MC
mike Chen Portfolio
Invests via Byrne Asset Management LLC | Managed by Tom Byrne, Art Ernst, Mike Chen, Brian Arena, Brendan Byrne
Invests via Byrne Asset Management LLC
Managed by Tom Byrne, Art Ernst, Mike Chen, Brian Arena, Brendan Byrne
Automatically Tracked
mike Chen Profile
Mike Chen is a seasoned technology entrepreneur and investor with deep expertise in software development and startup ecosystems. Over the past decade, he has successfully founded multiple tech companies that have achieved significant market traction, focusing on innovative solutions in artificial intelligence and cloud computing. His leadership capabilities extend to mentoring early-stage startups and guiding them through growth phases, often leveraging his extensive network within the venture capital community. Notably active in various investment rounds, Chen's contributions not only foster entrepreneurship but also drive technological advancements across industries.
Mike Chen is a seasoned technology entrepreneur and investor with deep expertise in software development and startup ecosystems. Over the past decade, he has successfully founded multiple tech companies that have achieved significant market traction, focusing on innovative solutions in artificial intelligence and cloud computing. His leadership capabilities extend to mentoring early-stage startups and guiding them through growth phases, often leveraging his extensive network within the venture capital community. Notably active in various investment rounds, Chen's contributions not only foster entrepreneurship but also drive technological advancements across industries.
Investment Philosophy & Strategy
Innovation in technology shapes Mike Chen's investment perspective. Drawing from extensive experience as a founder, he prioritizes emerging companies that harness disruptive advancements, particularly in artificial intelligence and cloud computing. His approach involves identifying ventures with robust business models poised for rapid scalability, enabling them to capture significant market share. With a focus on mentorship and collaboration within the startup ecosystem, fostering entrepreneurship remains central to his strategy. This ethos not only fuels growth but also amplifies technological progress across diverse sectors.
Innovation in technology shapes Mike Chen's investment perspective. Drawing from extensive experience as a founder, he prioritizes emerging companies that harness disruptive advancements, particularly in artificial intelligence and cloud computing. His approach involves identifying ventures with robust business models poised for rapid scalability, enabling them to capture significant market share. With a focus on mentorship and collaboration within the startup ecosystem, fostering entrepreneurship remains central to his strategy. This ethos not only fuels growth but also amplifies technological progress across diverse sectors.
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:
7.84%
Gain
Monthly
-0.02%
Yearly
-0.24%
Drawdown
30.87%
$160.08M
Equity
Holdings
$160.08M
Investment
$112.89M
$44.79M
Profit -$558,407.35
Realized
-$2.39M
Unrealized
$47.18M
Dividends
$10.64M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$558,407.35
Win %
70%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$1.64M
Win %
70%
This Month
Compared to last month
Gain
-1.8%
Profit
-$2.93M
Win %
70%
This Year
Compared to last year
Gain
-1.85%
Profit
-$3.01M
Win %
69%
ABT Abbott Laboratories
+12.17%
+$100,082.62 
UNH UnitedHealth Group Incorporated
+9.04%
+$43,160.29 
RXO Rxo Inc.
+5.45%
+$103.25 
SYK Stryker Corporation
+5.2%
+$197.52 
MDT Medtronic plc
+4.4%
+$3,858.6 
THC Tenet Healthcare Corporation
+4.38%
+$801.32 
PRGO Perrigo Company plc
+4.04%
+$4,813.4 
COTY Coty Inc.
+4.01%
+$6,748.8 
VMHG Victory Marine Holdings Corp.
+3.87%
+$1,306.65 
FIVE Five Below, Inc.
+3.83%
+$199.66 
BYDDY BYD Company Limited
+3.77%
+$6,757.24 
DG Dollar General Corporation
+3.69%
+$18,487.92 
ISRG Intuitive Surgical, Inc.
+3.41%
+$1,127.53 
IDXX IDEXX Laboratories, Inc.
+3.3%
+$73.58 
FDXF FedEx Freight Holding Company Inc.
+3.2%
+$340.61 
ORLY O'Reilly Automotive Inc.
+3.09%
+$2,199.04 
MDLZ Mondelez International, Inc.
+3.03%
+$1,040.6 
SBUX Starbucks Corporation
+3.02%
+$1,489.66 
AZO AutoZone Inc.
+3.01%
+$4,566.79 
WM Waste Management, Inc.
+3%
+$1,613.54 
TSCO Tractor Supply Company
+2.98%
+$45 
PM Philip Morris International Inc.
+2.97%
+$4,535.34 
ZTS Zoetis Inc.
+2.97%
+$1,480.7 
RKT Rocket Companies, Inc. Class A
+2.96%
+$1,788.91 
GPI Group 1 Automotive Inc.
+2.86%
+$82.26 
HOV Hovnanian Enterprises Inc.
+2.81%
+$3,868.8 
WHR Whirlpool Corporation
+2.79%
+$4,683.77 
UNP Union Pacific Corporation
+2.71%
+$4,551.24 
LCII LCI Industries Inc.
+2.68%
+$139.5 
MO Altria Group, Inc.
+2.67%
+$7,489.92 
AVAV AeroVironment Inc.
+2.66%
+$3,991.57 
KO The Coca-Cola Company
+2.64%
+$2,267.2 
CPB The Campbell's Company
+2.63%
+$57.5 
MHK Mohawk Industries, Inc.
