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:
56.87%
Gain -0.55%
Monthly
0.63%
Yearly
7.85%
Drawdown
17.78%
$161.83M
Equity
Holdings
$161.83M
Investment
$112.72M
$47.54M
Profit -$720,968.56
Realized
-$1.57M
Unrealized
$49.11M
Dividends
$10.94M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$720,968.56
Win %
68%
This Week
Compared To Last Week
Gain
-1.56%
Profit
-$2.57M
Win %
68%
This Month
Compared to last month
Gain
-0.91%
Profit
-$1.49M
Win %
68%
This Year
Compared to last year
Gain
-0.78%
Profit
-$1.26M
Win %
67%
ALAB
ALAB
+340.71%
+$84.02 AZN
AZN
+190.84%
+$19.02 GOOG
GOOGL
+173.08%
+$6,685.05 GOOG
GOOG
+166.76%
+$193.71 RTX
RTX
+163.59%
+$1,570.81 WBD
WBD
+145.44%
+$752.14 MRNA
MRNA
+137.45%
+$17.75 BE
BE
+123.6%
+$5.86 RNA
RNA
+113.09%
+$0.73 ACMR
ACMR
+99.43%
+$5.9 AVGO
AVGO
+79.41%
+$30.41 7476
74762E110
+70.55%
+$7.15 FOX
FOX
+64%
+$3.84 1338
1338PS
+61.72%
+$2.46 LION
LION
+59.63%
+$3.97 CXW
CXW
+58.98%
+$94.95 CTRI
CTRI
+42.84%
+$73.55 PHO
PHO
+35.2%
+$14.08 0834
08344M101
+27.29%
+$1.02 
PRGO Perrigo Company plc
+23.1%
+$29,232.6 ET
ET
+16.41%
+$5.58 MT
MT
+15.84%
+$1.23 UL
UL
+15.33%
+$44.43 7864
78648R102
+13.64%
+$20.43 
SHAK Shake Shack Inc.
+12.25%
+$811 
FUBO FuboTV Inc.
+11.62%
+$19,003.2 JCI
JCI
+11.58%
+$39.03 
SKY Skyline Champion Corporation
+10.69%
+$33,404.8 
ESGOF Enstar Group Limited
+9.32%
+$358 
EQX Equinox Gold Corp.
+7.72%
+$296 
VMHG Victory Marine Holdings Corp.
+7.69%
+$2,107.5 
HL Hecla Mining Company
+7.47%
+$16,377.15 
B BARRICK MINING CORP Common Stock (ABR0)
+7.43%
+$9,420.28 ARES
ARES
+7.15%
+$0.73 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+7.11%
+$480 HTHT
HTHT
+6.77%
+$0.32 
KTOS Kratos Defense & Security Solutions, Inc.
+6.69%
+$8,609.07 PPA
PPA
+6.61%
+$6.03 
NXDR Nextdoor Holdings, Inc.
+6.06%
+$20,384 
MCK McKesson Corporation
+5.64%
+$1,263.6 MRP
MRP
+5.59%
+$2.23 
TREX Trex Company, Inc.
+5.42%
+$7,769.85 
LLY Eli Lilly and Company
+4.86%
+$28,011.05 
HBM Hudbay Minerals Inc.
+4.56%
+$282.5 
CNC Centene Corporation
+4.56%
+$292 
TGB Taseko Mines Ltd.
+4.47%
+$350 
CMC Commercial Metals Company
+4.19%
+$1,124.8 
LQMT Liquidmetal Technologies Inc.
+4.17%
+$4,000 
GLD SPDR Gold Shares
+4.14%
+$39,953.91 
RGS Regis Corporation
+3.66%
+$6,219.64 
DIS The Walt Disney Company
+3.65%
+$51,612.86 
NVDA NVIDIA Corporation
+3.44%
+$240,946.16 
HTZ Hertz Global Holdings, Inc.
+3.31%
+$2,960 TREE
TREE
+3.29%
+$6.62 
AMKBY A.P. Moller-Maersk A/S Unsponsored ADR
+3.24%
+$4.62 
NRG NRG Energy, Inc.
+3.15%
+$37,560.51 
COLM Columbia Sportswear Company
+3.11%
+$89.5 
FCX Freeport-McMoRan Inc.
+3.1%
+$37,053.61 
INO Inovio Pharmaceuticals, Inc.
+2.58%
+$0.07 
RIO Rio Tinto Plc Sponsored ADR
+2.52%
+$75 
NKE Nike, Inc. - Class B
+2.21%
+$92 
FNMA Fannie Mae
+2.12%
+$84 
MCD McDonald's Corporation
+2.11%
+$6,344.86 
NTES NetEase, Inc. American Depositary Receipt
+2.04%
+$253.65 
CMG Chipotle Mexican Grill, Inc.
