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:
30.12%
Gain +0.02%
Monthly
1.33%
Yearly
17.12%
Drawdown
19.85%
$146.83M
Equity
Holdings
$146.83M
Investment
$117.87M
$28.3M
Profit +$29,865
Realized
-$658,780.44
Unrealized
$28.96M
Dividends
$4.84M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$29,865
Win %
66%
This Week
Compared To Last Week
Gain
0.02%
Profit
$29,865
Win %
66%
This Month
Compared to last month
Gain
3.62%
Profit
$5.13M
Win %
66%
This Year
Compared to last year
Gain
-2.97%
Profit
-$4.5M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$18,039.99 
GOOG Alphabet Inc
+6.88%
+$47,547.9 
QQQU Direxion Daily Magnificent 7 Bull 2X Shares
+6.85%
+$684 
GOOGL Alphabet Inc
+6.73%
+$13,482 
GPMT Granite Point Mortgage Trust Inc.
+6.67%
+$25.56 
VIAV Viavi Solutions Inc.
+5.42%
+$9,120 
SMCX Defiance Daily Technology Sector 2x Long ETF
+4.85%
+$245 
SOLS Sollensys Corp
+4.84%
+$23,646.68 
WDCX Tradr 2X Long WDC Daily ETF
+4.76%
+$1,000 
AAOI Applied Optoelectronics, Inc.
+4.67%
+$54,056.4 
FTAI FTAI Aviation Ltd.
+4.3%
+$17,170 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$288.6 
META Meta Platforms Inc Class A
+3.28%
+$11,138.39 
ONTO Onto Innovation Inc.
+3.22%
+$10,316.79 
MSFT Microsoft Corp.
+3.02%
+$218,655.32 
HTGC Hercules Capital Inc.
+3.01%
+$6,229.44 
LITE Lumentum Holdings Inc.
+2.99%
+$37,674.02 
NVDA NVIDIA Corporation
+2.93%
+$98,046.53 
LDOS Leidos Holdings Inc.
+2.84%
+$1,754.5 
EGHT 8x8 Inc.
+2.7%
+$100 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$694 
NVDY YieldMax NVDA Option Income Strategy ETF
+2.46%
+$19,499.6 
CVX Chevron Corporation
+2.35%
+$9,130.4 
GLW Corning Incorporated
+2.24%
+$3,908.7 
EOG EOG Resources, Inc.
+2.19%
+$13,349.68 
AMTM Amentum Holdings, Inc.
+2.16%
+$349.68 
CSCO Cisco Systems, Inc.
+2.14%
+$2,262.33 
SKYY First Trust Cloud Computing ETF
+2.12%
+$386.1 
TQQQ ProShares UltraPro QQQ
+2.08%
+$6,006 
OXY Occidental Petroleum Corporation
+2%
+$56 
OKE ONEOK, Inc.
+1.95%
+$9,483 
AM Antero Midstream Corporation
+1.95%
+$51,618 
ROK Rockwell Automation, Inc.
+1.93%
+$4,081.49 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$690 
CCIF Carlyle Credit Income Fund
+1.82%
+$100 
HWM Howmet Aerospace Inc.
+1.8%
+$8,466.02 
HCA HCA Healthcare Inc.
+1.72%
+$476 
J Jacobs Solutions Inc.
+1.64%
+$1,530.35 
KMI Kinder Morgan, Inc.
+1.64%
+$5,980 
HPE Hewlett Packard Enterprise Company
+1.61%
+$2,888 
FANG Diamondback Energy Inc
+1.59%
+$318 
VZ Verizon Communications Inc.
+1.52%
+$910 
SPUU Direxion Daily S&P 500 Bull 2X Shares
+1.52%
+$10,879.97 
LMT Lockheed Martin Corporation
+1.5%
+$690.4 
CVNA Carvana Co.
+1.5%
+$138 
NOG Northern Oil and Gas Inc.
+1.49%
+$93 
MPLX MPLX LP
+1.46%
+$7,140 
USD ProShares Ultra Semiconductors
+1.44%
+$16,094.4 
GE General Electric Company
+1.42%
+$19,868.49 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$381 
SSO ProShares Ultra S&P500
+1.35%
+$2,705.61 
CQP Cheniere Energy Partners L.P.