+2.56%
+$88.66 
CL Colgate-Palmolive Company
+2.53%
+$554.4 
GPC Genuine Parts Company
+2.52%
+$76.12 
HCA HCA Healthcare Inc.
+2.49%
+$2,640.4 
STZ Constellation Brands, Inc.
+2.48%
+$326.5 
ADP Automatic Data Processing Inc.
+2.48%
+$8,422.62 
NSC Norfolk Southern Corporation
+2.47%
+$203 
VLO Valero Energy Corporation
+2.47%
+$542.62 
CPK Chesapeake Utilities Corporation
+2.44%
+$3,739.68 
QSR Restaurant Brands International Inc.
+2.4%
+$2,767.9 
PHM PulteGroup Inc.
+2.38%
+$447 
MCK McKesson Corporation
+2.37%
+$509.76 
SIG Signet Jewelers Ltd.
+2.37%
+$566.5 
HD The Home Depot, Inc.
+2.33%
+$19,901.09 
LOW Lowe's Companies Inc.
+2.33%
+$5,066.04 
COST Costco Wholesale Corporation
+2.33%
+$2,433.34 
MAGC Roundhill China Magnificent Seven ETF
+2.29%
+$1,087.96 
FRBA First Bank
+2.27%
+$2,608.8 
PEP PepsiCo, Inc.
+2.27%
+$3,422.59 
CVCO Cavco Industries Inc.
+2.26%
+$4,658.94 
LEN Lennar Corporation
+2.25%
+$1,216.03 
BTI British American Tobacco p.l.c. ADR
+2.21%
+$520 
XLV Health Care Select Sector SPDR Fund
+2.21%
+$6,662.41 
AON Aon plc
+2.2%
+$195.25 
XLP Consumer Staples Select Sector SPDR Fund
+2.17%
+$2,414.54 
AGM Federal Agricultural Mortgage Corporation
+2.16%
+$5,088.69 
GNW Genworth Financial Inc.
+2.16%
+$357 
NX Quanex Building Products Corporation
+2.15%
+$3,150.2 
NWPX NWPX Infrastructure, Inc.
+2.12%
+$2,396.45 
BAX Baxter International Inc.
+2.12%
+$47 
CVS CVS Health Corporation
+2.1%
+$20,757 
WMT Walmart Inc.
+2.09%
+$29,013.1 
PSX Phillips 66
+2.08%
+$704.98 
MRK Merck & Co., Inc.
+2.06%
+$7,718.85 
DHI D.R. Horton, Inc.
+2.05%
+$31.1 
VDC VANGUARD CONSUMER STAPLES ETF
+2.05%
+$463.5 
ALCO Alico Inc.
+2.04%
+$4,184.19 
UPS United Parcel Service, Inc.
+2.04%
+$461 
UBER Uber Technologies, Inc.
+2.04%
+$1,524.4 
JOE The St. Joe Company
+2.02%
+$16,841.12 
GEHC GE HealthCare Technologies Inc.
+1.99%
+$17,230.5 
AIG American International Group Inc.
+1.98%
+$22,236.08 
AMGN Amgen Inc.
+1.97%
+$6,902.99 
SCHD Schwab U.S. Dividend Equity ETF
+1.96%
+$511.81 
ALL Allstate Corporation
+1.95%
+$2,190.23 
FUBO FuboTV Inc.
+1.95%
+$3,424 
MKC McCormick & Company, Incorporated
+1.94%
+$594 
MNST Monster Beverage Corporation
+1.91%
+$186.5 
EXC Exelon Corporation
+1.86%
+$255 
OCFC OceanFirst Financial Corp.
+1.84%
+$3,322.8 
RYN Rayonier Inc.
+1.83%
+$125.6 
NOG Northern Oil and Gas Inc.
+1.82%
+$3,970.1 
KMB Kimberly-Clark Corporation
+1.8%
+$1,392 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.79%
+$29.6 
WY Weyerhaeuser Company
+1.78%
+$42.67 
GRBK Green Brick Partners Inc.
+1.76%
+$5,455.84 
PFGC Performance Food Group Co.
+1.75%
+$193.5 
IQV IQVIA Holdings Inc.
+1.74%
+$2,098.8 
URI United Rentals, Inc.
+1.73%
+$72.34 
TMUS T-Mobile US, Inc.
+1.73%
+$796.57 
CMCSA Comcast Corp
+1.72%
+$44.55 
LEN-B Lennar Corporation
+1.72%
+$18,535.9 
COLM Columbia Sportswear Company
+1.72%
+$54.25 
CTVA Corteva Inc.
+1.71%
+$69.12 
FBP First BanCorp Puerto Rico
+1.7%
+$460 
AVB AvalonBay Communities, Inc.
+1.69%
+$273.7 
SKY Skyline Champion Corporation
+1.69%
+$5,371.34 
MCD McDonald's Corporation
+1.68%
+$4,988.45 
OKE ONEOK, Inc.
+1.68%
+$268.4 
NXRT NexPoint Residential Trust Inc.
+1.67%
+$149.85 
PDER Pardee Resources Company Inc.
+1.67%
+$2,750 
HUM Humana Inc.
+1.66%
+$189.77 
PFS Provident Financial Services Inc.
+1.65%
+$390 
TOL Toll Brothers Inc
+1.65%
+$37,991.15 
SPCX Space Exploration Technologies Corp. Class A
+1.65%
+$71.2 
EXR Extra Space Storage Inc.