+2.01%
+$282.2 
BTU Peabody Energy Corporation
+1.97%
+$4,224 
RYCEY Rolls-Royce Holdings plc
+1.94%
+$50 
SQNS Sequans Communications S.A. - ADR
+1.84%
+$6.9 
CI The Cigna Group
+1.82%
+$25 
XLE Energy Select Sector SPDR Fund
+1.76%
+$1,865.33 
ORLY O'Reilly Automotive Inc.
+1.75%
+$1,382.99 
ABNB Airbnb, Inc.
+1.71%
+$506.29 
SCHW Charles Schwab Corporation
+1.57%
+$574.48 
DB Deutsche Bank AG
+1.52%
+$980.4 
TD The Toronto-Dominion Bank
+1.47%
+$1,511.84 
HD The Home Depot, Inc.
+1.41%
+$12,235.32 
LIT GLOBAL X LITHIUM & BATTERY T
+1.34%
+$14.4 
YOU Clear Secure Inc.
+1.31%
+$1.46 
WHR Whirlpool Corporation
+1.28%
+$2,483.49 
CPB The Campbell's Company
+1.27%
+$29 
EXEL Exelixis Inc.
+1.25%
+$249.9 
METCB Ramaco Resources Inc. Class B Common Stock
+1.24%
+$791.52 
UNH UnitedHealth Group Incorporated
+1.24%
+$5,745.6 
HFRO Highland Opportunities and Income Fund
+1.21%
+$162 
LEN-B Lennar Corporation
+1.21%
+$13,304.51 
ADSK Autodesk, Inc.
+1.19%
+$6,474.72 
TOL Toll Brothers Inc
+1.13%
+$26,029.58 
AON Aon plc
+1.09%
+$97.5 
GE General Electric Company
+1.04%
+$19,254.78 
CRM Salesforce Inc
+1.04%
+$1,182.06 
REGN Regeneron Pharmaceuticals, Inc.
+1.04%
+$174.24 
URI United Rentals, Inc.
+1.04%
+$47.64 
AIG American International Group Inc.
+1.01%
+$11,703.2 
FLNA Filana Therapeutics, Inc.
+1%
+$0.4 
LEN Lennar Corporation
+0.99%
+$546.1 
SBUX Starbucks Corporation
+0.98%
+$484.1 
PGR Progressive Corporation
+0.95%
+$251.25 
CVS CVS Health Corporation
+0.91%
+$8,882.5 
DGX Quest Diagnostics Inc.
+0.91%
+$10,765.36 
SKYW SkyWest Inc.
+0.89%
+$2,148.12 
WFC Wells Fargo & Company
+0.88%
+$3,473.34 
TSCO Tractor Supply Company
+0.88%
+$14.5 
NJR New Jersey Resources Corporation
+0.87%
+$100 
IBB iShares Biotechnology ETF
+0.87%
+$2,762.12 
BBP Virtus LifeSci Biotech Products ETF
+0.86%
+$117.14 
GLPI Gaming and Leisure Properties, Inc.
+0.86%
+$86.64 
LOW Lowe's Companies Inc.
+0.85%
+$1,926.96 
MDLZ Mondelez International, Inc.
+0.84%
+$304.2 
FIVE Five Below, Inc.
+0.84%
+$50.22 
CL Colgate-Palmolive Company
+0.81%
+$180 
PNR Pentair plc
+0.79%
+$37.8 
WMG Warner Music Group Corp.
+0.78%
+$6.4 
NSRGY Nestle S.A. Sponsored ADR
+0.75%
+$161.25 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
+0.72%
+$39.9 
DHI D.R. Horton, Inc.
+0.72%
+$10.8 
CRON Cronos Group Inc.
+0.71%
+$1,206 
GS The Goldman Sachs Group, Inc.
+0.7%
+$1,924 
VIK Viking Holdings Ltd
+0.69%
+$257.52 
KVUE Kenvue Inc.
+0.61%
+$5,726.16 
MS Morgan Stanley
+0.57%
+$441.57 
NVO Novo Nordisk A/S Sponsored ADR
+0.56%
+$696.25 
C Citigroup Inc.
+0.56%
+$2,798.95 
BAC Bank of America Corporation
+0.56%
+$2,014.95 
MUSA Murphy USA Inc.
+0.55%
+$323 
MO Altria Group, Inc.
+0.54%
+$1,474.08 
AAPL Apple Inc.
