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:
83.96%
Gain -0.44%
Monthly
1.08%
Yearly
13.83%
Drawdown
18.83%
$618.45M
Equity
Holdings
$618.45M
Investment
$465.17M
$164.43M
Profit -$2.33M
Realized
$11.15M
Unrealized
$153.28M
Dividends
$24.82M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$2.33M
Win %
75%
This Week
Compared To Last Week
Gain
-1.41%
Profit
-$8.83M
Win %
75%
This Month
Compared to last month
Gain
0.37%
Profit
$2.3M
Win %
75%
This Year
Compared to last year
Gain
0.35%
Profit
$2.19M
Win %
75%
EVTL Vertical Aerospace Ltd.
+10.13%
+$2,483.4 
BABA Alibaba Group Holding Limited SP ADR
+4.73%
+$79,606.45 
RBLX Roblox Corporation
+4.37%
+$39,018.9 
AMD Advanced Micro Devices, Inc.
+3.58%
+$18,556.03 
INTC Intel Corporation
+3.3%
+$23,358.46 
ELV Elevance Health, Inc.
+3.18%
+$181,564.74 
MU Micron Technology, Inc.
+2.8%
+$99,168.06 
PLTR Palantir Technologies Inc.
+2.6%
+$11,479.28 
MOH Molina Healthcare Inc.
+2.54%
+$88,989.99 
AVGO Broadcom Inc.
+2.24%
+$21,210.97 
BNO United States Brent Oil Fund, LP
+1.81%
+$5,548.4 
GEV GE Vernova Inc.
+1.71%
+$5,143.24 
MSFT Microsoft Corp.
+1.71%
+$129,955.4 
IBKR Interactive Brokers Group Inc.
+1.69%
+$7,039.53 
CRM Salesforce Inc
+1.68%
+$37,623.3 
KF Korea Fund Inc.
+1.67%
+$5,710.54 
EBAY eBay Inc.
+1.59%
+$16,616.49 
GOOG Alphabet Inc
+1.53%
+$591,767.64 
ABEV Ambev S.A.
+1.49%
+$1,575 
EPD Enterprise Products Partners L.P.
+1.47%
+$3,503.92 
GOOGL Alphabet Inc
+1.46%
+$127,074.48 
LNG Cheniere Energy Inc.
+1.33%
+$4,343.51 
IAC People Incorporated
+1.28%
+$8,698.2 
MELI MercadoLibre, Inc.
+1.26%
+$18,182.43 
ICE Intercontinental Exchange, Inc.
+1.25%
+$13,445.3 
FISV Fiserv, Inc.
+1.22%
+$5,100.81 
CVX Chevron Corporation
+1.19%
+$13,828.44 
SCHW Charles Schwab Corporation
+1.05%
+$35,658.82 
MGM MGM Resorts International
+1.02%
+$16,065.07 
AREC American Resources Corporation
+0.95%
+$150 
OXY Occidental Petroleum Corporation
+0.93%
+$23,923.08 
XOM Exxon Mobil Corporation
+0.9%
+$63,500.85 
ABT Abbott Laboratories
+0.89%
+$2,070.9 
VDE Vanguard Energy ETF
+0.83%
+$3,643.65 
IYE iShares U.S. Energy ETF
+0.79%
+$3,383.36 
AMZN Amazon.com Inc
+0.77%
+$123,116.69 
TXN Texas Instruments Inc
+0.65%
+$2,281.04 
V Visa Inc. Class A
+0.64%
+$12,072.88 
FIVE Five Below, Inc.
+0.64%
+$9,095.79 
RTX RTX Corporation
+0.64%
+$13,373.79 
IYW iShares U.S. Technology ETF
+0.62%
+$1,308.12 
EEM iShares MSCI Emerging Markets ETF
+0.58%
+$1,775.63 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$9,966.75 
MA Mastercard Incorporated
+0.53%
+$13,704.15 
TJX The TJX Companies, Inc.