+1.29%
+$840 
XQQI NEOS Boosted Nasdaq-100 High Income ETF
+1.26%
+$4,838 
COP ConocoPhillips
+1.22%
+$217.5 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,492.06 
AMAT Applied Materials, Inc.
+1.18%
+$4,720.02 
XSPI NEOS Boosted S&P 500 High Income ETF
+1.17%
+$4,902 
TSLW Tradr 1.5X Long Tesla Weekly ETF
+1.15%
+$5,004 
MSI Motorola Solutions, Inc.
+1.14%
+$246.5 
DDM ProShares Ultra Dow30
+1.12%
+$1,168 
VUG Vanguard Growth ETF
+1.1%
+$2,019.96 
KNTK Kinetik Holdings Inc.
+1.1%
+$572 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$33,996.15 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$128 
NOW ServiceNow, Inc.
+1.05%
+$34.8 
PRN Invesco Dorsey Wright Industrials ETF
+1.01%
+$64.8 
QUBT Quantum Computing Inc.
+1%
+$32 
SUN Sunoco L.P.
+0.95%
+$1,296 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$324.63 
ASTS AST SpaceMobile, Inc.
+0.92%
+$2,689.2 
VERU Veru Inc.
+0.9%
+$20 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$93.47 
KOID KraneShares Global Healthcare & Environmental Index ETF
+0.85%
+$248 
GEV GE Vernova Inc.
+0.85%
+$20,367.81 
MCD McDonald's Corporation
+0.82%
+$132 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,184.98 
TSLA Tesla, Inc.
+0.76%
+$707.99 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$224 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$20,719.31 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,701.01 
CAT Caterpillar Inc.
+0.7%
+$2,948.39 
BMY Bristol-Myers Squibb Company
+0.69%
+$135 
IVV iShares Core S&P 500 ETF
+0.69%
+$81,244.16 
CARR Carrier Global Corporation
+0.68%
+$126 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$52,666.71 
QTUM Defiance Quantum ETF
+0.67%
+$159.8 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$6,263.95 
PLTR Palantir Technologies Inc.
+0.65%
+$80 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$132.25 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,328 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$53,408.9 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,484.1 
IWB iShares Russell 1000 ETF
+0.64%
+$516 
SYY Sysco Corporation
+0.63%
+$159 
RGTI Rigetti Computing Inc
+0.61%
+$31.5 
ET Energy Transfer L.P.
+0.59%
+$3,969.72 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$632.4 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$244 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$5,086.95 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$43,372.35 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$102.08 
MBLY Mobileye Global Inc.
+0.51%
+$8 
TRFK Pacer Data and Digital Revolution ETF
+0.48%
+$64.5 
MISL First Trust Indxx Aerospace & Defense ETF
+0.47%
+$80 
NSC Norfolk Southern Corporation
+0.46%
+$310 
IWD iShares Russell 1000 Value ETF
+0.44%
+$111 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$1,188 
AIR AAR Corp.
+0.4%
+$22.4 
PFE Pfizer Inc.
+0.4%
+$20 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$102 
RTX RTX Corporation
+0.39%
+$890.4 
AVGO Broadcom Inc.
+0.37%
+$1,008 
TSMU GraniteShares 2x Long TSM ETF
+0.37%
+$1,067.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$558 
TDG TransDigm Group Inc.
+0.36%
+$223.5 
BAC Bank of America Corporation
+0.36%
+$1,749 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$351.5 
MRK Merck & Co., Inc.
+0.32%
+$266.51 
JPM JPMorgan Chase & Co.
+0.27%
+$14,510.78 
SEI Solaris Energy Infrastructure Inc.
+0.25%
+$793 
SLF Sun Life Financial Inc.
+0.22%
+$279.54 
SO The Southern Company
+0.21%
+$120 
ADI Analog Devices, Inc.
+0.2%
+$46.62 
FLR Fluor Corporation
+0.2%
+$334.6 
MS Morgan Stanley
+0.17%
+$3,277.82 
DELL Dell Technologies Inc.
+0.14%
+$504 
FLC Flaherty & Crumrine Total Return Fund Inc.
+0.12%
+$8 
AB AllianceBernstein Holding L.P.
+0.11%
+$4 
VKQ Invesco Municipal Trust
+0.1%
+$20 
C Citigroup Inc.
