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:
0.05%
Gain
Monthly
0%
Yearly
0.03%
Drawdown
27.48%
$134.75M
Equity
Holdings
$134.75M
Investment
$104.91M
$29.72M
Profit -$579,733.98
Realized
-$121,760.67
Unrealized
$29.84M
Dividends
$4.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$579,733.98
Win %
71%
This Week
Compared To Last Week
Gain
-2.83%
Profit
-$3.92M
Win %
71%
This Month
Compared to last month
Gain
-3.64%
Profit
-$5.08M
Win %
71%
This Year
Compared to last year
Gain
16.32%
Profit
$18.9M
Win %
69%
TRVI Trevi Therapeutics Inc.
+15.06%
+$5,227.6 
TRV The Travelers Companies, Inc.
+8.44%
+$1,140 
PVLA Pavella Therapeutics Inc.
+5.98%
+$20,309 
DNTH Dianthus Therapeutics Inc.
+5.67%
+$12,431.5 
UCO ProShares Ultra Bloomberg Crude Oil
+4.53%
+$2,307.5 
TYRA Tyra Biosciences, Inc.
+4.42%
+$2,794.2 
DYN Dyne Therapeutics Inc.
+3.48%
+$1,580 
MUU Dx Daily Muni Bond Bull 2x Shares
+3.38%
+$167.4 
NFE New Fortress Energy Inc.
+3.21%
+$5.3 
BE Bloom Energy Corporation
+3.18%
+$27,265.5 
GE General Electric Company
+3.01%
+$39,837.34 
ABT Abbott Laboratories
+2.9%
+$309.96 
CF CF Industries Holdings, Inc.
+2.74%
+$7,812 
UTHR United Therapeutics Corporation
+2.62%
+$692.25 
MRK Merck & Co., Inc.
+2.55%
+$1,956 
VERU Veru Inc.
+2.55%
+$60 
AIR AAR Corp.
+2.35%
+$125.6 
PANW Palo Alto Networks, Inc.
+2.35%
+$498 
FANG Diamondback Energy Inc
+2.33%
+$442 
CSCO Cisco Systems, Inc.
+2.24%
+$2,290.26 
SRRK Scholar Rock Holding Corporation
+2.23%
+$4,834.62 
BMY Bristol-Myers Squibb Company
+2.15%
+$390 
SUN Sunoco L.P.
+2.06%
+$2,673 
RLI RLI Corp.
+2.06%
+$490 
PBR Petrobras S.A. Sponsored ADR
+2.03%
+$710 
NOG Northern Oil and Gas Inc.
+1.94%
+$118.5 
HWM Howmet Aerospace Inc.
+1.86%
+$7,070 
LITE Lumentum Holdings Inc.
+1.82%
+$25,946.92 
AFL Aflac Inc.
+1.82%
+$223.5 
MU Micron Technology, Inc.
+1.76%
+$152,407.2 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$2,523 
LMT Lockheed Martin Corporation
+1.69%
+$694.4 
RTX RTX Corporation
+1.68%
+$3,455.49 
SNDK SanDisk Corporation
+1.62%
+$5,383.13 
PGR Progressive Corporation
+1.62%
+$233.45 
ITA iShares U.S. Aerospace & Defense ETF
+1.62%
+$4,183.2 
XOM Exxon Mobil Corporation
+1.55%
+$34,752.17 
VIR Vir Biotechnology Inc.
+1.54%
+$494.45 
CVX Chevron Corporation
+1.53%
+$15,848.34 
VLO Valero Energy Corporation
+1.53%
+$3,809.7 
OXY Occidental Petroleum Corporation
+1.53%
+$41 
FN Fabrinet
+1.52%
+$174.62 
COP ConocoPhillips
+1.48%
+$250.69 
SYY Sysco Corporation
+1.48%
+$364.5 
AMTM Amentum Holdings, Inc.
+1.44%
+$223.2 
CVS CVS Health Corporation
+1.36%
+$289 
ABBV AbbVie Inc.
+1.33%
+$23,543.55 
TDG TransDigm Group Inc.
+1.33%
+$817 
VZ Verizon Communications Inc.
+1.31%
+$747.5 
CNP CenterPoint Energy Inc.
+1.15%
+$400 
CI The Cigna Group
+1.08%
+$1,226 
WMT Walmart Inc.
+1.08%
+$3,389.89 
MISL First Trust Indxx Aerospace & Defense ETF
+1.03%
+$176 
EOG EOG Resources, Inc.
+1%
+$5,827.24 
INR Infinity Natural Resources, Inc.
+0.99%
+$78 
LDOS Leidos Holdings Inc.