+1.64%
+$118.5 
WTRG Essential Utilities Inc.
+1.62%
+$766.87 
BKH Black Hills Corporation
+1.62%
+$420 
ED Consolidated Edison, Inc.
+1.61%
+$382.7 
USB U.S. Bancorp
+1.61%
+$4,283.3 
VZ Verizon Communications Inc.
+1.61%
+$5,070.81 
T AT&T Inc.
+1.61%
+$12,060.51 
FSLY Fastly, Inc.
+1.58%
+$2,982.03 
HALO Halozyme Therapeutics Inc.
+1.56%
+$94.4 
MUSA Murphy USA Inc.
+1.56%
+$923.5 
SSNC SS&C Technologies Holdings Inc.
+1.51%
+$3,444.48 
KRE SPDR S&P Regional Banking ETF
+1.5%
+$13,174.98 
MA Mastercard Incorporated
+1.49%
+$12,448.8 
PGR Progressive Corporation
+1.49%
+$382.5 
ESLT Elbit Systems Ltd.
+1.49%
+$1,883.97 
VEEV Veeva Systems Inc.
+1.48%
+$717.5 
SO The Southern Company
+1.47%
+$4,630.09 
DUK Duke Energy Corporation
+1.46%
+$1,643.48 
PPL PPL Corporation
+1.46%
+$182 
EOG EOG Resources, Inc.
+1.46%
+$72 
EPR EPR Properties
+1.45%
+$11,360.46 
ACN Accenture plc Class A
+1.45%
+$328.68 
JNJ Johnson & Johnson
+1.45%
+$64,870.47 
KVUE Kenvue Inc.
+1.44%
+$12,883.86 
CHD Church & Dwight Co., Inc.
+1.44%
+$476 
FRT Federal Realty Investment Trust
+1.44%
+$176 
BMY Bristol-Myers Squibb Company
+1.43%
+$1,527.96 
PSA Public Storage Common Stock
+1.43%
+$1,243.73 
XRT SPDR S&P Retail ETF
+1.43%
+$165.1 
EXEL Exelixis Inc.
+1.42%
+$282.03 
TRGP Targa Resources Corp.
+1.41%
+$195.5 
LNG Cheniere Energy Inc.
+1.39%
+$106.8 
SSD Simpson Manufacturing Co., Inc.
+1.39%
+$554.4 
NJR New Jersey Resources Corporation
+1.38%
+$160 
JHX James Hardie Industries plc
+1.37%
+$93.6 
V Visa Inc. Class A
+1.37%
+$35,628.66 
FE FirstEnergy Corp.
+1.37%
+$86.45 
DVY iShares Select Dividend ETF
+1.36%
+$683.55 
ABBV AbbVie Inc.
+1.35%
+$6,049.62 
REGN Regeneron Pharmaceuticals, Inc.
+1.35%
+$197.34 
MNSO Miniso Group Holding Ltd.
+1.35%
+$42.5 
ES Eversource Energy
+1.34%
+$594 
NL NL Industries Inc.
+1.33%
+$1,928 
INVH Invitation Homes Inc.
+1.32%
+$1,186.97 
PFE Pfizer Inc.
+1.31%
+$8,728.28 
WPC W. P. Carey Inc.
+1.3%
+$149.6 
INTU Intuit Inc.
+1.3%
+$7.25 
MATV Mativ Holdings Inc.
+1.29%
+$1,962 
SFGYY Sony Financial Group Inc. - ADR
+1.27%
+$0.96 
NKE Nike, Inc. - Class B
+1.26%
+$54 
PG Procter & Gamble Co
+1.26%
+$11,779.38 
BLK BlackRock, Inc.
+1.24%
+$20,821.6 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.24%
+$171.6 
ZION Zions Bancorporation, National Association
+1.22%
+$2,098.25 
TM Toyota Motor Corporation
+1.22%
+$32.33 
XOM Exxon Mobil Corporation
+1.21%
+$15,312.5 
TDUP ThredUp Inc.
+1.2%
+$8,800 
CVX Chevron Corporation
+1.15%
+$6,376.59 
TREX Trex Company, Inc.
+1.15%
+$1,523.5 
RGA Reinsurance Group of America, Inc.
+1.14%
+$79.95 
DIS The Walt Disney Company
+1.14%
+$15,930.78 
MLM Martin Marietta Materials, Inc.
+1.13%
+$3,472.2 
XLE Energy Select Sector SPDR Fund
+1.11%
+$1,140.93 
TWI Titan International Inc.
+1.11%
+$1,963.5 
YOU Clear Secure Inc.
+1.1%
+$1.2 
FCNCB First Citizens BancShares Inc.
+1.09%
+$160 
NC NACCO Industries Inc.
+1.09%
+$2,420.51 
SHEL Shell plc
+1.09%
+$58.88 
COP ConocoPhillips
+1.09%
+$11,614.79 
APA APA Corporation
+1.08%
+$2,196.32 
AEP American Electric Power Company, Inc.
+1.07%
+$695.8 
EPAM Epam Systems Inc.
+1.07%
+$4,797.8 
GILD Gilead Sciences Inc.
+1.06%
+$3,479.02 
BDRBF Bombardier Inc.
+1.06%
+$150.76 
RGR Sturm, Ruger & Company, Inc.
+1.05%
+$1,114.4 
BURCA Burnham Holdings Inc.
+1.04%
+$2,065.25 
UAA Under Armour Inc.