+0.52%
+$1,315.44 
VGT Vanguard Information Technology ETF
+0.52%
+$3,541.18 
NICE Nice Ltd. Sponsored ADR
+0.51%
+$4,029 
LULU lululemon athletica inc.
+0.48%
+$1,754.36 
CEG Constellation Energy Corporation
+0.47%
+$974.61 
MKL Markel Group Inc.
+0.45%
+$28,153.25 
DXJ WisdomTree Japan Hedged Equity Fund
+0.44%
+$7,202.52 
PYPL PayPal Holdings Inc
+0.44%
+$5,836.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.44%
+$1,475.59 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$9,785.57 
CMCSA Comcast Corp
+0.36%
+$2,420.8 
META Meta Platforms Inc Class A
+0.35%
+$48,062.69 
SOR Source Capital
+0.34%
+$2,199.61 
FANG Diamondback Energy Inc
+0.34%
+$1,021.68 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$1,328.4 
B BARRICK MINING CORP Common Stock (ABR0)
+0.3%
+$1,183.66 
ACGL Arch Capital Group Ltd
+0.28%
+$2,852.36 
NVDA NVIDIA Corporation
+0.26%
+$9,222.7 
VUG Vanguard Growth ETF
+0.22%
+$3,211.19 
BNY BlackRock New York Municipal Income Trust
+0.17%
+$759.55 
VWO Vanguard FTSE Emerging Markets ETF
+0.17%
+$2,383.9 
KO The Coca-Cola Company
+0.14%
+$1,314.95 
NYT New York Times Co.
+0.12%
+$414.49 
LMT Lockheed Martin Corporation
+0.11%
+$423.98 
MSGS Madison Square Garden Sports Corp.
+0.05%
+$110.81 
BRK-A Berkshire Hathaway Inc.
+0.04%
+$315.68 
C Citigroup Inc.
+0.04%
+$228.95 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.04%
+$2,913.72 
OEF iShares S&P 100 ETF
0%
+$30.87 
BAM
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
+$1.08 
NYM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
KKR KKR & Co. Inc.
-3.82%
-$43,409.56 
WBD Warner Bros. Discovery, Inc.
-3.56%
-$23,830.64 
DHI D.R. Horton, Inc.
-3.39%
-$15,706.86 
VMC Vulcan Materials Company
-3.15%
-$12,207.87 
GRBK Green Brick Partners Inc.
-3.1%
-$13,550.3 
CACC Credit Acceptance Corporation
-3.08%
-$9,110.64 
ORCL Oracle Corporation
-2.95%
-$8,881.13 
BX Blackstone Inc.
-2.77%
-$17,441.19 
WAT Waters Corporation
-2.55%
-$11,207.31 
EMR Emerson Electric Co.
-2.49%
-$4,899.84 
DECK Deckers Outdoor Corporation
-2.45%
-$6,125.67 
GE General Electric Company
-2.44%
-$13,880.48 
BN Brookfield Corporation
-2.25%
-$436,527.28 
RY Royal Bank of Canada
-2.1%
-$9,699.92 
AAPL Apple Inc.
-2.09%
-$640,058.1 
MRK Merck & Co., Inc.
-2.08%
-$10,183.95 
DE Deere & Company
-2.05%
-$40,755.72 
LLY Eli Lilly and Company
-2.04%
-$17,157.44 
MS Morgan Stanley
-1.94%
-$12,739.32 
BDX Becton, Dickinson and Company
-1.92%
-$63,362.72 
HD The Home Depot, Inc.
-1.92%
-$22,902.18 
LEN Lennar Corporation
-1.92%
-$11,476.08 
CAT Caterpillar Inc.
-1.9%
-$14,811.84 
UNP Union Pacific Corporation
-1.89%
-$5,247.49 
XYL Xylem Inc.
-1.78%
-$3,740.72 
PEP PepsiCo, Inc.
-1.68%
-$3,799.43 
WMT Walmart Inc.
