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:
93.63%
Gain -0.26%
Monthly
1.1%
Yearly
14.05%
Drawdown
18.89%
$633.65M
Equity
Holdings
$633.65M
Investment
$465.17M
$176.87M
Profit -$508,951.33
Realized
$8.4M
Unrealized
$168.47M
Dividends
$25.69M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.26%
Profit
-$508,951.33
Win %
76%
This Week
Compared To Last Week
Gain
-1.43%
Profit
-$9.19M
Win %
76%
This Month
Compared to last month
Gain
-1.52%
Profit
-$9.8M
Win %
76%
This Year
Compared to last year
Gain
2.82%
Profit
$17.38M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$2.33M 
GOOG Alphabet Inc
+6.88%
+$2.56M 
GOOGL Alphabet Inc
+6.73%
+$563,188.08 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$86,856.71 
CROX Crocs, Inc.
+3.52%
+$12,127.78 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$15,917.38 
META Meta Platforms Inc Class A
+3.28%
+$371,880.93 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$20,659.53 
MSFT Microsoft Corp.
+3.02%
+$263,587.67 
NVDA NVIDIA Corporation
+2.93%
+$99,359.83 
CACC Credit Acceptance Corporation
+2.38%
+$6,116.88 
APPF Appfolio Inc.
+2.37%
+$7,835.42 
CVX Chevron Corporation
+2.35%
+$28,091.8 
ORLY O'Reilly Automotive Inc.
+2.28%
+$4,626.75 
CSCO Cisco Systems, Inc.
+2.14%
+$7,056.72 
LNG Cheniere Energy Inc.
+2.13%
+$6,837.92 
CHTR Charter Communications Inc
+2.1%
+$5,885.5 
OXY Occidental Petroleum Corporation
+2%
+$52,536.96 
CRM Salesforce Inc
+1.83%
+$43,542.97 
ORCL Oracle Corporation
+1.81%
+$5,500.11 
HCA HCA Healthcare Inc.
+1.72%
+$4,855.19 
ZTS Zoetis Inc.
+1.66%
+$24,816.98 
SHEL Shell plc
+1.62%
+$11,124.96 
FANG Diamondback Energy Inc
+1.59%
+$4,922.64 
LMT Lockheed Martin Corporation
+1.5%
+$6,308.53 
BNO United States Brent Oil Fund, LP
+1.45%
+$4,539.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,801.92 
PH Parker-Hannifin Corporation
+1.43%
+$3,077.77 
GE General Electric Company
+1.42%
+$8,213.99 
SOR Source Capital
+1.37%
+$8,940.33 
CMCSA Comcast Corp
+1.23%
+$8,259.2 
WFC Wells Fargo & Company
+1.19%
+$18,755.76 
BN Brookfield Corporation
+1.19%
+$222,718.45 
AMAT Applied Materials, Inc.
+1.18%
+$2,401.31 
VUG Vanguard Growth ETF
+1.1%
+$15,717.93 
VDE Vanguard Energy ETF
+1.02%
+$4,561.31 
ADBE Adobe Inc.
+1.01%
+$4,525.55 
ADP Automatic Data Processing Inc.
+0.98%
+$6,045.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$13,349.84 
OEF iShares S&P 100 ETF
+0.95%
+$7,120.66 
IYE iShares U.S. Energy ETF
+0.93%
+$4,046.08 
UNP Union Pacific Corporation
+0.92%
+$2,453.74 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$69,929.28 
SCHW Charles Schwab Corporation
+0.87%
+$30,326.66 
GRBK Green Brick Partners Inc.
+0.86%
+$3,605.4 
GEV GE Vernova Inc.
+0.85%
+$2,360.04 
MCD McDonald's Corporation
+0.82%
+$3,610.22 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,115.1 
EMR Emerson Electric Co.
+0.79%
+$1,661.45 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,399.48 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,284.1 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$19,074.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$16,431.8 
CAT Caterpillar Inc.
+0.7%
+$5,034.95 
QLTY GMO U.S. Quality ETF
+0.7%
+$3,485.22 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,055.36 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$9,636.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$6,258.13 
PLTR Palantir Technologies Inc.