+1.02%
+$112 
GLPI Gaming and Leisure Properties, Inc.
+1.01%
+$101.46 
HE Hawaiian Electric Industries Inc.
+1%
+$2,038.5 
M Macy's Inc.
+0.98%
+$464.6 
HNRG Hallador Energy Company
+0.97%
+$1,246.4 
HON Honeywell International Inc.
+0.97%
+$250.56 
EQT EQT Corporation
+0.95%
+$39.96 
BNED Barnes & Noble Education Inc.
+0.94%
+$0.48 
XLRE The Real Estate Select Sector SPDR Fund
+0.94%
+$299.46 
D Dominion Energy, Inc.
+0.92%
+$393.25 
NEE NextEra Energy, Inc.
+0.91%
+$1,202.04 
DHR Danaher Corporation
+0.9%
+$66.6 
SPGI S&P Global Inc.
+0.88%
+$3,057.58 
INCY Incyte Corporation
+0.87%
+$165.73 
ACM Aecom
+0.87%
+$1,803.6 
TMO Thermo Fisher Scientific Inc.
+0.87%
+$1,961.86 
KMI Kinder Morgan, Inc.
+0.87%
+$61.32 
COF Capital One Financial Corporation
+0.87%
+$181 
WDAY Workday Inc.
+0.87%
+$40.51 
RRC Range Resources Corporation
+0.86%
+$40.3 
PEG Public Service Enterprise Group Incorporated
+0.84%
+$2,591.56 
PCG PG&E Corporation
+0.83%
+$435 
XLU Utilities Select Sector SPDR Fund
+0.81%
+$446.76 
CWCO Consolidated Water Co. Ltd.
+0.79%
+$1,224.52 
SELF Global Self Storage Inc.
+0.78%
+$304.44 
GXO GXO Logistics Inc.
+0.77%
+$28 
VSNT Versant Media Group, Inc.
+0.75%
+$135 
AKRE Akre Focus ETF
+0.73%
+$86.67 
VPU Vanguard Utilities ETF
+0.72%
+$7.08 
FXI iShares China Large-Cap ETF
+0.71%
+$3,299.41 
VIPS Vipshop Holdings Ltd - ADR
+0.7%
+$30 
CLH Clean Harbors Inc.
+0.68%
+$10.35 
SALM Salem Media Group Inc.
+0.68%
+$390.02 
KDEF PLUS Korea Defense Industry Index ETF
+0.68%
+$127.5 
CNC Centene Corporation
+0.68%
+$45 
GSK GSK plc Sponsored ADR
+0.67%
+$19.32 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
+0.66%
+$42.96 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.64%
+$7.2 
SRE Sempra
+0.62%
+$3,587.3 
OXY Occidental Petroleum Corporation
+0.62%
+$160.47 
BWMN Bowman Consulting Group Ltd.
+0.62%
+$697.66 
AXP American Express Company
+0.61%
+$6,718.87 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.6%
+$63.64 
HLX Helix Energy Solutions Group, Inc.
+0.58%
+$11 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$40.32 
SQ Block, Inc.
+0.57%
+$36.66 
NLY Annaly Capital Management, Inc.
+0.56%
+$78.65 
TXT Textron Inc.
+0.55%
+$608.09 
METCB Ramaco Resources Inc. Class B Common Stock
+0.55%
+$420.5 
CRON Cronos Group Inc.
+0.55%
+$904.5 
EPD Enterprise Products Partners L.P.
+0.55%
+$574 
SCHW Charles Schwab Corporation
+0.54%
+$189.2 
GD General Dynamics Corporation
+0.51%
+$37.2 
VVR Invesco Senior Income Trust
+0.51%
+$6,907.35 
XLB Materials Select Sector SPDR Fund
+0.51%
+$328.19 
CAG Conagra Brands Inc.
+0.5%
+$1,075.3 
CRL Charles River Laboratories International, Inc.
+0.5%
+$31.92 
DKS Dick's Sporting Goods, Inc.
+0.5%
+$854.88 
FISV Fiserv, Inc.
+0.5%
+$75 
VTV Vanguard Value ETF
+0.49%
+$241.87 
ROAD Construction Partners, Inc. Class A Common Stock
+0.49%
+$147.9 
WFC Wells Fargo & Company
+0.49%
+$1,914.79 
FVRR Fiverr International Ltd.
+0.49%
+$0.28 
CRM Salesforce Inc
+0.48%
+$481.14 
USMV iShares MSCI USA Min Vol Factor ETF
+0.48%
+$103.96 
WAT Waters Corporation
+0.48%
+$134.62 
CRH CRH plc
+0.47%
+$4,658.43 
EXPE Expedia Group, Inc.
+0.46%
+$61.56 
FDX FedEx Corporation
+0.45%
+$213 
BABA Alibaba Group Holding Limited SP ADR
+0.44%
+$1,508.95 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$159.16 
NVO Novo Nordisk A/S Sponsored ADR
+0.42%
+$586.24 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.41%
+$40.8 
CPAY Corpay, Inc.
+0.41%
+$178.8 
NTRSO Northern Trust Corporation 4.70% Non-Cumulative Perpetual Preferred Stock, Series E
+0.37%
+$28 
SHAK Shake Shack Inc.
+0.32%
+$19 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$4,857.5 
ADSK Autodesk, Inc.
+0.31%
+$1,480.92 
ADBE Adobe Inc.
