CC
Cheung Chan Portfolio
Invests via Chemistry Wealth Management LLC | Managed by Chemistry Wealth Management LLC
Invests via Chemistry Wealth Management LLC
Managed by Chemistry Wealth Management LLC
Automatically Tracked
Cheung Chan Profile
With a dynamic career in financial services, Cheung Chan stands out as an influential figure within the realm of private equity investment. His expertise is underpinned by years of hands-on experience managing portfolios that align with emerging market trends, specifically focusing on technology-driven sectors. Drawing from a strong background in corporate finance and strategy consulting, he has cultivated valuable insights that enhance deal sourcing and value creation for his investments. As an active contributor to industry discussions and trends, his network extends across diverse capital markets, positioning him as a sought-after advisor for both established firms and innovative startups looking to navigate complex funding environments.
With a dynamic career in financial services, Cheung Chan stands out as an influential figure within the realm of private equity investment. His expertise is underpinned by years of hands-on experience managing portfolios that align with emerging market trends, specifically focusing on technology-driven sectors. Drawing from a strong background in corporate finance and strategy consulting, he has cultivated valuable insights that enhance deal sourcing and value creation for his investments. As an active contributor to industry discussions and trends, his network extends across diverse capital markets, positioning him as a sought-after advisor for both established firms and innovative startups looking to navigate complex funding environments.
Investment Philosophy & Strategy
Market dynamics in technology-driven sectors present unique opportunities for growth. Cheung Chan leverages his extensive experience in financial services to identify high-potential investments that align with evolving consumer needs and innovation trends. With a solid foundation in corporate finance, he emphasizes strategic partnerships and operational efficiencies to enhance the value of his portfolio companies. By prioritizing collaboration within his network, he accelerates access to critical resources necessary for scaling businesses effectively. His approach not only aims at capital appreciation but also at fostering sustainable business practices, making him a key player in navigating today's competitive investment landscape.
Market dynamics in technology-driven sectors present unique opportunities for growth. Cheung Chan leverages his extensive experience in financial services to identify high-potential investments that align with evolving consumer needs and innovation trends. With a solid foundation in corporate finance, he emphasizes strategic partnerships and operational efficiencies to enhance the value of his portfolio companies. By prioritizing collaboration within his network, he accelerates access to critical resources necessary for scaling businesses effectively. His approach not only aims at capital appreciation but also at fostering sustainable business practices, making him a key player in navigating today's competitive investment landscape.
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:
108.99%
Gain -0.08%
Monthly
1.07%
Yearly
13.61%
Drawdown
18.91%
$647.13M
Equity
Holdings
$647.13M
Investment
$484.51M
$180.31M
Profit -$785,720.41
Realized
$17.69M
Unrealized
$162.62M
Dividends
$27M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$785,720.41
Win %
75%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$785,720.41
Win %
75%
This Month
Compared to last month
Gain
2.68%
Profit
$16.9M
Win %
75%
This Year
Compared to last year
Gain
2.61%
Profit
$16.54M
Win %
75%
LULU lululemon athletica inc.
+4.23%
+$26,313.19 
FIVE Five Below, Inc.
+3.1%
+$48,722.34 
JNJ Johnson & Johnson
+2.56%
+$94,209.75 
GEV GE Vernova Inc.
+2.51%
+$6,257.7 
MU Micron Technology Inc.
+2.42%
+$8,245 
MS Morgan Stanley Common Stock
+2.41%
+$13,228.12 
NVDA NVIDIA Corporation
+2.23%
+$73,658.24 
NYT New York Times Co. Class A Common Stock
+2.16%
+$6,544.5 
C Citigroup Inc.
+2.06%
+$10,450.53 
AMAT Applied Materials Inc.
+2.03%
+$3,382.47 
CSCO Cisco Systems, Inc.
+1.96%
+$6,088.17 
MGM MGM Resorts International
+1.96%
+$19,129.58 
BNY Bank of New York Mellon Corp.
+1.92%
+$7,844.64 
WFC Wells Fargo & Company
+1.89%
+$27,534 
AMGN Amgen Inc. Common Stock
+1.86%
+$22,794.27 
LMT Lockheed Martin Corporation
+1.85%
+$8,187.21 
GS The Goldman Sachs Group, Inc.
+1.76%
+$5,693.67 
BAC Bank of America Corporation
+1.75%
+$63,565.12 
NKE Nike, Inc. Class B Common Stock
+1.72%
+$25,683.2 
AVGO Broadcom Inc.