+0.65%
+$2,669.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,220.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,905.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$13,624.62 
MOH Molina Healthcare Inc.
+0.47%
+$14,275.64 
NSC Norfolk Southern Corporation
+0.46%
+$6,834.04 
IYW iShares U.S. Technology ETF
+0.46%
+$944.99 
KKR KKR & Co. Inc.
+0.45%
+$5,060.7 
EBAY eBay Inc.
+0.43%
+$4,561.92 
IYJ iShares U.S. Industrials ETF
+0.42%
+$1,330.06 
RTX RTX Corporation
+0.39%
+$9,133.32 
AVGO Broadcom Inc.
+0.37%
+$3,677.76 
PG Procter & Gamble Co
+0.37%
+$3,139.19 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$210,440.4 
BAC Bank of America Corporation
+0.36%
+$16,162.74 
MRK Merck & Co., Inc.
+0.32%
+$1,575.67 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$747.91 
IAC People Incorporated
+0.29%
+$1,831.2 
PHO Invesco Water Resources ETF
+0.27%
+$619.59 
JPM JPMorgan Chase & Co.
+0.27%
+$34,699.16 
AMP Ameriprise Financial, Inc.
+0.25%
+$5,135.02 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$7,518.05 
ADI Analog Devices, Inc.
+0.2%
+$446.21 
MS Morgan Stanley
+0.17%
+$1,099.81 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$690.49 
XYL Xylem Inc.
+0.13%
+$256.8 
BDX Becton, Dickinson and Company
+0.1%
+$3,543.31 
C Citigroup Inc.
+0.1%
+$595.35 
WMT Walmart Inc.
+0.09%
+$353.51 
ABT Abbott Laboratories
+0.09%
+$207.09 
FEGE First Eagle Global Equity ETF
+0.08%
+$2,865.4 
HDV iShares Core High Dividend ETF
+0.04%
+$108.8 
DIS The Walt Disney Company
+0.03%
+$200.64 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 BAM
BAM
0%
$0 NYM
NYM
0%
$0 
RBLX Roblox Corporation
-26.85%
-$225,653.55 
AAPL Apple Inc.
-7.35%
-$2.25M 
MU Micron Technology, Inc.
-5.9%
-$215,400.11 
W Wayfair Inc.
-5.44%
-$221,395.84 
EVTL Vertical Aerospace Ltd.
-4.62%
-$993.36 
GDXJ VanEck Junior Gold Miners ETF
-3.69%
-$7,891.3 
TECK Teck Resources Ltd.
-3.6%
-$29,337.75 
GDX VanEck Gold Miners ETF
-3.49%
-$36,616.87 
DECK Deckers Outdoor Corporation
-2.82%
-$6,595.07 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$6,298.98 
IBKR Interactive Brokers Group Inc.
-2.75%
-$11,456.49 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$10,934.81 
ABBV AbbVie Inc.
-2.51%
-$48,473.24 
KF Korea Fund Inc.
-2.46%
-$7,915.6 
BHF Brighthouse Financial Inc.
-2.43%
-$8,793.4 
ICE Intercontinental Exchange, Inc.
-2.42%
-$29,201.95 
MGM MGM Resorts International
-2.39%
-$37,257.29 
XLB Materials Select Sector SPDR Fund
-2.34%
-$6,496.49 
AREC American Resources Corporation
-2.19%
-$400 
CCJ Cameco Corporation
-2.1%
-$6,293.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,665.06 
IBB iShares Biotechnology ETF
-1.87%
-$12,197.83 
DHI D.R. Horton, Inc.
-1.7%
-$7,652.07 
UNH UnitedHealth Group Incorporated
-1.68%
-$121,144.62 
LEN Lennar Corporation
-1.67%
-$9,979.2 
GLD SPDR Gold Shares
-1.49%
-$21,429.02 
IAUM iShares Gold Trust Micro
-1.46%
-$28,358.4 
IAU iShares Gold Trust
-1.46%
-$391,106.56 
NKE Nike, Inc. - Class B
-1.37%
-$24,470.78 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$8,841.34 
NYT New York Times Co.