-1.66%
-$6,716.5 
ORLY O'Reilly Automotive Inc.
-1.61%
-$3,231.75 
BKNG Booking Holdings Inc.
-1.51%
-$51,618.86 
NSC Norfolk Southern Corporation
-1.5%
-$22,529.99 
CHTR Charter Communications Inc
-1.47%
-$3,801.86 
JNJ Johnson & Johnson
-1.43%
-$51,325.73 
DIS The Walt Disney Company
-1.35%
-$8,794.72 
ED Consolidated Edison, Inc.
-1.25%
-$3,105.05 
W Wayfair Inc.
-1.25%
-$50,585.32 
WFC Wells Fargo & Company
-1.22%
-$19,675.16 
SHEL Shell plc
-1.17%
-$7,757.2 
NEE NextEra Energy, Inc.
-1.15%
-$2,972.28 
NKE Nike, Inc. - Class B
-1.13%
-$20,884.54 
PHO Invesco Water Resources ETF
-1.11%
-$2,510.97 
BLK BlackRock, Inc.
-1.1%
-$15,370.31 
CCJ Cameco Corporation
-1.09%
-$3,163.86 
XLB Materials Select Sector SPDR Fund
-1.07%
-$2,899.26 
PEG Public Service Enterprise Group Incorporated
-1.06%
-$2,346.35 
IBB iShares Biotechnology ETF
-1.05%
-$6,820.49 
PG Procter & Gamble Co
-0.96%
-$8,558.74 
BAC Bank of America Corporation
-0.92%
-$41,508.86 
DHR Danaher Corporation
-0.92%
-$10,306.16 
AXP American Express Company
-0.92%
-$165,737.19 
GS The Goldman Sachs Group, Inc.
-0.91%
-$12,623 
ADBE Adobe Inc.
-0.9%
-$3,849.41 
CROX Crocs, Inc.
-0.89%
-$3,387.42 
VHT Vanguard Health Care ETF
-0.87%
-$3,341.65 
ABNB Airbnb, Inc.
-0.86%
-$37,110.49 
SBUX Starbucks Corporation
-0.86%
-$8,116.29 
ZTS Zoetis Inc.
-0.85%
-$12,802.4 
PH Parker-Hannifin Corporation
-0.84%
-$1,792 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$19,416.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.83%
-$4,108.41 
TMO Thermo Fisher Scientific Inc.
-0.81%
-$2,434.97 
XLI Industrial Select Sector SPDR Fund
-0.8%
-$4,058.37 
RSG Republic Services, Inc.
-0.79%
-$3,055.45 
IDV iShares International Select Dividend ETF
-0.78%
-$2,351.03 
JPM JPMorgan Chase & Co.
-0.77%
-$97,453.33 
COST Costco Wholesale Corporation
-0.77%
-$22,241.83 
IYJ iShares U.S. Industrials ETF
-0.75%
-$2,386.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.68%
-$43,700.25 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$4,438.43 
XLU Utilities Select Sector SPDR Fund
-0.64%
-$3,710.09 
DVY iShares Select Dividend ETF
-0.62%
-$1,648.2 
TECK Teck Resources Ltd.
-0.62%
-$4,433.26 
VPU Vanguard Utilities ETF
-0.62%
-$3,370.39 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$3,020.74 
EFA iShares MSCI EAFE ETF
-0.61%
-$4,878.09 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.57%
-$2,020.41 
APPF Appfolio Inc.
-0.57%
-$1,916.58 
IDHQ Invesco S&P International Developed Quality ETF
-0.56%
-$1,218 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.56%
-$1,682.7 
AOA iShares Core Aggressive Allocation ETF
-0.55%
-$1,366.87 
UBER Uber Technologies, Inc.
-0.55%
-$4,885.85 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$1,443.2 
ABBV AbbVie Inc.
-0.52%
-$9,889.44 
AMGN Amgen Inc.