+1.67%
+$13,770.78 
RTX RTX Corporation
+1.66%
+$34,470.64 
ASML ASML Holding N.V. NY Registered Shares
+1.64%
+$10,407.04 
COF Capital One Financial Corp.
+1.54%
+$12,965.59 
ADI Analog Devices, Inc.
+1.52%
+$3,587.85 
SBUX Starbucks Corp.
+1.52%
+$13,445.64 
EVTL Vertical Aerospace Ltd.
+1.32%
+$84.44 
CROX Crocs, Inc.
+1.26%
+$4,182 
AMP Ameriprise Financial Inc.
+1.23%
+$24,174.27 
MKL Markel Group Inc.
+1.22%
+$72,960.16 
JPM JPMorgan Chase & Co.
+1.22%
+$148,441.02 
AMD Advanced Micro Devices Inc.
+1.2%
+$6,474.74 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.17%
+$5,700.16 
APPF AppFolio Inc Class A Common Stock
+1.04%
+$4,562.8 
DXJ WisdomTree Japan Hedged Equity Fund
+1.04%
+$17,342.91 
PH Parker-Hannifin Corporation
+1.01%
+$1,986.88 
ABBV AbbVie Inc.
+0.98%
+$19,987.46 
NSC Norfolk Southern Corp.
+0.98%
+$14,291.64 
INTC Intel Corporation
+0.95%
+$4,264.54 
BLK BlackRock, Inc.
+0.91%
+$13,279.12 
LLY Eli Lilly and Company
+0.9%
+$8,410.71 
ACGL Arch Capital Group Ltd.
+0.89%
+$9,219.24 
MOH Molina Healthcare Inc.
+0.88%
+$29,101.6 
XLI State Street Industrial Select Sector SPDR ETF
+0.87%
+$4,058.34 
TXN Texas Instruments Inc.
+0.85%
+$2,971.53 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+0.85%
+$7,079.98 
MCD McDonald's Corporation
+0.84%
+$3,450.28 
BHF Brighthouse Financial Inc.
+0.84%
+$2,186.16 
WAT Waters Corporation
+0.84%
+$4,391.05 
KKR Korro Bio, Inc.
+0.78%
+$7,987.5 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
+0.73%
+$2,133 
IJH iShares Core S&P Mid-Cap ETF
+0.72%
+$1,830.4 
PEP PepsiCo, Inc.
+0.69%
+$1,536.36 
UNP Union Pacific Corp.
+0.68%
+$1,838 
TMO Thermo Fisher Scientific Inc.
+0.65%
+$2,811.95 
TECK Teck Resources Ltd Class B
+0.64%
+$4,954.83 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$2,811.81 
AXP American Express Company
+0.62%
+$97,793.1 
RY Royal Bank of Canada
+0.62%
+$2,098.08 
EMR Emerson Electric Co.
+0.61%
+$1,393.92 
UHAL-B U-Haul Holding Company
+0.6%
+$12,567.3 
SOR Source Capital
+0.6%
+$3,823.2 
WMT Walmart Inc.
+0.6%
+$3,539.25 
VTV Vanguard Morningstar Value ETF
+0.59%
+$28,229.72 
IVW iShares S&P 500 Growth ETF
+0.59%
+$1,921.32 
KMB Kimberly-Clark Corporation
+0.59%
+$1,748.6 
XLK State Street Technology Select Sector SPDR ETF
+0.58%
+$10,892.56 
FANG Diamondback Energy Inc.
+0.58%
+$1,842.12 
VBR Vanguard Small-Cap Value ETF
+0.56%
+$35,853.3 
IJR iShares Core S&P Small-Cap ETF
+0.56%
+$8,265.18 
DVY iShares Select Dividend ETF
+0.55%
+$1,440.41 
VHT Vanguard Health Care ETF
+0.53%
+$2,206.75 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.52%
+$7,494.12 
XLV State Street Health Care Select Sector SPDR ETF
+0.51%
+$13,334.48 
ED Consolidated Edison Inc.