-1.24%
-$4,101.22 
TJX The TJX Companies, Inc.
-1.21%
-$3,118.06 
NEE NextEra Energy, Inc.
-1.15%
-$2,943.14 
DE Deere & Company
-1.13%
-$22,623.57 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$2,444.7 
TXN Texas Instruments Inc
-1.08%
-$3,723.68 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$28,782.78 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$2,334.5 
INTC Intel Corporation
-1.02%
-$6,918.27 
KO The Coca-Cola Company
-1.02%
-$10,768.5 
VMC Vulcan Materials Company
-0.98%
-$3,585.78 
XOM Exxon Mobil Corporation
-0.97%
-$73,049.85 
FIVE Five Below, Inc.
-0.93%
-$14,384.04 
FEOE First Eagle Overseas Equity ETF
-0.93%
-$13,027.04 
KMB Kimberly-Clark Corporation
-0.8%
-$2,385.68 
WAT Waters Corporation
-0.79%
-$3,561.08 
PYPL PayPal Holdings Inc
-0.76%
-$10,272.68 
VHT Vanguard Health Care ETF
-0.76%
-$2,950.73 
SPGI S&P Global Inc.
-0.74%
-$15,890.37 
ED Consolidated Edison, Inc.
-0.74%
-$1,790.1 
MA Mastercard Incorporated
-0.74%
-$20,293.77 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$12,130.56 
BLK BlackRock, Inc.
-0.73%
-$10,429.85 
VPU Vanguard Utilities ETF
-0.71%
-$3,803.92 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,964.59 
AMGN Amgen Inc.
-0.64%
-$6,909.31 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,423.99 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,110.38 
DHR Danaher Corporation
-0.61%
-$6,523.58 
ACGL Arch Capital Group Ltd
-0.6%
-$6,214.07 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$14,055.3 
SBUX Starbucks Corporation
-0.57%
-$5,351.4 
COF Capital One Financial Corporation
-0.54%
-$4,629.63 
LLY Eli Lilly and Company
-0.53%
-$4,376.82 
GVLU Gotham 1000 Value ETF
-0.51%
-$45,759.65 
LULU lululemon athletica inc.
-0.51%
-$1,928.21 
PEP PepsiCo, Inc.
-0.46%
-$1,057.28 
DVY iShares Select Dividend ETF
-0.45%
-$1,180.77 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,390.63 
HD The Home Depot, Inc.
-0.42%
-$4,890.09 
UHAL-B U-Haul Holding Company
-0.41%
-$11,075.22 
MELI MercadoLibre, Inc.
-0.41%
-$6,208.46 
VGT Vanguard Information Technology ETF
-0.38%
-$2,580.86 
AXP American Express Company
-0.38%
-$64,368.17 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,841.41 
RSG Republic Services, Inc.
-0.37%
-$1,357.98 
ABNB Airbnb, Inc.
-0.37%
-$16,493.74 
ABEV Ambev S.A.
-0.32%
-$350 
CEG Constellation Energy Corporation
-0.31%
-$663.39 
RY Royal Bank of Canada
-0.29%
-$1,309.08 
VTV Vanguard Value ETF
-0.27%
-$12,451.74 
BX Blackstone Inc.
-0.25%
-$1,590.11 
FISV Fiserv, Inc.
-0.24%
-$1,078.22 
COST Costco Wholesale Corporation
-0.24%
-$7,038.27 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$3,330.65 
VB Vanguard Small-Cap ETF
-0.22%
-$1,158.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,492.63 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,904.4 
MKL Markel Group Inc.
-0.2%
-$12,124.87 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$12,712.8 
EPD Enterprise Products Partners L.P.
-0.18%
-$438 
BKNG Booking Holdings Inc.
-0.18%
-$6,405.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,167.49 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$7,688.04 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$901.92 
ELV Elevance Health, Inc.