+0.52%
+$45,724.78 
FXI iShares China Large-Cap ETF
+0.52%
+$2,558.73 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
+0.49%
+$40.8 
AFRM Affirm Holdings, Inc.
+0.45%
+$35 
HALO Halozyme Therapeutics Inc.
+0.43%
+$28.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.4%
+$7.2 
DAL Delta Air Lines, Inc.
+0.4%
+$101.75 
LULU lululemon athletica inc.
+0.39%
+$20.16 
BURCA Burnham Holdings Inc.
+0.38%
+$743.49 
MMM 3M Company
+0.35%
+$708.66 
VVR Invesco Senior Income Trust
+0.34%
+$4,604.9 
EVV Eaton Vance Limited Duration Income Fund
+0.33%
+$142.5 
SYK Stryker Corporation
+0.32%
+$12.84 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$5,224.15 
OCFC OceanFirst Financial Corp.
+0.3%
+$553.8 
CLIP Global X 1-3 Month T-Bill ETF
+0.3%
+$320.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.28%
+$182 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.28%
+$210 
EME EMCOR Group, Inc.
+0.28%
+$6.84 
CCL Carnival Corporation Ltd.
+0.27%
+$29.6 
MRK Merck & Co., Inc.
+0.26%
+$998.91 
BTI British American Tobacco p.l.c. ADR
+0.25%
+$60 
IBN ICICI Bank Limited Sponsored ADR
+0.23%
+$24.5 
INTC Intel Corporation
+0.2%
+$659.19 
QSR Restaurant Brands International Inc.
+0.19%
+$217.7 
LUV Southwest Airlines Co.
+0.18%
+$21.6 
ACN Accenture plc Class A
+0.18%
+$49.8 
JOE The St. Joe Company
+0.14%
+$1,217.43 
NSC Norfolk Southern Corporation
+0.14%
+$11.75 
EXR Extra Space Storage Inc.
+0.12%
+$9 
CLH Clean Harbors Inc.
+0.12%
+$1.85 
PAVE Global X U.S. Infrastructure Development ETF
+0.12%
+$10.5 
BGT BlackRock Floating Rate Income Trust
+0.09%
+$1,338.6 
RGA Reinsurance Group of America, Inc.
+0.08%
+$5.7 
WTRG Essential Utilities Inc.
+0.08%
+$37.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.07%
+$1.26 
CAG Conagra Brands Inc.
+0.07%
+$151.45 
XFLT XAI Octagon Floating Rate & Alternative Income Trust
+0.05%
+$2 
NX Quanex Building Products Corporation
+0.05%
+$82.9 
AES AES Corporation
+0.03%
+$7.85 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$59.25 
ING ING Groep N.V. Sponsored ADR
+0.03%
+$2.56 
ALCO Alico Inc.
+0.03%
+$50.11 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$127.01 
EWJ iShares MSCI Japan ETF
+0.01%
+$10.62 
TMO Thermo Fisher Scientific Inc.
0%
+$2.1 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ACM Aecom
0%
$0 
ADBE Adobe Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
AVAV AeroVironment Inc.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AXP American Express Company
0%
-$0.03 
AZO AutoZone Inc.
0%
$0 
BA Boeing Company
0%
$0 
BAX Baxter International Inc.
0%
$0 
BEP Brookfield Renewable Partners L.P.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BNED Barnes & Noble Education Inc.
0%
$0 
BTBT Bit Digital, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPK Chesapeake Utilities Corporation
0%
$0 
CRL Charles River Laboratories International, Inc.
0%
$0 
CRH CRH plc
0%
$0 
CRSR Corsair Gaming Inc.
0%
$0 
CRVO CervoMed Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.03 
CWCO Consolidated Water Co. Ltd.
0%
$0 
CXDO Crexendo, Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DY Dycom Industries Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EGO Eldorado Gold Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPR EPR Properties
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
FDX FedEx Corporation
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FSLY Fastly, Inc.
0%
$0 
FSLR First Solar, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GPI Group 1 Automotive Inc.
0%
$0 
GRBK Green Brick Partners Inc.
0%
$0 
GSBD Goldman Sachs BDC Inc.
0%
$0 
HAIN The Hain Celestial Group, Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HE Hawaiian Electric Industries Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
HLX Helix Energy Solutions Group, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HOV Hovnanian Enterprises Inc.
0%
$0 
HUM Humana Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
-$0.07 
INTU Intuit Inc.
0%
$0 
INVH Invitation Homes Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
IRDM Iridium Communications Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JAZZ Jazz Pharmaceuticals plc
0%
$0 
JEF Jefferies Financial Group Inc.