+0.51%
+$1,221.89 
EFA iShares MSCI EAFE ETF
+0.51%
+$4,026.36 
QQQ Invesco QQQ Trust, Series 1
+0.5%
+$11,474.55 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.5%
+$4,446.9 
IWF iShares Russell 1000 Growth ETF
+0.48%
+$2,205.16 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$2,358.66 
SPY State Street SPDR S&P 500 ETF Trust
+0.46%
+$12,393.19 
NICE NICE Ltd. Sponsored ADR
+0.45%
+$4,323.55 
IVV iShares Core S&P 500 ETF
+0.44%
+$4,556.16 
VTI Vanguard Total Stock Market ETF
+0.44%
+$11,587.88 
VGT Vanguard Information Technology ETF
+0.44%
+$3,122.08 
IYJ iShares U.S. Industrials ETF
+0.43%
+$1,199.47 
BABA Alibaba Group Holding Ltd. ADR
+0.43%
+$5,955.93 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.42%
+$4,030.66 
IDHQ Invesco S&P International Developed Quality ETF
+0.42%
+$938.87 
VOO Vanguard S&P 500 ETF
+0.42%
+$8,832.68 
GVLU Gotham 1000 Value ETF
+0.42%
+$39,690.6 
CNEQ Alger Concentrated Equity ETF
+0.41%
+$1,119.87 
RSG Republic Services Inc.
+0.41%
+$1,723.59 
IYE iShares U.S. Energy ETF
+0.41%
+$2,092.8 
XLU State Street Utilities Select Sector SPDR ETF
+0.41%
+$2,439.15 
OEF iShares S&P 100 ETF
+0.39%
+$3,056.13 
COST Costco Wholesale Corp
+0.38%
+$11,737.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$4,526.12 
NEE NextEra Energy Inc.
+0.35%
+$1,338.37 
IDV iShares International Select Dividend ETF
+0.34%
+$1,017.61 
ESGV Vanguard ESG U.S. Stock ETF
+0.31%
+$4,493.2 
SCHW The Charles Schwab Corporation
+0.3%
+$9,167.12 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.3%
+$1,050.9 
VUG Vanguard Morningstar Growth ETF
+0.29%
+$3,573.82 
DHR Danaher Corp.
+0.29%
+$3,623.36 
IYW iShares U.S. Technology ETF
+0.25%
+$515.34 
GRBK Green Brick Partners, Inc.
+0.25%
+$994.88 
AOA iShares Core 80/20 Aggressive Allocation ETF
+0.24%
+$627.21 
MSGS Madison Square Garden Sports Corp.
+0.22%
+$448.05 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$136,830 
VSGX Vanguard ESG International Stock ETF
+0.22%
+$1,277.72 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.21%
+$9,610.05 
HDV iShares Core High Dividend ETF
+0.2%
+$652.8 
XLB State Street Materials Select Sector SPDR ETF
+0.2%
+$537 
GE General Electric Company
+0.19%
+$885.58 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.19%
+$16,080 
VPU Vanguard Utilities ETF
+0.18%
+$937.33 
LEN Lennar Corp. Class A Common Stock
+0.18%
+$1,143.75 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.15%
+$1,661.76 
VB Vanguard Small-Cap ETF
+0.15%
+$630 
MUB iShares National Muni Bond ETF
+0.14%
+$488.6 
IBB iShares Biotechnology ETF
+0.12%
+$880.85 
HCA HCA Healthcare, Inc.
+0.12%
+$2,879.25 
LNG Cheniere Energy Inc.
+0.11%
+$421.93 
QLTY GMO U.S. Quality ETF
+0.1%
+$647.73 
PPLI People Inc.
+0.1%
+$587.36 
XOM ExxonMobil Holdings Corporation
+0.1%
+$8,890.43 
BX Blackstone Inc.
+0.09%
+$516.78 
AMZN Amazon.com Inc
+0.08%
+$12,319.6 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$1,465.43 
PHO Invesco Water Resources ETF
+0.07%
+$167.62 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+0.06%
+$230.05 
TIP iShares TIPS Bond ETF
+0.06%
+$1,441.44 
TJX The TJX Companies, Inc.
+0.05%
+$127.35 
IEI iShares 3-7 Year Treasury Bond ETF
+0.05%
+$130.92 
OXY Occidental Petroleum Corp.
+0.05%
+$1,410.09 
DHI D.R. Horton, Inc.
+0.04%
+$186.06 
VDE Vanguard Energy ETF
+0.04%
+$188.93 
SPGI S&P Global Inc.
+0.03%
+$732.24 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$86.08 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.01%
+$2,426.74 
EPD Enterprise Products Partners L.P.
0%
-$0.01 
WBD Warner Bros. Discovery, Inc.
0%
$0 BAM
BAM
0%
$0 NYM
NYM
0%
$0 
MELI MercadoLibre Inc.
-12.62%
-$268,422.9 
ABEV Ambev S.A. ADR
-11.82%
-$13,650 
CHTR Charter Communications Inc. Class A Common Stock
-2.69%
-$8,211.04 
PYPL PayPal Holdings, Inc.
