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:
35.54%
Gain +0.81%
Monthly
0.46%
Yearly
5.66%
Drawdown
11.44%
$540.28M
Equity
Holdings
$540.28M
Investment
$379.43M
$158.27M
Profit +$5.51M
Realized
-$2.59M
Unrealized
$160.86M
Dividends
$23.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.81%
Profit
$5.51M
Win %
76%
This Week
Compared To Last Week
Gain
-1.62%
Profit
-$8.89M
Win %
76%
This Month
Compared to last month
Gain
-2.09%
Profit
-$11.51M
Win %
76%
This Year
Compared to last year
Gain
2.38%
Profit
$12.58M
Win %
76%
W Wayfair Inc.
+12.72%
+$375,316.74 
MU Micron Technology, Inc.
+11.38%
+$1.28M 
ASML ASML Holding N.V. New York Registry Shares
+9.71%
+$65,486.21 
INTC Intel Corporation
+9.42%
+$98,552.16 
AMD Advanced Micro Devices, Inc.
+8.09%
+$35,811.82 
KF Korea Fund Inc.
+7.12%
+$56,694.27 
GDXJ VanEck Junior Gold Miners ETF
+7.04%
+$12,844.15 
EVTL Vertical Aerospace Ltd.
+6.52%
+$2,235.06 
HON Honeywell International Inc.
+6.47%
+$27,052.92 
TECK Teck Resources Ltd.
+6.29%
+$55,400.15 
KMX CarMax Inc.
+6.08%
+$21,915.55 
AREC American Resources Corporation
+5.58%
+$1,150 
TXN Texas Instruments Inc
+5.51%
+$19,173.15 
GDX VanEck Gold Miners ETF
+5.39%
+$55,357.82 
B BARRICK MINING CORP Common Stock (ABR0)
+5.27%
+$23,192.68 
AMGN Amgen Inc.
+4.97%
+$49,112.91 
STLA Stellantis N.V.
+4.87%
+$15,417.6 
DHI D.R. Horton, Inc.
+4.8%
+$18,754.56 
CAT Caterpillar Inc.
+4.73%
+$37,506.42 
LMT Lockheed Martin Corporation
+4.4%
+$16,809.52 
EEM iShares MSCI Emerging Markets ETF
+4.37%
+$16,924.58 
NKE Nike, Inc. - Class B
+4.36%
+$68,204.64 
CCJ Cameco Corporation
+4.18%
+$11,910 
GE General Electric Company
+4.17%
+$21,022.24 
DLTR Dollar Tree, Inc.
+4.12%
+$48,222.45 
IBKR Interactive Brokers Group Inc.
+3.92%
+$17,714.8 
RTX RTX Corporation
+3.83%
+$72,080 
RBLX Roblox Corporation
+3.83%
+$21,601.74 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$70,304.94 
GRBK Green Brick Partners Inc.
+3.79%
+$10,431.5 
ABEV Ambev S.A.
+3.7%
+$4,025 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$13,543.27 
CRBG Corebridge Financial Inc.
+3.61%
+$7,112.84 
AVGO Broadcom Inc.
+3.59%
+$33,814.16 
SBUX Starbucks Corporation
+3.58%
+$34,798.54 
VSGX Vanguard ESG International Stock ETF
+3.52%
+$20,894.48 
VGT Vanguard Information Technology ETF
+3.37%
+$22,680 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$72,821.58 
VEU Vanguard FTSE All-World ex-US ETF
+3.31%
+$36,974.16 
C Citigroup Inc.
+3.29%
+$20,097.42 
XLI Industrial Select Sector SPDR Fund
+3.25%
+$15,787.2 
GS The Goldman Sachs Group, Inc.
+3.23%
+$34,032.98 
XLB Materials Select Sector SPDR Fund
+3.22%
+$8,869.8 
GLD SPDR Gold Shares
+3.21%
+$44,946.76 
EFA iShares MSCI EAFE ETF
+3.14%
+$24,970.4 
IAUM iShares Gold Trust Micro
+3.13%
+$29,835 
IAU iShares Gold Trust
+3.13%
+$839,919.8 
FIVE Five Below, Inc.
+3.02%
+$41,895.77 
EBAY eBay Inc.
+2.9%
+$28,724.44 
PH Parker-Hannifin Corporation
+2.83%
+$6,979.51 
IYJ iShares U.S. Industrials ETF
+2.81%
+$8,860.32 
IBB iShares Biotechnology ETF
+2.79%
+$16,140.18 
VMC Vulcan Materials Company
+2.74%
+$10,045.63 
IVOO Vanguard S&P Mid-Cap 400 ETF
+2.56%
+$7,560.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.5%
+$20,053.2 
VB Vanguard Small-Cap ETF
+2.48%
+$12,937.04 
IJH iShares Core S&P Mid-Cap ETF
+2.48%
+$6,424 
COF Capital One Financial Corporation
+2.45%
+$10,509.6 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.44%
+$11,916.54 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$36,210.48 
HD The Home Depot, Inc.