+0.1%
+$519.96 
FSK FS KKR Capital Corp.
+0.1%
+$35 
AFL Aflac Inc.
+0.09%
+$12 
WMT Walmart Inc.
+0.09%
+$273.41 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.09%
+$60 
ABT Abbott Laboratories
+0.09%
+$4.86 
NAD Nuveen Quality Municipal Income Fund
+0.09%
+$94 
EWBC East West Bancorp Inc.
+0.07%
+$27 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$15.3 
HXL Hexcel Corporation
+0.04%
+$4 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$5 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$0.52 
RLI RLI Corp.
+0.02%
+$4 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 FAX
FAX
0%
$0 AAOX
AAOX
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$67,265.99 
MTZ MasTec, Inc. Common Stock
-18.91%
-$414,965.03 
MUU Dx Daily Muni Bond Bull 2x Shares
-12.24%
-$693 
SNXX Tradr 2X Long SNDK Daily ETF
-10.88%
-$13,452 
WYFI WhiteFiber, Inc.
-9.71%
-$3,060 
MSTX Defiance Daily 2x Long Master Fund
-8.53%
-$150 
PVLA Pavella Therapeutics Inc.
-7.42%
-$12,265.01 
AAPL Apple Inc.
-7.35%
-$472,353.28 
NXPI NXP Semiconductors N.V.
-6.53%
-$1,600 
METC Ramaco Resources, Inc.
-6.24%
-$61 
CLS Celestica Inc.
-6%
-$29,187 
MU Micron Technology, Inc.
-5.9%
-$525,592.8 
OKLO Oklo Inc.
-5.5%
-$226 
EQ Equillium, Inc.
-5.17%
-$1,980 
SNDK SanDisk Corporation
-5.09%
-$55,425.63 
LXEO Lexeo Therapeutics Inc.
-5.06%
-$220 
DJT Trump Media & Technology Group Corp.
-5.01%
-$208 
MSTR Strategy Inc.
-4.56%
-$133.8 
SIRI Sirius XM Holdings Inc.
-4.36%
-$270 
DY Dycom Industries Inc.
-3.85%
-$17,687.98 
WPM Wheaton Precious Metals Corp.
-3.84%
-$11,745 
DRAM Roundhill Memory ETF
-3.76%
-$6,264.6 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$22,192.01 
TYRA Tyra Biosciences, Inc.
-3.57%
-$2,360 
SRRK Scholar Rock Holding Corporation
-3.46%
-$5,932.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$59,288.4 
AMDL GraniteShares 2x Long AMD ETF
-3.35%
-$3,759 
ITRG Integra Resources Corp.
-3.24%
-$70 
CI The Cigna Group
-2.99%
-$3,444 
XBI SPDR S&P Biotech ETF
-2.94%
-$14,685.05 
VIR Vir Biotechnology Inc.
-2.7%
-$818.4 
QCOM QUALCOMM Incorporated
-2.63%
-$399 
EWY iShares MSCI South Korea ETF
-2.55%
-$7,809 
ABBV AbbVie Inc.
-2.51%
-$43,316.65 
NFE New Fortress Energy Inc.
-2.42%
-$4 
RVMD Revolution Medicines Inc.
-2.42%
-$6,960 
SJM The J.M. Smucker Company
-2.41%
-$442.5 
BA Boeing Company
-2.15%
-$7,663.58 
ENVX Enovix Corporation
-2.15%
-$90 
NEM Newmont Corporation
-2.14%
-$820 
DYN Dyne Therapeutics Inc.
-2.14%
-$1,100 
CCJ Cameco Corporation
-2.1%
-$2,960 
SEPN Septarna Inc.
-2.08%
-$3,504 
APLD Applied Digital Corporation
-2.07%
-$290 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$52 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,188 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,313.01 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$9,019.98 
HRZN Horizon Technology Finance Corporation
-1.82%
-$88 
MGA Magna International Inc.
-1.79%
-$50 
TECX Tectonic Therapeutic Inc.
-1.68%
-$384 
UNH UnitedHealth Group Incorporated
-1.68%
-$37,739.71 
BHP BHP Group Ltd.
-1.64%
-$846 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-1.56%
-$126 
UTHR United Therapeutics Corporation
-1.54%
-$405.5 
GLD SPDR Gold Shares
-1.49%
-$2,011.96 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$189 
KDP Keurig Dr Pepper Inc.