-2.63%
-$39,775.5 
CMCSA Comcast Corp. Class A Common Stock
-2.6%
-$17,649.26 
EBAY eBay Inc.
-2.31%
-$23,856.9 
DECK Deckers Outdoor Corporation
-2.03%
-$4,683.3 
BKNG Booking Holdings Inc.
-1.99%
-$58,399.56 
AAPL Apple Inc.
-1.87%
-$588,363.47 
RBLX Roblox Corp. Class A Common Stock
-1.48%
-$13,824.72 
QXO QXO Inc.
-1.48%
-$1,931.92 
DE Deere & Company
-1.46%
-$31,359.25 
PLTR Palantir Technologies Inc. Class A Common Stock
-1.45%
-$6,503.7 
ADBE Adobe Inc.
-1.41%
-$22,523.47 
META Meta Platforms Inc Class A
-1.4%
-$189,038.81 
ABNB Airbnb Inc. Class A Common Stock
-1.39%
-$70,423.58 
AREC American Resources Corp.
-1.32%
-$150 
B BARRICK MINING CORP Common Stock (ABR0)
-1.28%
-$5,523.77 
BNO United States Brent Oil Fund, LP
-1.28%
-$5,737.55 
MA Mastercard Inc. Class A Common Stock
-1.19%
-$35,764.3 
CRM Salesforce, Inc.
-1.02%
-$33,045.53 
VWO Vanguard FTSE Emerging Markets ETF
-0.98%
-$13,639.36 
ZTS Zoetis Inc. Class A Common Stock
-0.96%
-$23,314.17 
BDX Becton, Dickinson and Company
-0.96%
-$45,098.92 
EEM iShares MSCI Emerging Markets ETF
-0.9%
-$2,694.15 
V Visa Inc. Class A
-0.9%
-$20,212.53 
CCJ Cameco Corporation
-0.85%
-$2,010 
ORCL Oracle Corporation
-0.85%
-$2,442.81 
FISV Fiserv, Inc.
-0.84%
-$5,889.66 
GDXJ VanEck Junior Gold Miners ETF
-0.82%
-$1,772.84 
KO The Coca-Cola Company
-0.79%
-$8,356.31 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.76%
-$6,252.68 
FEGE First Eagle Global Equity ETF
-0.75%
-$37,329.24 
ICE Intercontinental Exchange, Inc.
-0.73%
-$9,249.95 
DIS The Walt Disney Company
-0.71%
-$4,728 
GDX VanEck Gold Miners ETF
-0.69%
-$7,546.55 
UBER Uber Technologies Inc.
-0.68%
-$6,896.89 
AKRE Akre Focus ETF
-0.64%
-$353,751.88 
FEOE First Eagle Overseas Equity ETF
-0.63%
-$8,805.01 
GOOG Alphabet Inc
-0.58%
-$204,045 
GOOGL Alphabet Inc
-0.53%
-$42,164.39 
ADP Automatic Data Processing Inc.
-0.44%
-$3,150.9 
MRK Merck & Co., Inc.
-0.4%
-$2,339.14 
PG The Procter & Gamble Company
-0.38%
-$3,613.05 
HD The Home Depot, Inc.
-0.37%
-$4,162.59 
UNH UnitedHealth Group Inc.
-0.37%
-$26,456.88 
ABT Abbott Laboratories
-0.37%
-$875.9 
CAT Caterpillar Inc.
-0.31%
-$1,873.68 
CACC Credit Acceptance Corporation
-0.29%
-$734.57 
BN Brookfield Corporation
-0.26%
-$45,245.9 
ELV Elevance Health, Inc.
-0.23%
-$15,620.43 
VMC Vulcan Materials Co.
-0.2%
-$705.08 
CEG Constellation Energy Corporation
-0.17%
-$360.36 
GNR State Street SPDR S&P Global Natural Resources ETF
-0.17%
-$4,733.04 
W Wayfair Inc. Class A Common Stock
-0.16%
-$8,215.74 
IAUM iShares Gold Trust Micro
-0.1%
-$2,222.2 
MSFT Microsoft Corporation Common Stock
-0.1%
-$10,243.16 
CVX Chevron Corporation
-0.09%
-$1,305.15 
GLD SPDR Gold Shares
-0.07%
-$991.34 
BRK-A Berkshire Hathaway Inc.