+2.42%
+$34,946.68 
CSCO Cisco Systems, Inc.
+2.4%
+$8,262.15 
FEOE First Eagle Overseas Equity ETF
+2.39%
+$14,556.25 
IDV iShares International Select Dividend ETF
+2.38%
+$7,263.63 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$32,604.63 
LLY Eli Lilly and Company
+2.37%
+$19,869.52 
NVDA NVIDIA Corporation
+2.32%
+$78,458.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$7,281.73 
WBD Warner Bros. Discovery, Inc.
+2.17%
+$16,191.42 
ESGV Vanguard ESG U.S. Stock ETF
+2.04%
+$28,258.47 
XMHQ Invesco S&P MidCap Quality ETF
+2%
+$4,678.28 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.93%
+$119,528.99 
DIS The Walt Disney Company
+1.92%
+$23,441.15 
NYT New York Times Co.
+1.9%
+$6,064.57 
VUG Vanguard Growth ETF
+1.88%
+$21,948.6 
DXJ WisdomTree Japan Hedged Equity Fund
+1.86%
+$29,668.67 
AOA iShares Core Aggressive Allocation ETF
+1.85%
+$4,495.04 
VO Vanguard Mid-Cap ETF
+1.85%
+$20,090 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$6,745.2 
BKNG Booking Holdings Inc.
+1.83%
+$55,439.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$45,022.99 
GNR SPDR S&P Global Natural Resources ETF
+1.77%
+$43,951.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.77%
+$16,960.32 
IVV iShares Core S&P 500 ETF
+1.74%
+$16,612 
AXP American Express Company
+1.74%
+$281,370.18 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$44,230.84 
VOO Vanguard S&P 500 ETF
+1.7%
+$29,229.31 
VTV Vanguard Value ETF
+1.68%
+$70,292.4 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$7,136 
BX Blackstone Inc.
+1.66%
+$9,788.93 
XYL Xylem Inc.
+1.66%
+$3,038.8 
CEG Constellation Energy Corporation
+1.62%
+$3,222.76 
RSP Invesco S&P 500 Equal Weight ETF
+1.6%
+$19,671.33 
OEF iShares S&P 100 ETF
+1.59%
+$12,882.16 
QLTY GMO U.S. Quality ETF
+1.48%
+$6,013.2 
MRK Merck & Co., Inc.
+1.45%
+$7,579.15 
JPM JPMorgan Chase & Co.
+1.43%
+$164,689.36 
DE Deere & Company
+1.42%
+$26,483.66 
AMZN Amazon.com Inc
+1.4%
+$198,446.1 
FEGE First Eagle Global Equity ETF
+1.27%
+$18,867.22 
ABNB Airbnb, Inc.
+1.24%
+$35,878.18 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$5,172.41 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$16,715.82 
VHT Vanguard Health Care ETF
+1.21%
+$4,760.99 
AAPL Apple Inc.
+1.19%
+$320,669 
PYPL PayPal Holdings Inc
+1.18%
+$3,214.08 
LBRDK Liberty Broadband Corporation
+1.09%
+$2,403.1 
CHTR Charter Communications Inc
+1.07%
+$2,309.39 
LXRX Lexicon Pharmaceuticals, Inc.
+1.06%
+$240 
BAC Bank of America Corporation
+1.01%
+$43,741.5 
XLC Communication Services Select Sector SPDR Fund
+1%
+$1,904.76 
PHO Invesco Water Resources ETF
+0.97%
+$2,086.4 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.95%
+$66,838.12 
MCD McDonald's Corporation
+0.93%
+$4,255.36 
GVLU Gotham 1000 Value ETF
+0.92%
+$70,403.83 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$19,598.86 
RY Royal Bank of Canada
+0.77%
+$4,388.04 
BN Brookfield Corporation
+0.72%
+$140,038.4 
MGM MGM Resorts International
+0.7%
+$8,989.86 
BLK BlackRock, Inc.
+0.7%
+$10,618.71 
DVY iShares Select Dividend ETF
+0.64%
+$1,640 
MKL Markel Group Inc.
+0.63%
+$34,025.38 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$1,445.36 
GOOG Alphabet Inc
+0.54%
+$203,247.63 
UNP Union Pacific Corporation
+0.53%
+$1,295.79 
ABT Abbott Laboratories
+0.49%
+$1,039.72 
WFC Wells Fargo & Company
+0.48%
+$9,776.25 
NSC Norfolk Southern Corporation
+0.47%
+$7,171.75 
PLTR Palantir Technologies Inc.
+0.47%
+$7,382.1 
IEI iShares 3-7 Year Treasury Bond ETF
+0.43%
+$1,168 
PPLI People Incorporated
+0.4%
+$2,935.39 
FXI iShares China Large-Cap ETF
+0.39%
+$770.31 
TIP iShares TIPS Bond ETF
+0.35%
+$4,022.09 
PEG Public Service Enterprise Group Incorporated
+0.32%
+$702.5 
AIG American International Group Inc.