+0.95%
+$566.5 
VIXM ProShares VIX Mid-Term Futures ETF
+0.94%
+$40.5 
NSC Norfolk Southern Corporation
+0.94%
+$635 
NNN NNN REIT, Inc.
+0.94%
+$322 
MSI Motorola Solutions, Inc.
+0.93%
+$193.5 
TSHA Taysha Gene Therapies Inc.
+0.93%
+$111.4 
SO The Southern Company
+0.93%
+$534 
HON Honeywell International Inc.
+0.92%
+$2,276.39 
SPG Simon Property Group, Inc.
+0.91%
+$15,458.75 
CCIF Carlyle Credit Income Fund
+0.91%
+$50 
LB LandBridge Company LLC
+0.9%
+$2,001 
REGN Regeneron Pharmaceuticals, Inc.
+0.88%
+$179.1 
F Ford Motor Company
+0.87%
+$36.9 
PAA Plains All American Pipeline, L.P.
+0.82%
+$7,698.4 
DUK Duke Energy Corporation
+0.79%
+$1,772.1 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$84.5 
GEV GE Vernova Inc.
+0.71%
+$17,560.2 
ET Energy Transfer L.P.
+0.67%
+$4,600.94 
ETR Entergy Corporation
+0.65%
+$3,527.25 
KRMN Karman Holdings Inc.
+0.64%
+$1,778.15 
ARE Alexandria Real Estate Equities, Inc.
+0.62%
+$15.5 
PFE Pfizer Inc.
+0.62%
+$31 
VST Vistra Corp
+0.62%
+$5,151.2 
SLF Sun Life Financial Inc.
+0.61%
+$776.5 
BAC Bank of America Corporation
+0.6%
+$2,941.5 
QUBT Quantum Computing Inc.
+0.59%
+$18 
UNH UnitedHealth Group Incorporated
+0.57%
+$8,394.44 
BA Boeing Company
+0.56%
+$121 
NEE NextEra Energy, Inc.
+0.55%
+$1,188 
LPLA LPL Financial Holdings Inc.
+0.51%
+$170 
OKE ONEOK, Inc.
+0.46%
+$2,386.5 
GLD SPDR Gold Shares
+0.45%
+$587.12 
JPM JPMorgan Chase & Co.
+0.44%
+$23,232.69 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.41%
+$144.28 
IHF iShares U.S. Healthcare Providers ETF
+0.39%
+$110 
EXE Expand Energy Corporation
+0.39%
+$408 
EPD Enterprise Products Partners L.P.
+0.37%
+$350 
GPC Genuine Parts Company
+0.36%
+$22.75 
IRM Iron Mountain Inc.
+0.36%
+$44 
KNTK Kinetik Holdings Inc.
+0.36%
+$187.2 
MRSH Marsh & McLennan Companies, Inc.
+0.34%
+$62.22 
MBLY Mobileye Global Inc.
+0.33%
+$6 
STAG Stag Industrial Inc.
+0.32%
+$40.5 
MPLX MPLX LP
+0.31%
+$1,487.5 
EXPD Expeditors International of Washington, Inc.
+0.3%
+$62.64 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.27%
+$28.76 
J Jacobs Solutions Inc.
+0.23%
+$210.6 
CQP Cheniere Energy Partners L.P.
+0.19%
+$120 
FBND Fidelity Total Bond ETF
+0.19%
+$85 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$200.44 
STLD Steel Dynamics Inc.
+0.11%
+$640 
KMI Kinder Morgan, Inc.
+0.11%
+$411.25 
COST Costco Wholesale Corporation
+0.1%
+$329.38 
SOLS Sollensys Corp
+0.09%
+$420.3 
AAOI Applied Optoelectronics, Inc.
+0.08%
+$1,496 
BIP Brookfield Infrastructure Partners L.P.
+0.06%
+$7.5 
IWD iShares Russell 1000 Value ETF
+0.04%
+$9 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$7.5 
KDP Keurig Dr Pepper Inc.
+0.02%
+$3 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
GPMT Granite Point Mortgage Trust Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
NFLX Netflix, Inc.
-8.73%
-$15,576 
DJT Trump Media & Technology Group Corp.
-7.68%
-$296 
CRDO Credo Technology Group Holding Ltd.
-6.25%
-$32,512.5 
TSLR GraniteShares 1.25x Long Tesla Daily ETF
-5.9%
-$793 
DXYZ Destiny Tech100 Inc.
-5.78%
-$4,709.7 
TSLL Direxion Daily TSLA Bull 2X Shares
-5.78%
-$5,560 
APLD Applied Digital Corporation
-5.22%
-$690 
AMDL GraniteShares 2x Long AMD ETF
-5.2%
-$2,163 
SOUN SoundHound AI Inc.