-0.51%
-$5,237.68 
UNH UnitedHealth Group Incorporated
-0.5%
-$36,240.53 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$6,869.61 
GNR SPDR S&P Global Natural Resources ETF
-0.48%
-$12,361.83 
GDX VanEck Gold Miners ETF
-0.48%
-$4,645.42 
MCD McDonald's Corporation
-0.45%
-$1,977.42 
CSCO Cisco Systems, Inc.
-0.45%
-$1,452 
BHF Brighthouse Financial Inc.
-0.44%
-$1,655.9 
AKRE Akre Focus ETF
-0.43%
-$221,203.44 
COF Capital One Financial Corporation
-0.41%
-$3,482.41 
SPGI S&P Global Inc.
-0.41%
-$9,523.84 
HDV iShares Core High Dividend ETF
-0.41%
-$1,251.2 
IJR iShares Core S&P Small-Cap ETF
-0.39%
-$6,118.38 
VTV Vanguard Value ETF
-0.39%
-$17,939.25 
VB Vanguard Small-Cap ETF
-0.38%
-$1,965.58 
RSP Invesco S&P 500 Equal Weight ETF
-0.38%
-$4,715.75 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$1,769.41 
AMAT Applied Materials, Inc.
-0.32%
-$687.83 
UHAL-B U-Haul Holding Company
-0.31%
-$8,306.42 
GVLU Gotham 1000 Value ETF
-0.3%
-$25,803.41 
HCA HCA Healthcare Inc.
-0.29%
-$771.13 
VSGX Vanguard ESG International Stock ETF
-0.29%
-$1,728.68 
ADP Automatic Data Processing Inc.
-0.28%
-$1,668.81 
VEU Vanguard FTSE All-World ex-US ETF
-0.28%
-$3,111.65 
VO Vanguard Mid-Cap ETF
-0.24%
-$2,139.93 
TIP iShares TIPS Bond ETF
-0.22%
-$5,232.51 
GLD SPDR Gold Shares
-0.21%
-$3,012.27 
IEI iShares 3-7 Year Treasury Bond ETF
-0.21%
-$534.59 
IAU iShares Gold Trust
-0.2%
-$53,647.36 
IAUM iShares Gold Trust Micro
-0.19%
-$3,544.8 
KMB Kimberly-Clark Corporation
-0.17%
-$515.09 
MUB iShares National Muni Bond ETF
-0.16%
-$610.75 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.15%
-$7,245.98 
FEGE First Eagle Global Equity ETF
-0.14%
-$5,014.45 
GDXJ VanEck Junior Gold Miners ETF
-0.12%
-$237.82 
AMP Ameriprise Financial, Inc.
-0.11%
-$2,195.39 
FEOE First Eagle Overseas Equity ETF
-0.11%
-$1,503.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$1,914.33 
ADI Analog Devices, Inc.
-0.09%
-$198.99 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$258.24 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$49,822.29 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$14,784.56 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$1,603.42 
QLTY GMO U.S. Quality ETF
-0.06%
-$300.45 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$1,500.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.06%
-$530.35 
VOO Vanguard S&P 500 ETF
-0.05%
-$1,200.26 
IVV iShares Core S&P 500 ETF
-0.04%
-$440.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$608.83 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$16,405.3 Events
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Dividends
Dividend Analysis
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| Trades 2366 | Longs Won 1451/2366 61% | Profit Factor 7.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $610,140.78 |
| Average Win $129,862.2 | Best Trade (Jul 20) $17.64M | Sharpe Ratio -9.13 |
| Average Loss -$26,234.76 | Worst Trade (Jul 24) -$1.35M | Z-Score 13.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1d | Expectancy $69,495.03 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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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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 - $7.3M, Apple Inc - $3.87M, 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 - $618,969.72, and CarMax Inc - $416,369.17. 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 $24.82M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $7.43M, Vanguard Short-Term Inflation-Protected Securities Index Fund - $2.23M, Exxon Mobil Corporation - $799,591.64, JPMorgan Chase & Co - $793,827.4, 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.