-1.43%
-$270 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$1,881.9 
NVTS Navitas Semiconductor Corporation
-1.36%
-$90 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,731.98 
NNN NNN REIT, Inc.
-1.29%
-$434 
KREF KKR Real Estate Finance Trust Inc.
-1.28%
-$45 
STM STMicroelectronics N.V.
-1.26%
-$3,149 
JOBY Joby Aviation, Inc.
-1.24%
-$18 
SCCO Southern Copper Corporation
-1.24%
-$6,863.1 
F Ford Motor Company
-1.21%
-$54 
TJX The TJX Companies, Inc.
-1.21%
-$1,305.59 
NEE NextEra Energy, Inc.
-1.15%
-$2,424 
LOW Lowe's Companies Inc.
-1.08%
-$1,759.25 
INTC Intel Corporation
-1.02%
-$372 
SCO ProShares UltraShort Bloomberg Crude Oil
-1.02%
-$1,400 
KO The Coca-Cola Company
-1.02%
-$810 
PAA Plains All American Pipeline, L.P.
-1.01%
-$8,819.75 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$5,907.5 
XOM Exxon Mobil Corporation
-0.97%
-$23,220.81 
RACE Ferrari N.V.
-0.97%
-$2,316.01 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$92.82 
EWH iShares MSCI Hong Kong ETF
-0.94%
-$330 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$157.5 
FN Fabrinet
-0.89%
-$98 
PGR Progressive Corporation
-0.87%
-$130.2 
DX Dynex Capital Inc.
-0.86%
-$36.63 
TRVI Trevi Therapeutics Inc.
-0.81%
-$300 
CVS CVS Health Corporation
-0.75%
-$158 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.74%
-$800 
MA Mastercard Incorporated
-0.74%
-$8,818.76 
BLK BlackRock, Inc.
-0.73%
-$31.92 
STAG Stag Industrial Inc.
-0.73%
-$42 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$787.2 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$40.3 
VIXM ProShares VIX Mid-Term Futures ETF
-0.69%
-$30 
DUK Duke Energy Corporation
-0.67%
-$1,503.6 
IHF iShares U.S. Healthcare Providers ETF
-0.65%
-$185 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$441 
BE Bloom Energy Corporation
-0.63%
-$6,681 
GS The Goldman Sachs Group, Inc.
-0.63%
-$11,566.78 
MHD BlackRock MuniHoldings Fund Inc.
-0.61%
-$130.97 
AMCR Amcor plc
-0.6%
-$54 
LLY Eli Lilly and Company
-0.53%
-$2,452 
STLD Steel Dynamics Inc.
-0.49%
-$4,017.63 
IWM iShares Russell 2000 ETF
-0.47%
-$264.1 
SPG Simon Property Group, Inc.
-0.46%
-$6,634 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$350 
TRV The Travelers Companies, Inc.
-0.43%
-$65.2 
HD The Home Depot, Inc.
-0.42%
-$4,322.96 
VMO Invesco Municipal Opportunity Trust
-0.41%
-$120 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$300 
ALOY Blackboxstocks Inc.
-0.4%
-$7 
ETR Entergy Corporation
-0.38%
-$1,928.23 
AXP American Express Company
-0.38%
-$255.27 
GPC Genuine Parts Company
-0.37%
-$23 
ALLY Ally Financial Inc.
-0.34%
-$3,696 
ABEV Ambev S.A.
-0.32%
-$60 
FBND Fidelity Total Bond ETF
-0.27%
-$120 
VTV Vanguard Value ETF
-0.27%
-$525.09 
CNP CenterPoint Energy Inc.
-0.26%
-$88 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$12.16 
TSHA Taysha Gene Therapies Inc.
-0.26%
-$30 
BX Blackstone Inc.
-0.25%
-$64 
COST Costco Wholesale Corporation
-0.24%
-$797.99 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$120.08 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$22.94 
EPD Enterprise Products Partners L.P.
-0.18%
-$175 
SOUN SoundHound AI Inc.
-0.16%
-$1 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$209.16 
EXR Extra Space Storage Inc.