0%
$0 
JNJ Johnson & Johnson
0%
-$0.18 
JPM JPMorgan Chase & Co.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KODK Eastman Kodak Company
0%
$0 
KO The Coca-Cola Company
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LSCC Lattice Semiconductor Corporation
0%
$0 
M Macy's Inc.
0%
$0 
MA Mastercard Incorporated
0%
-$0.04 
MCHP Microchip Technology Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MNSO Miniso Group Holding Ltd.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MOS Mosaic Company
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NXRT NexPoint Residential Trust Inc.
0%
$0 
ORLA Orla Mining Ltd.
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.01 
PFGC Performance Food Group Co.
0%
$0 
PFS Provident Financial Services Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PLUG Plug Power Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PSA Public Storage Common Stock
0%
$0 
RCAT Red Cat Holdings, Inc.
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
RMNI Rimini Street Inc.
0%
$0 
RVTY Revvity Inc.
0%
$0 
RYN Rayonier Inc.
0%
$0 
SALM Salem Media Group Inc.
0%
$0 
SBGSY Schneider Electric SE - Unsponsored ADR
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SSD Simpson Manufacturing Co., Inc.
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
-$0.01 
TEL TE Connectivity plc
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TIMB TIM S.A. Sponsored ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXT Textron Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UAA Under Armour Inc.
0%
$0 
UNP Union Pacific Corporation
0%
+$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VEOEY Veolia Environnement S.A. ADR
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
ARGT GLOBAL X MSCI ARGENTINA ETF
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.02 
RDDT Reddit Inc Class A
0%
$0 
XYZ Block, Inc.
0%
$0 
FRMI Fermi Inc.
0%
$0 BN
BN
0%
$0 MIR
MIR
0%
$0 APPC
APPCQ
0%
$0 LIN
LIN
0%
$0 SPOT
SPOT
0%
$0 VIV
VIV
0%
$0 CB
CB
0%
$0 ADPT
ADPT
0%
$0 AGNT
AGNT
0%
$0 RSP
RSP
0%
$0 CGW
CGW
0%
$0 DMB
DMB
0%
$0 AIQ
AIQ
0%
$0 
FAX Abrdn Asia-Pacific Income Fund Inc
0%
$0 CNF
CNF
0%
$0 AGNC
AGNC
0%
$0 HMLP
HMLPF
0%
$0 TTE
TTE
0%
$0 CWS
CWS
0%
$0 ELAN
ELANE
0%
$0 EPC
EPC
0%
$0 3373
33739A100
0%
$0 BATR
BATRK
0%
$0 LUNL
LUNL
0%
$0 BLZE
BLZE
0%
$0 AVTX
AVTX
0%
$0 EFOR
EFOR
0%
$0 PCLN
PCLN
-94.2%
-$1,084.95 COO
COO
-82.96%
-$104.4 CPRI
CPRI
-56.24%
-$219.13 COIN
COIN
-48.45%
-$0.82 PINS
PINS
-35.03%
-$191.41 PDD
PDD
-34.39%
-$5.8 ANET
ANET
-33.35%
-$22.86 8761
87612E110
-31.35%
-$12.05 STRZ
STRZ
-26.83%
-$0.18 HACK
HACK
-26.74%
-$0.5 HPQ
HPQ
-25.28%
-$24.83 GL
GL
-25.21%
-$4.16 
ZBRA Zebra Technologies Corporation
-20.34%
-$62,258.28 
EXTR Extreme Networks, Inc.
-19.02%
-$55,596 
UAMY United States Antimony Corporation
-17.16%
-$19,131 APO
APO
-16.58%
-$2.71 
KDEF PLUS Korea Defense Industry Index ETF
-15.74%
-$3,317.5 FSM
FSM
-14.83%
-$1.03 
INTT Intest Corporation
-14.06%
-$18,967.8 
SPCX Space Exploration Technologies Corp. Class A
-13.61%
-$545.92 
MP MP Materials Corp.
-12.85%
-$21,972.2 
EOSE Eos Energy Enterprises Inc.
-12.18%
-$12,773 VICI
VICI
-9.02%
-$8.22 
RKT Rocket Companies, Inc. Class A
-8.57%
-$5,010.61 
RXO Rxo Inc.
-8.49%
-$131.6 
AGX Argan Inc.
-7.65%
-$7,323.75 
PLAB Photronics Inc.
-7.11%
-$15,476.72 
VELO Velo3D, Inc.
-7.01%
-$13,708.8 
BDRBF Bombardier Inc.
-6.71%
-$1,091.16 
QTEC First Trust NASDAQ-100 Technology Index Fund
-6.67%
-$1,280.4 
CLF Cleveland-Cliffs Inc.