+0.3%
+$1,294.11 
MMM 3M Company
+0.29%
+$513.36 
AMT American Tower Corporation
+0.27%
+$233.22 
MOS Mosaic Company
+0.26%
+$563.4 
DE Deere & Company
+0.26%
+$3,483.84 
CMG Chipotle Mexican Grill, Inc.
+0.23%
+$33.2 
HESAY Hermes International SCA Unsponsored ADR
+0.23%
+$22.44 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.22%
+$614.64 
DGX Quest Diagnostics Inc.
+0.2%
+$2,005.81 
VB Vanguard Small-Cap ETF
+0.15%
+$74.17 
LMT Lockheed Martin Corporation
+0.15%
+$191.51 
MDY SPDR S&P MidCap 400 ETF Trust
+0.15%
+$2.02 
IJH iShares Core S&P Mid-Cap ETF
+0.13%
+$12.5 
FESM Fidelity Enhanced Small Cap ETF
+0.13%
+$14.7 
XLF Financial Select Sector SPDR Fund
+0.12%
+$359.73 
IBN ICICI Bank Limited Sponsored ADR
+0.12%
+$12.25 
AAPL Apple Inc.
+0.11%
+$10,019.87 
BTU Peabody Energy Corporation
+0.11%
+$240 
LPRE Long Pond Real Estate Select ETF
+0.1%
+$4.5 
VO Vanguard Mid-Cap ETF
+0.09%
+$197.7 
IWM iShares Russell 2000 ETF
+0.09%
+$344.25 
JAZZ Jazz Pharmaceuticals plc
+0.09%
+$3.36 
WMG Warner Music Group Corp.
+0.07%
+$0.64 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
+0.06%
+$2 
HONA Honeywell Aerospace Inc.
+0.04%
+$10.44 
AES AES Corporation
+0.03%
+$7.85 
RGS Regis Corporation
+0.03%
+$64.12 
PYPL PayPal Holdings Inc
+0.02%
+$102.15 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$34.76 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$16.04 
LULU lululemon athletica inc.
+0.01%
+$0.63 
FMDE Fidelity Enhanced Mid Cap ETF
+0.01%
+$21.62 
LLY Eli Lilly and Company
+0.01%
+$72.39 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$63.51 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$4.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$3.5 
08344M101
0%
$0 
1338PS
0%
$0 
33739A100
0%
$0 
74762E110
0%
$0 
78648R102
0%
$0 
87612E110
0%
$0 
ACMR
0%
$0 
ADPT
0%
$0 
AGNC
0%
$0 
AGNT
0%
$0 
AIQ
0%
$0 
ALAB
0%
$0 
ANET
0%
$0 
APO
0%
$0 
APPCQ
0%
$0 
ARES
0%
$0 
AVGO
0%
$0 
AVTX
0%
$0 
AZN
0%
$0 
BATRK
0%
$0 
BE
0%
$0 
BLZE
0%
$0 
BN
0%
$0 
CB
0%
$0 
CGW
0%
$0 
CNF
0%
$0 
COIN
0%
$0 
COO
0%
$0 
CPRI
0%
$0 
CRVO CervoMed Inc.
0%
$0 
CTRI
0%
$0 
CWS
0%
$0 
CXW
0%
$0 
DMB
0%
$0 
EFOR
0%
$0 
ELANE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPC
0%
$0 
ESGOF Enstar Group Limited
0%
$0 
ET
0%
$0 
FOX
0%
$0 
FSM
0%
$0 
FTF Franklin Limited Duration Income Trust
0%
$0 
GL
0%
$0 
GOOG
0%
$0 
GOOGL
0%
$0 
HACK
0%
$0 
HMLPF
0%
$0 
HPQ
0%
$0 
HTHT
0%
$0 
JCI
0%
$0 
LIN
0%
$0 
LION
0%
$0 
LUNL
0%
$0 
MIR
0%
$0 
MRNA
0%
$0 
MRP
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
MT
0%
$0 
PCLN
0%
$0 
PDD
0%
$0 
PGF
0%
$0 
PHO
0%
$0 
PINS
0%
$0 
PPA
0%
$0 
RMNI Rimini Street Inc.
0%
$0 
RNA
0%
$0 
RSP
0%
$0 
RTX
0%
$0 
RVTY Revvity Inc.
0%
$0 
SPOT
0%
$0 
STRZ
0%
$0 
TREE
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE
0%
$0 
UL
0%
$0 
VICI
0%
$0 
VIV
0%
$0 
WBD
0%
$0 
ARI Apollo Commercial Real Estate Finance Inc.
-34.3%
-$3,072.75 
ASTS AST SpaceMobile, Inc.
-12.12%
-$8,034 
SNDK SanDisk Corporation
-8.13%
-$47,802.28 
GLW Corning Incorporated
-8%
-$251,365.05 
MRVL Marvell Technology, Inc.
-5.65%
-$9,712.78 
AGX Argan Inc.
-5.53%
-$5,231.25 
RCAT Red Cat Holdings, Inc.
-4.73%
-$8,250.28 
UAMY United States Antimony Corporation
-4.73%
-$5,099.78 
CLS Celestica Inc.
-4.56%
-$3,040.72 
MP MP Materials Corp.
-4.55%
-$8,104.5 
CSIQ Canadian Solar Inc.
-4.54%
-$9,246.24 
FRMI Fermi Inc.