+0.29%
+$946 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$5,506.8 
BHF Brighthouse Financial Inc.
+0.27%
+$1,035.81 
UHAL-B U-Haul Holding Company
+0.26%
+$5,381.74 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$817.76 
MUB iShares National Muni Bond ETF
+0.23%
+$872.5 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.22%
+$7,588.3 
VPU Vanguard Utilities ETF
+0.19%
+$895.4 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$2,392.5 
XLU Utilities Select Sector SPDR Fund
+0.17%
+$1,066.35 
GOOGL Alphabet Inc
+0.16%
+$15,882.72 
VTEB Vanguard Tax-Exempt Bond ETF
+0.16%
+$2,202.4 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$87,703.7 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$986 
ABBV AbbVie Inc.
+0.11%
+$1,960.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$18,912.47 
JNJ Johnson & Johnson
+0.09%
+$2,855.65 
KKR KKR & Co. Inc.
+0.08%
+$899.07 
ANTM Anthem Inc
0%
$0 
BAM
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
LEN
0%
$0 
ORCL Oracle Corporation
-8.46%
-$522,752.74 
NOW ServiceNow, Inc.
-2.77%
-$4,512.9 
SPGI S&P Global Inc.
-2.75%
-$57,297.03 
OXY Occidental Petroleum Corporation
-2.69%
-$60,633.96 
XOM Exxon Mobil Corporation
-2.61%
-$188,435.64 
FANG Diamondback Energy Inc
-2.51%
-$8,292.26 
BABA Alibaba Group Holding Limited SP ADR
-2.4%
-$40,309.04 
ADP Automatic Data Processing Inc.
-2.23%
-$12,262.17 
CRM Salesforce Inc
-2.14%
-$21,162.12 
CVX Chevron Corporation
-2.01%
-$21,590.64 
MSFT Microsoft Corp.
-1.85%
-$139,796.81 
VDE Vanguard Energy ETF
-1.84%
-$8,150.98 
IYE iShares U.S. Energy ETF
-1.79%
-$7,708.48 
RSG Republic Services, Inc.
-1.69%
-$6,267.6 
ACN Accenture plc Class A
-1.58%
-$2,619 
EPD Enterprise Products Partners L.P.
-1.31%
-$3,877.83 
DHR Danaher Corporation
-1.3%
-$15,296.26 
TMO Thermo Fisher Scientific Inc.
-1.2%
-$3,945.61 
KO The Coca-Cola Company
-1.18%
-$12,039.66 
V Visa Inc. Class A
-1.1%
-$7,497.34 
ICE Intercontinental Exchange, Inc.
-1.05%
-$11,397.48 
LNG Cheniere Energy Inc.
-0.97%
-$2,916.35 
ED Consolidated Edison, Inc.
-0.87%
-$2,063.3 
COST Costco Wholesale Corporation
-0.74%
-$22,574.88 
SCHW Charles Schwab Corporation
-0.73%
-$21,774.35 
META Meta Platforms Inc Class A
-0.55%
-$65,774.98 
UNH UnitedHealth Group Incorporated
-0.47%
-$30,746.72 
ORLY O'Reilly Automotive Inc.
-0.46%
-$964.87 
MA Mastercard Incorporated
-0.46%
-$10,662.34 
PEP PepsiCo, Inc.
-0.42%
-$991.22 
BDX Becton, Dickinson and Company
-0.41%
-$6,997.91 
PG Procter & Gamble Co
-0.41%
-$3,747.21 
SHEL Shell plc
-0.41%
-$2,988.68 
FISV Fiserv, Inc.
-0.28%
-$466.65 
SOR Source Capital
-0.28%
-$2,623.25 
ACGL Arch Capital Group Ltd
-0.23%
-$2,023.37 
WMT Walmart Inc.
-0.14%
-$611.45 
AMP Ameriprise Financial, Inc.
-0.14%
-$2,398.08 
NEE NextEra Energy, Inc.
-0.11%
-$309.13 
TJX The TJX Companies, Inc.
-0.11%
-$328.5 
HDV iShares Core High Dividend ETF
-0.05%
-$163.2 
NICE Nice Ltd. Sponsored ADR
-0.04%
-$139.6 
BRK-B Berkshire Hathaway Inc.
0%
-$1,123.25 Events
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Dividends
Dividend Analysis
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| Trades 2065 | Longs Won 1239/2065 60% | Profit Factor 8.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $659,780.26 |
| Average Win $145,235.94 | Best Trade (Jun 11) $17.67M | Sharpe Ratio -3.75 |
| Average Loss -$26,246.35 | Worst Trade (Jun 10) -$1.32M | Z-Score 7.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w | Expectancy $76,643.02 |
| 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 | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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