-6.42%
-$9,669.6 
TDUP ThredUp Inc.
-6.32%
-$42,900 
GPC Genuine Parts Company
-6.17%
-$204.5 
CSIQ Canadian Solar Inc.
-6.04%
-$12,713.58 
HONA Honeywell Aerospace Inc.
-5.93%
-$1,489.44 
VGT Vanguard Information Technology ETF
-5.83%
-$10,178 
COTY Coty Inc.
-5.5%
-$11,366.4 
SNDK SanDisk Corporation
-5.4%
-$28,071.68 
UBER Uber Technologies, Inc.
-5.29%
-$3,924.3 
LYFT Lyft Inc.
-5.2%
-$43,491.3 
MATV Mativ Holdings Inc.
-5.11%
-$9,221.4 
SENEA Seneca Foods Corporation Class A
-5.05%
-$8,773.59 
RGR Sturm, Ruger & Company, Inc.
-5.01%
-$5,460.56 
ICLN iShares Global Clean Energy ETF
-4.83%
-$2,629.95 
IWF iShares Russell 1000 Growth ETF
-4.81%
-$1,411.28 
ESLT Elbit Systems Ltd.
-4.78%
-$7,027.26 
WAT Waters Corporation
-4.74%
-$1,407.75 
SIG Signet Jewelers Ltd.
-4.53%
-$1,212.75 
SKYX Skyx Platforms Corp
-4.39%
-$7,140 
LCII LCI Industries Inc.
-4.38%
-$234.5 
VUG Vanguard Growth ETF
-4.37%
-$1,447.08 
SMCI Super Micro Computer Inc
-4.32%
-$369.9 
GXO GXO Logistics Inc.
-4.22%
-$154.7 
AMT American Tower Corporation
-4.1%
-$3,640.26 
OTEX Open Text Corporation
-4.09%
-$5,223.96 
BYRN Byrna Technologies Inc.
-4.01%
-$2,074.8 
PAAS Pan American Silver Corp.
-4.01%
-$6,832.8 
RRC Range Resources Corporation
-3.95%
-$204.1 
SCOR Comscore Inc.
-3.89%
-$5,997.2 
BYND Beyond Meat Inc.
-3.72%
-$0.09 
XLI Industrial Select Sector SPDR Fund
-3.52%
-$9,407.03 
MRVL Marvell Technology, Inc.
-3.46%
-$6,305.81 
CVCO Cavco Industries Inc.
-3.45%
-$7,069.85 
BMY Bristol-Myers Squibb Company
-3.43%
-$4,110.94 
NACP Impact Shares NAACP Minority Empowerment ETF
-3.4%
-$174.25 
XLC Communication Services Select Sector SPDR Fund
-3.39%
-$9,401.2 
SRVR Pacer Data & Infrastructure Real Estate ETF
-3.32%
-$68.9 
FISV Fiserv, Inc.
-3.3%
-$552 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$237.6 
NOG Northern Oil and Gas Inc.
-3.28%
-$7,189.1 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.26%
-$8,043.45 
LRCX Lam Research Corporation
-3.25%
-$5,903.03 
BWMN Bowman Consulting Group Ltd.
-3.21%
-$3,786.06 
SCHB Schwab U.S. Broad Market ETF
-3.19%
-$1,919 
APA APA Corporation
-3.18%
-$6,767.04 
CBRS Cerebras Systems Inc.
-3.16%
-$380.54 
QCOM QUALCOMM Incorporated
-3.16%
-$28,038.7 
XLB Materials Select Sector SPDR Fund
-3.02%
-$2,020.59 
FNDA Schwab Fundamental U.S. Small Company ETF
-2.98%
-$34.2 
EQT EQT Corporation
-2.92%
-$130.9 
CHD Church & Dwight Co., Inc.
-2.9%
-$1,016.6 
ZION Zions Bancorporation, National Association
-2.88%
-$4,963.86 
FELC Fidelity Enhanced Large Cap Core ETF
-2.87%
-$468.72 
XRT SPDR S&P Retail ETF
-2.78%
-$334.1 
FFTY Innovator IBD 50 ETF
-2.76%
-$78.75 
SLV iShares Silver Trust
-2.75%
-$236.8 
SIVR abrdn Physical Silver Shares ETF
-2.74%
-$1,596.5 
PLTR Palantir Technologies Inc.
-2.6%
-$4,750.3 
AUTL Autolus Therapeutics plc American Depositary Receipt
-2.56%
-$5 
ITEQ Amplify BlueStar Israel Technology ETF
-2.54%
-$25.35 
TWI Titan International Inc.