-4.48%
-$3,346 
QCOM QUALCOMM Incorporated
-4.23%
-$41,048.87 
SMCI Super Micro Computer Inc
-4.18%
-$303.75 
ORLA Orla Mining Ltd.
-4.18%
-$156 
FIX Comfort Systems USA, Inc.
-4.17%
-$6,738.78 
TGB Taseko Mines Ltd.
-4.17%
-$310 
MU Micron Technology, Inc.
-4.12%
-$69,788.16 
MTZ MasTec, Inc. Common Stock
-4.07%
-$363.5 
NOW ServiceNow, Inc.
-4.02%
-$614.66 
ORCL Oracle Corporation
-4.01%
-$40,713.96 
CBRS Cerebras Systems Inc.
-3.97%
-$386.9 
EGO Eldorado Gold Corporation
-3.94%
-$208.8 
INTC Intel Corporation
-3.85%
-$13,052.16 
INTT Intest Corporation
-3.83%
-$5,258.4 
HAIN The Hain Celestial Group, Inc.
-3.81%
-$3,411.52 
KTOS Kratos Defense & Security Solutions, Inc.
-3.78%
-$4,664.28 
HBM Hudbay Minerals Inc.
-3.75%
-$206.25 
AMD Advanced Micro Devices, Inc.
-3.71%
-$174,148.28 
EQX Equinox Gold Corp.
-3.7%
-$138 
HL Hecla Mining Company
-3.69%
-$8,117.37 
SLV iShares Silver Trust
-3.56%
-$297.58 
SIVR abrdn Physical Silver Shares ETF
-3.54%
-$1,998.2 
GE General Electric Company
-3.52%
-$61,967.16 
CI The Cigna Group
-3.49%
-$51.95 
LSCC Lattice Semiconductor Corporation
-3.47%
-$644 
VELO Velo3D, Inc.
-3.39%
-$5,426.4 
FSLR First Solar, Inc.
-3.34%
-$3,413.79 
PAAS Pan American Silver Corp.
-3.33%
-$5,504.2 
MCHP Microchip Technology Incorporated
-3.32%
-$1,859 
IPGP IPG Photonics Corporation
-3.31%
-$4,230.45 
LRCX Lam Research Corporation
-3.3%
-$6,332.04 
SCOR Comscore Inc.
-3.23%
-$4,963.2 
TXN Texas Instruments Inc
-3.16%
-$5,064.64 
SBGSY Schneider Electric SE - Unsponsored ADR
-3.16%
-$341.04 
RDDT Reddit Inc Class A
-3.14%
-$1,833.42 
PLTR Palantir Technologies Inc.
-3.12%
-$4,683.02 
B BARRICK MINING CORP Common Stock (ABR0)
-3.06%
-$3,648.7 
UAL United Airlines Holdings, Inc.
-3.04%
-$202.4 
GEV GE Vernova Inc.
-2.96%
-$30,327.04 
IBM International Business Machines Corporation
-2.93%
-$43,143.28 
DELL Dell Technologies Inc.
-2.88%
-$1,033.56 
MS Morgan Stanley
-2.83%
-$2,326.32 
ETN Eaton Corporation plc
-2.83%
-$291.62 
RIO Rio Tinto Plc Sponsored ADR
-2.82%
-$79.2 
FCX Freeport-McMoRan Inc.
-2.8%
-$30,316.59 
CSCO Cisco Systems, Inc.
-2.78%
-$63,226.3 
EXTR Extreme Networks, Inc.
-2.77%
-$7,645.13 
GS The Goldman Sachs Group, Inc.
-2.75%
-$8,238.1 
IRDM Iridium Communications Inc.
-2.66%
-$200.72 
CAT Caterpillar Inc.
-2.66%
-$83,557.6 
MYRG Myr Group Inc.
-2.64%
-$240.9 
HTZ Hertz Global Holdings, Inc.
-2.63%
-$2,960 
RIVN Rivian Automotive, Inc.
-2.63%
-$2.81 
EOSE Eos Energy Enterprises Inc.
-2.55%
-$2,684.74 
BTBT Bit Digital, Inc.
-2.53%
-$4,284 
LIT GLOBAL X LITHIUM & BATTERY T
-2.53%
-$26.93 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
-2.51%
-$152 
ICLN iShares Global Clean Energy ETF
-2.46%
-$1,388.85 
ARKK ARK Innovation ETF Fund
-2.43%
-$576.63 
IXN iShares Global Tech ETF
-2.43%
-$254.6 
PLAB Photronics Inc.
-2.42%
-$4,803.12 
CRWD CrowdStrike Holdings, Inc.
-2.42%
-$880 
JBL Jabil Inc.
-2.41%
-$122.88 
XLK State Street Technology Select Sector SPDR ETF
-2.37%
-$21,994.5 
EME EMCOR Group, Inc.
-2.34%
-$53.97 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.32%
-$435.6 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
-2.29%
-$194.4 
FLNA Filana Therapeutics, Inc.
-2.27%
-$1 
PLUG Plug Power Inc.
-2.26%
-$2,712 
NVDA NVIDIA Corporation
-2.23%
-$157,210.75 
CLF Cleveland-Cliffs Inc.
-2.23%
-$2,692.8 
DY Dycom Industries Inc.
-2.15%
-$92.1 
META Meta Platforms Inc Class A
-2.14%
-$56,259.84 
KLAC KLA Corporation
-2.13%
-$3,400.9 
CXDO Crexendo, Inc.
