.53 | -18.34% | +0.995% |
| AMZN Amazon.com Inc | 500 | $109,739.99 | $126,307.5 | - | $16,567.51 | 15.1% | -0.842% |
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FAQ
Which stocks have generated the highest profits for Chung Wu?
The largest contributions to the portfolio's profits come from the following stocks: Neos NASDAQ-100 High Income ETF - $925,138.29, NEOS S&P 500 High Income ETF - $822,088.02, Applied Optoelectronics, Inc - $753,433.02, VanEck Junior Gold Miners ETF - $589,243.58, and Eaton Vance Enhanced Equity Income Fund II - $511,924.23. 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: UnitedHealth Group Incorporated - $1.25M, NVIDIA Corporation - $1.02M, Vistra Corp - $402,409.09, CoreWeave, Inc - $300,762.16, and Fiserv, Inc - $264,037.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chung Wu's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.55M earned over time. The largest contributors to dividend income include Neos NASDAQ-100 High Income ETF - $925,138.29, NEOS S&P 500 High Income ETF - $822,088.02, Eaton Vance Enhanced Equity Income Fund II - $535,404.3, JPMorgan Nasdaq Equity Premium Income ETF - $263,881.13, and iShares Core S&P 500 ETF - $233,581.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chung Wu's monthly returns?
Chung Wu's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Chung Wu's strategy be considered aggressive or moderate?
Chung Wu's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chung Wu's strategy?
Chung Wu'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.
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