-2.54%
-$4,389 
FMDE Fidelity Enhanced Mid Cap ETF
-2.51%
-$4,584.5 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-2.48%
-$247.68 
IPGP IPG Photonics Corporation
-2.47%
-$2,749.2 
COP ConocoPhillips
-2.46%
-$27,837.09 
JHX James Hardie Industries plc
-2.43%
-$179.4 
SOFI SoFi Technologies, Inc.
-2.41%
-$4.05 
HNRG Hallador Energy Company
-2.38%
-$2,804.4 
VO Vanguard Mid-Cap ETF
-2.34%
-$5,113.84 
OXY Occidental Petroleum Corporation
-2.32%
-$613.12 
WY Weyerhaeuser Company
-2.32%
-$60 
SHEL Shell plc
-2.31%
-$133.12 
SRE Sempra
-2.3%
-$12,308.15 
AMAT Applied Materials, Inc.
-2.27%
-$71,160.3 
CLS Celestica Inc.
-2.26%
-$1,669.61 
MKC McCormick & Company, Incorporated
-2.23%
-$696 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$160 
FIX Comfort Systems USA, Inc.
-2.19%
-$3,613.98 
FLR Fluor Corporation
-2.17%
-$2,884 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$5,473 
NSLR SuRo Capital Corp.
-2.15%
-$5,076 
TMUS T-Mobile US, Inc.
-2.12%
-$922.5 
NWPX NWPX Infrastructure, Inc.
-2.09%
-$2,216.93 
MYRG Myr Group Inc.
-2.09%
-$156.42 
GLNCY Glencore plc
-2.08%
-$62 
TXN Texas Instruments Inc
-2.08%
-$3,144.12 
IXUS iShares Core International Stock ETF
-2.08%
-$27,490.77 
VLO Valero Energy Corporation
-2.05%
-$475.5 
SCHF Schwab International Equity ETF
-2.04%
-$642.39 
SRAD Sportradar Group AG
-2.01%
-$3,055 
GLW Corning Incorporated
-2%
-$57,480.61 
LMT Lockheed Martin Corporation
-1.99%
-$2,955.97 
FVRR Fiverr International Ltd.
-1.97%
-$0.95 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$32,087.55 
EPAM Epam Systems Inc.
-1.95%
-$11,420.85 
ARI Apollo Commercial Real Estate Finance Inc.
-1.92%
-$110.5 
HESAY Hermes International SCA Unsponsored ADR
-1.91%
-$174.93 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.86%
-$5,200.81 
AKRE Akre Focus ETF
-1.84%
-$231.12 
AGM Federal Agricultural Mortgage Corporation
-1.83%
-$5,317.26 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-1.77%
-$104 
TSLA Tesla, Inc.
-1.77%
-$272.6 
VTV Vanguard Value ETF
-1.75%
-$882 
SELF Global Self Storage Inc.
-1.73%
-$684.99 
TM Toyota Motor Corporation
-1.73%
-$49.2 PGF
PGF
-1.73%
-$0.29 
NL NL Industries Inc.
-1.71%
-$2,410 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$180.6 
HII Huntington Ingalls Industries Inc.
-1.66%
-$23,589.31 
MAGC Roundhill China Magnificent Seven ETF
-1.63%
-$827.9 
XLF Financial Select Sector SPDR Fund
-1.62%
-$4,830.66 
PSX Phillips 66
-1.62%
-$577.82 
VSNT Versant Media Group, Inc.
-1.62%
-$295 
SOLS Sollensys Corp
-1.61%
-$51 
VIPS Vipshop Holdings Ltd - ADR
-1.6%
-$75 
ROAD Construction Partners, Inc. Class A Common Stock
-1.54%
-$475.6 
FDXF FedEx Freight Holding Company Inc.
-1.52%
-$162.75 
XOM Exxon Mobil Corporation
-1.51%
-$20,387.5 
AEP American Electric Power Company, Inc.
-1.47%
-$921.2 
ELDN Eledon Pharmaceuticals Inc.
-1.43%
-$0.05 
PCG PG&E Corporation
-1.43%
-$750 
BKH Black Hills Corporation
-1.43%
-$360.5 
LPRE Long Pond Real Estate Select ETF
-1.42%
-$64.05 
EUFN iShares MSCI Europe Financials ETF
-1.37%
-$201.26 
T AT&T Inc.
-1.37%
-$11,186.59 
THC Tenet Healthcare Corporation
-1.32%
-$317.3 
UPS United Parcel Service, Inc.
-1.29%
-$282 
EWH iShares MSCI Hong Kong ETF
-1.26%
-$319 
GNW Genworth Financial Inc.