-0.07%
-$563 
IAU iShares Gold Trust
-0.04%
-$10,433.49 
VGSH Vanguard Short-Term Treasury ETF
-0.02%
-$11,445.48 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$133.94 Events
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Dividends
Dividend Analysis
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| Trades 2508 | Longs Won 1569/2508 62% | Profit Factor 7.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $642,362.34 |
| Average Win $133,035.34 | Best Trade (Oct 22) $18.21M | Sharpe Ratio -9.35 |
| Average Loss -$30,270.07 | Worst Trade (Oct 17) -$1.35M | Z-Score 7.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 1d | Expectancy $71,893.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 90,587 | $15.88M | $30.91M | - | $15.03M | 94.67% | -1.868% |
| ABBV AbbVie Inc. | 7,113 | $1.21M | $2.05M | - | $837,600.78 | 68.99% | +0.984% |
| ABEV Ambev S.A. ADR | 35,000 | $112,224.82 | $101,850 | - | -$10,374.82 | -9.24% | -11.818% |
| ABNB Airbnb Inc. Class A Common Stock | 29,466 | $3.67M | $5M | - | $1.32M | 36.05% | -1.389% |
| ABT Abbott Laboratories | 2,305 | $260,661.43 | $238,152.6 | - | -$22,508.83 | -8.64% | -0.366% |
| ACGL Arch Capital Group Ltd. | 10,187 | $968,099.4 | $1.05M | - | $77,035.86 | 7.96% | +0.89% |
| ADBE Adobe Inc. | 6,071 | $1.43M | $1.58M | - | $153,823.02 | 10.79% | -1.406% |
| ADI Analog Devices, Inc. | 603 | $239,493.52 | $239,403.06 | - | -$90.46 | -0.04% | +1.521% |
| ADP Automatic Data Processing Inc. | 2,334 | $555,337.16 | $706,758.54 | - | $151,421.38 | 27.27% | -0.444% |
| AKRE Akre Focus ETF | 930,926 | $49.21M | $55.18M | - | $5.97M | 12.13% | -0.637% |
| AMAT Applied Materials Inc. | 441 | $311,647.92 | $169,745.31 | - | -$141,902.61 | -45.53% | +2.033% |
| AMD Advanced Micro Devices Inc. | 1,046 | $607,631.83 | $547,037.08 | - | -$60,594.75 | -9.97% | +1.198% |
| AMGN Amgen Inc. Common Stock | 2,790 | $700,926.9 | $1.25M | - | $547,402.8 | 78.1% | +1.86% |
| AMP Ameriprise Financial Inc. | 4,009 | $1.31M | $2M | - | $687,373.94 | 52.47% | +1.225% |
| AMZN Amazon.com Inc | 64,840 | $10.43M | $16.09M | - | $5.66M | 54.26% | +0.077% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 2,727 | $230,790.56 | $263,455.47 | - | $32,664.91 | 14.15% | +0.239% |
| APPF AppFolio Inc Class A Common Stock | 2,074 | $336,156.7 | $441,388.68 | - | $105,231.98 | 31.3% | +1.045% |
| AREC American Resources Corp. | 10,000 | $16,700 | $11,250 | - | -$5,450 | -32.63% | -1.316% |
| ASML ASML Holding N.V. NY Registered Shares | 404 | $361,809.01 | $645,414.24 | - | $283,605.23 | 78.39% | +1.639% |
| AVGO Broadcom Inc. | 2,562 | $383,408.34 | $837,914.91 | - | $454,506.57 | 118.54% | +1.671% |
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FAQ
Which stocks have generated the highest profits for Cheung Chan?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology Inc - $12.67M, Vanguard Short-Term Treasury ETF - $7.9M, ExxonMobil Holdings Corporation - $4.36M, Apple Inc - $4.07M, and Oracle Corporation - $2.55M. 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: Cleveland-Cliffs Inc - $1.62M, Pfizer Inc - $1.08M, The Walt Disney Company - $641,240.25, Liberty Broadband Corporation - $638,519.85, and iShares Russell 1000 Growth ETF - $491,748.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cheung Chan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury ETF - $8.03M, Vanguard Short-Term Inflation-Protected Securities ETF - $2.68M, JPMorgan Chase & Co - $909,974.5, ExxonMobil Holdings Corporation - $848,768.99, and Gotham 1000 Value ETF - $619,863.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cheung Chan's monthly returns?
Cheung Chan'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 Cheung Chan's strategy be considered aggressive or moderate?
Cheung Chan'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 Cheung Chan's strategy?
Cheung Chan's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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