-2.1%
-$2,122.72 
VGT Vanguard Information Technology ETF
-2.1%
-$3,562.3 
TSLA Tesla, Inc.
-2%
-$370.12 
BYRN Byrna Technologies Inc.
-1.98%
-$772.04 
HWM Howmet Aerospace Inc.
-1.96%
-$416.48 
JEF Jefferies Financial Group Inc.
-1.85%
-$376.3 
SRAD Sportradar Group AG
-1.79%
-$3,172.5 
ITA iShares U.S. Aerospace & Defense ETF
-1.78%
-$252 
AUTL Autolus Therapeutics plc American Depositary Receipt
-1.77%
-$2.68 
GLD SPDR Gold Shares
-1.76%
-$16,879.74 
RYCEY Rolls-Royce Holdings plc
-1.75%
-$41.25 
ING ING Groep N.V. Sponsored ADR
-1.74%
-$148.48 
EWJ iShares MSCI Japan ETF
-1.72%
-$3,419.64 
IAU iShares Gold Trust
-1.72%
-$576.4 
INO Inovio Pharmaceuticals, Inc.
-1.71%
-$0.08 
SOFI SoFi Technologies, Inc.
-1.71%
-$2.75 
SOLS Sollensys Corp
-1.66%
-$50.5 
AFRM Affirm Holdings, Inc.
-1.62%
-$132.03 
CEG Constellation Energy Corporation
-1.6%
-$103.12 
DB Deutsche Bank AG
-1.59%
-$997.6 
VEOEY Veolia Environnement S.A. ADR
-1.58%
-$204 
KODK Eastman Kodak Company
-1.55%
-$1,992.5 
AMKBY A.P. Moller-Maersk A/S Unsponsored ADR
-1.54%
-$2.2 
CRSR Corsair Gaming Inc.
-1.53%
-$2,201.1 
VIK Viking Holdings Ltd
-1.53%
-$522 
IWF iShares Russell 1000 Growth ETF
-1.52%
-$443.68 
AMAT Applied Materials, Inc.
-1.52%
-$50,527.79 
IWY iShares Russell Top 200 Growth ETF
-1.51%
-$87.4 
GLNCY Glencore plc
-1.51%
-$42.4 
IGV iShares Expanded Tech-Software Sector ETF
-1.51%
-$268.85 
PNR Pentair plc
-1.49%
-$67.2 
TIMB TIM S.A. Sponsored ADR
-1.48%
-$82.5 
FFTY Innovator IBD 50 ETF
-1.4%
-$41.62 
SRVR Pacer Data & Infrastructure Real Estate ETF
-1.39%
-$27.95 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.33%
-$14.4 
SCHF Schwab International Equity ETF
-1.31%
-$405.83 
HII Huntington Ingalls Industries Inc.
-1.29%
-$15,755.62 
VWO Vanguard FTSE Emerging Markets ETF
-1.29%
-$3,220.65 
IXUS iShares Core International Stock ETF
-1.26%
-$16,428.81 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$22.47 
PKBK Parke Bancorp Inc.
-1.25%
-$1,328 
ELDN Eledon Pharmaceuticals Inc.
-1.24%
-$0.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.24%
-$88 
TEL TE Connectivity plc
-1.24%
-$69.72 
SKYX Skyx Platforms Corp
-1.2%
-$2,142 
C Citigroup Inc.
-1.19%
-$5,852.35 
VUG Vanguard Growth ETF
-1.19%
-$387.74 
FLR Fluor Corporation
-1.18%
-$1,545 
DXJ WisdomTree Japan Hedged Equity Fund
-1.18%
-$405.6 
BYND Beyond Meat Inc.
-1.14%
-$0.03 
SNPS Synopsys, Inc.
-1.14%
-$72.53 
TD The Toronto-Dominion Bank
-1.12%
-$1,198.31 
ARGT GLOBAL X MSCI ARGENTINA ETF
-1.12%
-$159.75 
XBI SPDR S&P Biotech ETF
-1.11%
-$14,638.62 
OLED Universal Display Corporation
-1.08%
-$3,269.49 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-1.03%
-$54.15 
EQIX Equinix, Inc.
-1.02%
-$426.61 
BA Boeing Company
-1%
-$8,558.52 
NXDR Nextdoor Holdings, Inc.
-0.99%
-$3,640 
BX Blackstone Inc.
-0.94%
-$7,103.11 
LYFT Lyft Inc.
-0.92%
-$7,498.5 
NRG NRG Energy, Inc.
-0.91%
-$12,825.54 
KKR KKR & Co. Inc.
-0.84%
-$9,678.95 
MSFT Microsoft Corp.
-0.79%
-$59,189.33 
DAL Delta Air Lines, Inc.
-0.76%
-$178.75 
EUFN iShares MSCI Europe Financials ETF
-0.74%
-$104.1 
CARR Carrier Global Corporation
-0.73%
-$29.29 
JPM JPMorgan Chase & Co.
-0.72%
-$22,220.09 
NACP Impact Shares NAACP Minority Empowerment ETF
-0.71%
-$36.12 
NSRGY Nestle S.A. Sponsored ADR
-0.67%
-$150.5 
OTEX Open Text Corporation
-0.66%
-$725.55 
SQNS Sequans Communications S.A. - ADR
-0.65%
-$2.76 
TDY Teledyne Technologies Incorporated
-0.63%
-$1,489.15 
ASML ASML Holding N.V. New York Registry Shares
-0.63%
-$10,940.44 
HDB HDFC Bank Limited ADR
-0.63%
-$206.25 
NCMI National CineMedia, Inc.