-1.22%
-$204 
DVY iShares Select Dividend ETF
-1.22%
-$626.85 
NCMI National CineMedia, Inc.
-1.21%
-$4,010.1 
TIGO Millicom International Cellular S.A.
-1.15%
-$1,577.18 
TRGP Targa Resources Corp.
-1.09%
-$143.5 
MSFT Microsoft Corp.
-1.09%
-$101,495.04 
PYPL PayPal Holdings Inc
-1.04%
-$6,231.15 
SFGYY Sony Financial Group Inc. - ADR
-1.03%
-$0.8 
XLU Utilities Select Sector SPDR Fund
-1.02%
-$550.8 
PANW Palo Alto Networks, Inc.
-1%
-$706.56 
LNG Cheniere Energy Inc.
-0.98%
-$75.9 
DELL Dell Technologies Inc.
-0.98%
-$397.59 
PEG Public Service Enterprise Group Incorporated
-0.96%
-$2,823.64 
MANU Manchester United plc
-0.93%
-$21 
ORCL Oracle Corporation
-0.93%
-$10,331.63 
DE Deere & Company
-0.87%
-$12,308.04 
PG Procter & Gamble Co
-0.82%
-$7,662.93 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
-0.81%
-$56 
VB Vanguard Small-Cap ETF
-0.81%
-$402.61 
FRT Federal Realty Investment Trust
-0.81%
-$99 
SNPS Synopsys, Inc.
-0.75%
-$45.6 
DUK Duke Energy Corporation
-0.75%
-$844.44 
TEI Templeton Emerging Markets Income Fund
-0.75%
-$10 
NC NACCO Industries Inc.
-0.73%
-$1,598.45 
CMCSA Comcast Corp
-0.72%
-$19.8 
IAU iShares Gold Trust
-0.68%
-$228.8 
IGV iShares Expanded Tech-Software Sector ETF
-0.68%
-$131.1 
MHK Mohawk Industries, Inc.
-0.67%
-$28.21 
INCY Incyte Corporation
-0.66%
-$132 
VIRC Virco Mfg. Corporation
-0.66%
-$0.08 
PPL PPL Corporation
-0.65%
-$80.5 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$239.36 
IWM iShares Russell 2000 ETF
-0.64%
-$2,473.5 
CAT Caterpillar Inc.
-0.62%
-$18,782.34 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$60 
STZ Constellation Brands, Inc.
-0.59%
-$78 
IDXX IDEXX Laboratories, Inc.
-0.56%
-$13.24 
PSA-PL Public Storage
-0.56%
-$100 
FBP First BanCorp Puerto Rico
-0.55%
-$160 
FCNCB First Citizens BancShares Inc.
-0.53%
-$80 
XLK State Street Technology Select Sector SPDR ETF
-0.53%
-$5,063.8 
FTF Franklin Limited Duration Income Trust
-0.52%
-$7,307.4 
CPAY Corpay, Inc.
-0.5%
-$238.8 
Z Zillow Group Inc.
-0.5%
-$41.4 
FESM Fidelity Enhanced Small Cap ETF
-0.49%
-$58.8 
OKE ONEOK, Inc.
-0.47%
-$72.16 
WM Waste Management, Inc.
-0.42%
-$217.14 
MS-PL Morgan Stanley
-0.41%
-$32 
JBL Jabil Inc.
-0.41%
-$22.08 
NTRSO Northern Trust Corporation 4.70% Non-Cumulative Perpetual Preferred Stock, Series E
-0.41%
-$30 
CARR Carrier Global Corporation
-0.4%
-$15.08 
WDAY Workday Inc.
-0.38%
-$21.29 
XLP Consumer Staples Select Sector SPDR Fund
-0.37%
-$426.88 
IXN iShares Global Tech ETF
-0.37%
-$39.52 
BABA Alibaba Group Holding Limited SP ADR
-0.36%
-$1,347.8 
NLY Annaly Capital Management, Inc.
-0.35%
-$48.4 
PKBK Parke Bancorp Inc.
-0.35%
-$384.01 
OLED Universal Display Corporation
-0.34%
-$1,100.84 
ES Eversource Energy
-0.32%
-$138 
IWY iShares Russell Top 200 Growth ETF
-0.31%
-$17.8 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$10.71 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
-0.28%
-$3,982.5 
BYDDY BYD Company Limited
-0.25%
-$485.55 
PDER Pardee Resources Company Inc.
-0.25%
-$412.5 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.22%
-$5.5 
XLRE The Real Estate Select Sector SPDR Fund
-0.22%
-$71.3 
DKS Dick's Sporting Goods, Inc.
-0.21%
-$345.23 
CSCO Cisco Systems, Inc.