-0.15%
-$8,572.89 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$349.12 
IDV iShares International Select Dividend ETF
-0.14%
-$421.08 
MUB iShares National Muni Bond ETF
-0.11%
-$418.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$281.6 
TIP iShares TIPS Bond ETF
-0.1%
-$2,449.26 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$711 
AKRE Akre Focus ETF
-0.09%
-$46,084.05 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$237 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$258.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,262.75 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$33,217.07 
VO Vanguard Mid-Cap ETF
-0.05%
-$438.96 
V Visa Inc. Class A
-0.04%
-$738.03 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$429.25 
UBER Uber Technologies, Inc.
-0.01%
-$123.38 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$173.98 Events
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Dividends
Dividend Analysis
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| Trades 2366 | Longs Won 1468/2366 62% | Profit Factor 7.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $644,045.98 |
| Average Win $139,449.66 | Best Trade (Aug 05) $19.32M | Sharpe Ratio -11.57 |
| Average Loss -$31,005.05 | Worst Trade (Sep 11) -$1.47M | Z-Score 8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 3d | Expectancy $74,754.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 91,699 | $16.07M | $28.33M | - | $12.25M | 76.24% | -7.354% |
| ABBV AbbVie Inc. | 7,492 | $1.28M | $1.88M | - | $604,458.72 | 47.39% | -2.513% |
| ABEV Ambev S.A. | 35,000 | $112,224.82 | $108,850 | - | -$3,374.82 | -3.01% | -0.321% |
| ABNB Airbnb, Inc. | 29,453 | $3.67M | $4.46M | - | $791,221.49 | 21.55% | -0.368% |
| ABT Abbott Laboratories | 2,301 | $260,266.11 | $243,215.7 | - | -$17,050.41 | -6.55% | +0.085% |
| ACGL Arch Capital Group Ltd | 10,187 | $968,099.4 | $1.02M | - | $55,999.71 | 5.78% | -0.603% |
| ADBE Adobe Inc. | 1,803 | $401,240.87 | $451,489.23 | - | $50,248.36 | 12.52% | +1.013% |
| ADI Analog Devices, Inc. | 603 | $239,493.52 | $221,548.23 | - | -$17,945.29 | -7.49% | +0.202% |
| ADP Automatic Data Processing Inc. | 2,334 | $555,337.16 | $621,917.62 | - | $66,580.46 | 11.99% | +0.982% |
| AKRE Akre Focus ETF | 921,681 | $48.72M | $52.99M | - | $4.27M | 8.76% | -0.087% |
| AMAT Applied Materials, Inc. | 407 | $294,261 | $206,621.69 | - | -$87,639.31 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,046 | $607,631.83 | $498,052.89 | - | -$109,578.94 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 2,786 | $699,240.86 | $1.07M | - | $373,814.9 | 53.46% | -0.64% |
| AMP Ameriprise Financial, Inc. | 3,721 | $1.17M | $2.03M | - | $862,877.51 | 73.86% | +0.253% |
| AMZN Amazon.com Inc | 64,459 | $10.34M | $17.51M | - | $7.17M | 69.34% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 2,579 | $216,394.6 | $249,518.25 | - | $33,123.65 | 15.31% | +0.301% |
| APPF Appfolio Inc. | 1,879 | $297,055.3 | $338,577.01 | - | $41,521.71 | 13.98% | +2.369% |
| AREC American Resources Corporation | 10,000 | $16,700 | $17,900 | - | $1,200 | 7.19% | -2.186% |
| ASML ASML Holding N.V. New York Registry Shares | 394 | $343,692.31 | $641,826 | - | $298,133.69 | 86.74% | -1.359% |
| AVGO Broadcom Inc. | 2,554 | $380,598.82 | $994,221.12 | - | $613,622.3 | 161.23% | +0.371% |
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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 - $8.87M, Vanguard Short-Term Treasury Fund - $7.69M, Apple Inc - $3.9M, Oracle Corporation - $2.54M, and Vanguard Short-Term Inflation-Protected Securities Index Fund - $2.08M. 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, Liberty Broadband Corporation - $638,519.85, The Walt Disney Company - $616,141.97, and iShares Russell 1000 Growth ETF - $492,150.64. 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 $25.69M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $7.82M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $2.23M, JPMorgan Chase & Co - $849,198.4, Exxon Mobil 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.