-4.66%
-$29.37 
META Meta Platforms Inc Class A
-4.6%
-$16,207.41 
KREF KKR Real Estate Finance Trust Inc.
-4.41%
-$167.5 
QQQU Direxion Daily Magnificent 7 Bull 2X Shares
-4.2%
-$480 
TQQQ ProShares UltraPro QQQ
-4.06%
-$23,976.19 
MTZ MasTec, Inc. Common Stock
-3.93%
-$90,249 
USD ProShares Ultra Semiconductors
-3.87%
-$46,207.6 
JOBY Joby Aviation, Inc.
-3.61%
-$53 
TSLW Tradr 1.5X Long Tesla Weekly ETF
-3.3%
-$16,144.5 
METC Ramaco Resources, Inc.
-2.89%
-$35 
INTC Intel Corporation
-2.89%
-$1,119.96 
GLW Corning Incorporated
-2.88%
-$5,016 
TSLA Tesla, Inc.
-2.86%
-$3,360 
CCJ Cameco Corporation
-2.74%
-$16,084.7 
KOID KraneShares Global Healthcare & Environmental Index ETF
-2.65%
-$792 
AMD Advanced Micro Devices, Inc.
-2.53%
-$4,758.75 
ALNY Alnylam Pharmaceuticals Inc
-2.39%
-$88.07 
MSFT Microsoft Corp.
-2.36%
-$153,167.62 
SEI Solaris Energy Infrastructure Inc.
-2.33%
-$7,150 
STM STMicroelectronics N.V.
-2.16%
-$271 
GOOG Alphabet Inc
-2.13%
-$17,848.47 
GOOGL Alphabet Inc
-2.1%
-$4,309.4 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.09%
-$2,509.2 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.08%
-$5,614.6 
OKLO Oklo Inc.
-2.06%
-$86 
KO The Coca-Cola Company
-2.02%
-$1,032 
NVDA NVIDIA Corporation
-2.01%
-$69,663.36 
ALLY Ally Financial Inc.
-2%
-$23,926.65 
MGA Magna International Inc.
-1.98%
-$53.6 
ZG Zillow Group, Inc.
-1.94%
-$52.8 
CVNA Carvana Co.
-1.9%
-$201 
PLTR Palantir Technologies Inc.
-1.82%
-$244.99 
NXPI NXP Semiconductors N.V.
-1.82%
-$492 
KGS Kodiak Gas Services Inc.
-1.81%
-$7,767.5 
IGPT Invesco AI and Next Gen Software ETF
-1.8%
-$2,002.6 
V Visa Inc. Class A
-1.78%
-$28,101.74 
NVDY YieldMax NVDA Option Income Strategy ETF
-1.71%
-$5,074 
RGTI Rigetti Computing Inc
-1.7%
-$24 
RACE Ferrari N.V.
-1.67%
-$3,828 
RDDT Reddit Inc Class A
-1.64%
-$7,612.5 
GS The Goldman Sachs Group, Inc.
-1.64%
-$33,581.16 
EEM iShares MSCI Emerging Markets ETF
-1.53%
-$394 
MA Mastercard Incorporated
-1.53%
-$17,639.9 
ROK Rockwell Automation, Inc.
-1.53%
-$3,789.51 
RONB Baron First Principles ETF
-1.52%
-$175 
SILJ Amplify Junior Silver Miners ETF
-1.51%
-$1,800 
HCA HCA Healthcare Inc.
-1.51%
-$406.7 
SCCO Southern Copper Corporation
-1.44%
-$7,417.41 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.44%
-$598 
AXP American Express Company
-1.44%
-$1,043.19 
ADI Analog Devices, Inc.
-1.43%
-$342.28 
QCOM QUALCOMM Incorporated
-1.42%
-$484 
FDN First Trust Dow Jones Internet Index Fund
-1.39%
-$380.5 
FLR Fluor Corporation
-1.39%
-$4,378.74 
SSO ProShares Ultra S&P500
-1.38%
-$2,857.6 
GDXJ VanEck Junior Gold Miners ETF
-1.37%
-$63.5 
HUBS HubSpot, Inc.
-1.36%
-$3,050 
SPUU Direxion Daily S&P 500 Bull 2X Shares
-1.33%
-$14,648.7 
EXPE Expedia Group, Inc.
-1.33%
-$5,422.5 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$7,535.98 
VIK Viking Holdings Ltd
-1.3%
-$9,856 
RING iShares MSCI Global Gold Miners ETF
-1.3%
-$2,000 
DX Dynex Capital Inc.
-1.29%
-$58.27 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.29%
-$44,833.35 
QTUM Defiance Quantum ETF
-1.28%
-$183 
QQQI Neos NASDAQ-100 High Income ETF
-1.27%
-$86,601.2 
FSK FS KKR Capital Corp.