-0.12%
-$34 
EZU iShares MSCI Eurozone ETF
-0.12%
-$24 
VIK Viking Holdings Ltd
-0.1%
-$790 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.09%
-$46 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$8 
MMKT Texas Capital Government Money Market Fund
-0.04%
-$8 
V Visa Inc. Class A
-0.04%
-$606.16 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$3.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 892 | Longs Won 526/892 58% | Profit Factor 3.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,176.34 |
| Average Win $78,180.69 | Best Trade (Aug 18) $7.71M | Sharpe Ratio -10.41 |
| Average Loss -$35,044.11 | Worst Trade (Mar 31) -$1.04M | Z-Score 4.97 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $31,724.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,184 | 3,766 | 3,347 | 2,929 | 2,510 | 2,092 | 1,674 | 1,255 | 837 | 418 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAOI Applied Optoelectronics, Inc. | 12,840 | $339,936.6 | $1.21M | - | $871,132.2 | 256.26% | +4.672% |
| AAOX AAOX | 3,500 | $110,635 | $110,635 | - | - | - | 0.0 |
| AAPL Apple Inc. | 19,264 | $4.84M | $5.95M | - | $1.11M | 22.98% | -7.354% |
| AB AllianceBernstein Holding L.P. | 100 | $3,744 | $3,676 | - | -$68 | -1.82% | +0.109% |
| ABBV AbbVie Inc. | 6,695 | $1.31M | $1.68M | - | $370,244.97 | 28.27% | -2.513% |
| ABEV Ambev S.A. | 6,000 | $17,520 | $18,660 | - | $1,140 | 6.51% | -0.321% |
| ABT Abbott Laboratories | 54 | $7,344.5 | $5,707.8 | - | -$1,636.7 | -22.28% | +0.085% |
| ADI Analog Devices, Inc. | 63 | $14,995 | $23,146.83 | - | $8,151.83 | 54.36% | +0.202% |
| AFL Aflac Inc. | 100 | $10,545.88 | $12,748 | - | $2,202.12 | 20.88% | +0.094% |
| AIR AAR Corp. | 40 | $4,378 | $5,601.6 | - | $1,223.6 | 27.95% | +0.401% |
| ALLY Ally Financial Inc. | 24,640 | $965,888 | $1.07M | - | $101,763.2 | 10.54% | -0.345% |
| ALNY Alnylam Pharmaceuticals Inc | 13 | $4,239 | $2,671.76 | - | -$1,567.24 | -36.97% | +0.019% |
| ALOY Blackboxstocks Inc. | 200 | $2,890 | $1,756 | - | -$1,134 | -39.24% | -0.397% |
| AM Antero Midstream Corporation | 122,900 | $1.92M | $2.7M | - | $775,588.4 | 40.3% | +1.949% |
| AMAT Applied Materials, Inc. | 800 | $578,400 | $406,136.01 | - | -$172,263.99 | -29.78% | +1.176% |
| AMCR Amcor plc | 200 | $8,670 | $8,976 | - | $306 | 3.53% | -0.598% |
| AMD Advanced Micro Devices, Inc. | 575 | $176,853.1 | $273,786.24 | - | $96,933.14 | 54.81% | -1.904% |
| AMDL GraniteShares 2x Long AMD ETF | 2,100 | $102,809 | $108,633 | - | $5,824 | 5.66% | -3.345% |
| AMTM Amentum Holdings, Inc. | 744 | $17,565.85 | $16,516.8 | - | -$1,049.05 | -5.97% | +2.163% |
| AMZN Amazon.com Inc | 500 | $109,739.99 | $135,789.99 | - | $26,050 | 23.74% | +15.321% |
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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: Applied Optoelectronics, Inc - $753,433.02, Neos NASDAQ-100 High Income ETF - $737,045.53, NEOS S&P 500 High Income ETF - $653,048.85, VanEck Junior Gold Miners ETF - $589,243.58, and Eaton Vance Enhanced Equity Income Fund II - $466,901.31. 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 - $1.26M, NVIDIA Corporation - $1.03M, 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 $4.84M earned over time. The largest contributors to dividend income include Neos NASDAQ-100 High Income ETF - $737,045.53, NEOS S&P 500 High Income ETF - $653,048.85, Eaton Vance Enhanced Equity Income Fund II - $490,381.38, JPMorgan Nasdaq Equity Premium Income ETF - $253,359.62, and Antero Midstream Corporation - $203,967. 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.