-0.2%
-$4,879.2 
ADP Automatic Data Processing Inc.
-0.2%
-$728.23 
VOO Vanguard S&P 500 ETF
-0.2%
-$4,554.07 
WPC W. P. Carey Inc.
-0.19%
-$22.4 
IVV iShares Core S&P 500 ETF
-0.18%
-$444.73 
EPD Enterprise Products Partners L.P.
-0.18%
-$196 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.18%
-$58 
SO The Southern Company
-0.16%
-$499.66 
TDY Teledyne Technologies Incorporated
-0.15%
-$388.32 
GSK GSK plc Sponsored ADR
-0.14%
-$3.92 
COF Capital One Financial Corporation
-0.13%
-$28 
ERC Allspring Multi-Sector Income Fund
-0.11%
-$1,589.7 
FRBA First Bank
-0.11%
-$130.44 
VDC VANGUARD CONSUMER STAPLES ETF
-0.07%
-$15 
GEV GE Vernova Inc.
-0.06%
-$552.91 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 6886 | Longs Won 3598/6886 52% | Profit Factor 2.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $93,522.26 |
| Average Win $22,059.78 | Best Trade (Sep 04) $3.71M | Sharpe Ratio -696.17 |
| Average Loss -$9,676.68 | Worst Trade (Sep 29) -$742,654.35 | Z-Score -13.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $6,904.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0834 08344M101 | 73 | $4.06 | $4.77 | - | $0.71 | 17.49% | +27.291% |
| 1338 1338PS | 130 | $3.98 | $6.44 | - | $2.46 | 61.81% | +61.724% |
| 3373 33739A100 | 148 | $9.28 | $9.28 | - | - | - | 0.0 |
| 7476 74762E110 | 24 | $10.13 | $17.28 | - | $7.15 | 70.58% | +70.551% |
| 7864 78648R102 | 39,300 | $151.66 | $170.17 | - | $18.51 | 12.2% | +13.645% |
| 8761 87612E110 | 270 | $38.44 | $26.39 | - | -$12.05 | -31.35% | -31.352% |
| AAPL Apple Inc. | 28,225 | $5.18M | $8.78M | - | $3.59M | 69.36% | +0.524% |
| ABBV AbbVie Inc. | 1,836 | $268,718.56 | $447,616.8 | - | $178,898.24 | 66.57% | 0.0 |
| ABNB Airbnb, Inc. | 197 | $24,506.8 | $30,040.53 | - | $5,533.73 | 22.58% | +1.714% |
| ABT Abbott Laboratories | 9,203 | $1.24M | $970,548.38 | - | -$265,916.92 | -21.51% | 0.0 |
| ACM Aecom | 3,006 | $209,818.8 | $227,704.5 | - | $17,885.7 | 8.52% | 0.0 |
| ACMR ACMR | 300 | $5.94 | $11.84 | - | $5.9 | 99.33% | +99.427% |
| ACN Accenture plc Class A | 166 | $47,444.46 | $28,341.18 | - | -$19,103.28 | -40.26% | +0.176% |
| ADBE Adobe Inc. | 1,946 | $875,295.39 | $501,075.52 | - | -$374,219.87 | -42.75% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,374 | $313,204.02 | $371,103.65 | - | $57,899.63 | 18.49% | -0.196% |
| ADPT ADPT | 3 | $0.05 | $0.05 | - | - | - | 0.0 |
| ADSK Autodesk, Inc. | 2,296 | $515,657.52 | $551,108.88 | - | $35,451.36 | 6.87% | +1.189% |
| AEP American Electric Power Company, Inc. | 490 | $37,293 | $61,970.3 | - | $24,677.3 | 66.17% | -1.465% |
| AES AES Corporation | 1,570 | $22,513.8 | $23,047.6 | - | $533.8 | 2.37% | +0.034% |
| AFRM Affirm Holdings, Inc. | 100 | $4,582 | $7,847 | - | $3,265 | 71.26% | +0.448% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.63M, Advanced Micro Devices, Inc - $1.35M, Applied Materials, Inc - $1.24M, GE Vernova Inc - $798,268.38, 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 - $704,989.44, PayPal Holdings Inc - $685,804.76, and United Parcel Service, Inc - $520,551.06. 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 $10.94M earned over time. The largest contributors to dividend income include Nuveen Floating Rate Income Fund - $944,479.55, Johnson & Johnson - $454,953.65, Invesco Variable Rate Preferred ETF - $319,382.73, Microsoft Corp - $312,962.53, and Pfizer Inc - $280,552.71. 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow mike Chen's strategy?
mike Chen'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.