-1.26%
-$490 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$698.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.16%
-$10,291.35 
SIRI Sirius XM Holdings Inc.
-1.12%
-$69.66 
BLK BlackRock, Inc.
-1.06%
-$46.28 
MS Morgan Stanley
-1.06%
-$20,822 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-1.06%
-$87 
DY Dycom Industries Inc.
-1.04%
-$3,792.8 
MSTR Strategy Inc.
-1.04%
-$14.7 
ZIM ZIM Integrated Shipping Services Ltd.
-1.04%
-$4,309.5 
XLG Invesco S&P 500 Top 50 ETF
-0.98%
-$121 
LOW Lowe's Companies Inc.
-0.96%
-$1,811.25 
EWBC East West Bancorp Inc.
-0.95%
-$387 
BHP BHP Group Ltd.
-0.92%
-$443.94 
SYM Symbotic Inc. Class A
-0.91%
-$1,976 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.87%
-$79.56 
BX Blackstone Inc.
-0.86%
-$222 
TTWO Take-Two Interactive Software, Inc.
-0.8%
-$3,820 
HRZN Horizon Technology Finance Corporation
-0.78%
-$40.15 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.76%
-$69.33 
ITRG Integra Resources Corp.
-0.72%
-$15 
AB AllianceBernstein Holding L.P.
-0.7%
-$27 
VOO Vanguard S&P 500 ETF
-0.69%
-$712.5 
IVV iShares Core S&P 500 ETF
-0.69%
-$82,453.27 
NLR VanEck Uranium and Nuclear ETF
-0.67%
-$867.15 
NEM Newmont Corporation
-0.66%
-$240 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$19,244.76 
IYY iShares Dow Jones U.S. ETF
-0.65%
-$8,591.8 
EZU iShares MSCI Eurozone ETF
-0.61%
-$126 
TRFK Pacer Data and Digital Revolution ETF
-0.61%
-$82.5 
PRN Invesco Dorsey Wright Industrials ETF
-0.6%
-$39.6 
SPYI NEOS S&P 500 High Income ETF
-0.58%
-$44,295.9 
AM Antero Midstream Corporation
-0.5%
-$14,375 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.46%
-$52 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.42%
-$45.26 
NOW ServiceNow, Inc.
-0.39%
-$12 
HTGC Hercules Capital Inc.
-0.37%
-$778.68 
DDM ProShares Ultra Dow30
-0.35%
-$345 
EWH iShares MSCI Hong Kong ETF
-0.27%
-$156 
JHMM John Hancock Multifactor Mid Cap ETF
-0.27%
-$73.2 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.26%
-$841.5 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.26%
-$180 
VALE Vale S.A.
-0.25%
-$122.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.24%
-$11.52 
LUMN Lumen Technologies Inc.
-0.24%
-$7.5 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$435.17 
CAT Caterpillar Inc.
-0.23%
-$1,034.8 
CARR Carrier Global Corporation
-0.22%
-$30 
IWM iShares Russell 2000 ETF
-0.21%
-$24.8 
SKYY First Trust Cloud Computing ETF
-0.21%
-$37.05 
EXR Extra Space Storage Inc.
-0.19%
-$56 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.18%
-$198 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.17%
-$93.15 
NAD Nuveen Quality Municipal Income Fund
-0.17%
-$120 
ABEV Ambev S.A.
-0.16%
-$30 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.16%
-$12,688.2 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.13%
-$105 
FLC Flaherty & Crumrine Total Return Fund Inc.
-0.12%
-$8 
AMZN Amazon.com Inc
-0.1%
-$130 
NXST Nexstar Media Group Inc.
-0.08%
-$15 
HD The Home Depot, Inc.
-0.08%
-$874.8 
TJX The TJX Companies, Inc.
-0.08%
-$81.6 
AAPL Apple Inc.
-0.07%
-$4,356.96 
MCD McDonald's Corporation
-0.06%
-$9.6 
MMKT Texas Capital Government Money Market Fund
-0.06%
-$43.92 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.04%
-$30 Events
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Dividends
Dividend Analysis
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| Trades 748 | Longs Won 423/748 56% | Profit Factor 4.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $293,896.06 |
| Average Win $88,354.26 | Best Trade (Jul 15) $7.45M | Sharpe Ratio -11.4 |
| Average Loss -$23,542.62 | Worst Trade (Mar 31) -$1.04M | Z-Score 4.16 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 5d | Expectancy $39,735.97 |
| 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 | 5,714 | 5,143 | 4,571 | 4,000 | 3,429 | 2,857 | 2,286 | 1,714 | 1,143 | 571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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