-0.63%
-$2,005.05 
IRM Iron Mountain Inc.
-0.61%
-$300.2 
FELC Fidelity Enhanced Large Cap Core ETF
-0.57%
-$91.14 
OEF iShares S&P 100 ETF
-0.57%
-$595.72 
BAC Bank of America Corporation
-0.55%
-$1,957.38 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$1,273.49 
CCL Carnival Corporation Ltd.
-0.51%
-$49.95 
BBP Virtus LifeSci Biotech Products ETF
-0.51%
-$70.46 
FNMA Fannie Mae
-0.5%
-$21 
AMZN Amazon.com Inc
-0.49%
-$28,734.3 
SENEA Seneca Foods Corporation Class A
-0.49%
-$817.54 
VOO Vanguard S&P 500 ETF
-0.47%
-$10,870.2 
PFF iShares Preferred and Income Securities ETF
-0.47%
-$61.62 
SCHB Schwab U.S. Broad Market ETF
-0.46%
-$270.48 
IVV iShares Core S&P 500 ETF
-0.46%
-$1,080.73 
NFLX Netflix, Inc.
-0.38%
-$1,139.04 
Z Zillow Group Inc.
-0.34%
-$26.45 
VIRC Virco Mfg. Corporation
-0.33%
-$0.04 
ZBRA Zebra Technologies Corporation
-0.32%
-$684.75 
PANW Palo Alto Networks, Inc.
-0.29%
-$195.88 
XLI Industrial Select Sector SPDR Fund
-0.28%
-$731.34 
GSBD Goldman Sachs BDC Inc.
-0.28%
-$2.5 
NTES NetEase, Inc. American Depositary Receipt
-0.27%
-$33.25 
ABNB Airbnb, Inc.
-0.26%
-$76.83 
HFRO Highland Opportunities and Income Fund
-0.26%
-$36 
LHX L3Harris Technologies, Inc.
-0.26%
-$44.1 
TIGO Millicom International Cellular S.A.
-0.25%
-$353.76 
LQMT Liquidmetal Technologies Inc.
-0.25%
-$200 
EWH iShares MSCI Hong Kong ETF
-0.23%
-$55 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.22%
-$5.49 
MS-PL Morgan Stanley
-0.21%
-$16 
CMC Commercial Metals Company
-0.19%
-$48.1 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.18%
-$2,655 
APD Air Products and Chemicals, Inc.
-0.18%
-$234.36 
ITEQ Amplify BlueStar Israel Technology ETF
-0.18%
-$1.84 
MANU Manchester United plc
-0.18%
-$4 
SSSS SuRo Capital Corp.
-0.17%
-$423 
BND Vanguard Total Bond Market Index Fund
-0.17%
-$6.37 
XLC Communication Services Select Sector SPDR Fund
-0.17%
-$482.43 
EVV Eaton Vance Limited Duration Income Fund
-0.16%
-$71.25 
DD DuPont de Nemours, Inc.
-0.16%
-$20 
TEI Templeton Emerging Markets Income Fund
-0.15%
-$2 
SKYW SkyWest Inc.
-0.15%
-$305.37 
FAX Abrdn Asia-Pacific Income Fund Inc
-0.14%
-$10 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.14%
-$8 
ERC Allspring Multi-Sector Income Fund
-0.11%
-$1,589.7 
LDOS Leidos Holdings Inc.
-0.09%
-$18.8 
IBB iShares Biotechnology ETF
-0.09%
-$284.58 
PAVE Global X U.S. Infrastructure Development ETF
-0.07%
-$6 
PSA-PL Public Storage
-0.06%
-$10 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.05%
-$14.5 
BGT BlackRock Floating Rate Income Trust
-0.05%
-$669.3 
BEP Brookfield Renewable Partners L.P.
-0.03%
-$0.25 
LUV Southwest Airlines Co.
-0.02%
-$2.4 Events
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Dividends
Dividend Analysis
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| Trades 6887 | Longs Won 3437/6887 49% | Profit Factor 2.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $89,820.9 |
| Average Win $21,903.39 | Best Trade (Jul 17) $3.83M | Sharpe Ratio -696.17 |
| Average Loss -$8,834.47 | Worst Trade (Sep 29) -$742,654.35 | Z-Score 2.22 (97.34%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 5d | Expectancy $6,504.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for mike Chen?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $1.62M, Advanced Micro Devices, Inc - $1.35M, Applied Materials, Inc - $1.24M, GE Vernova Inc - $798,089.88, and Corning Incorporated - $776,807.14. 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: Alphabet Inc - $855,648.8, IQVIA Holdings Inc - $711,271.05, Salesforce Inc - $704,917.84, PayPal Holdings Inc - $685,804.76, and United Parcel Service, Inc - $520,879.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does mike Chen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.64M earned over time. The largest contributors to dividend income include Nuveen Floating Rate Income Fund - $939,428.15, Johnson & Johnson - $430,604.51, Invesco Variable Rate Preferred ETF - $319,382.73, Microsoft Corp - $295,698.92, and Pfizer Inc - $269,008.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are mike Chen's monthly returns?
mike Chen'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 mike Chen's strategy be considered aggressive or moderate?
mike Chen's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow mike Chen's strategy?
mike Chen's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
