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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #548,143 out of 794,582 TipRanks' Investors
Success Rate
51 out of 174
profitable transactions
profitable transactions
Average Return
-16.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 24.08%
6-Month Return▼ 42.18%
12-Month Return-
YTD Return▼ 31.58%
Total Return▼ 25.44%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▼ 1.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 10.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 6.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 20.26%
Mar 2025
▼ 11.32%
▼ 9.67%
▼ 10.97%
Apr 2025
▲ 2.93%▲ 2.10%▼ 1.52%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 26.01%▲ 5.96%▼ 10.00%
▲ 5.33%▼ 2.41%▼ 2.94%
▲ 5.87%▲ 2.69%▲ 6.19%
▼ 12.86%▼ 1.27%▼ 9.24%
▼ 1.80%▼ 5.57%▼ 20.26%
▼ 11.32%▼ 9.67%▼ 10.97%
Recent Activity
C3ai
―
▼ 10.94%
8
Close
Apr 06, 2025
Energy Transfer
―
▼ 6.59%
5
Close
Apr 06, 2025
AT&T
―
▲ 8.94%
6
Close
Apr 06, 2025
Invesco QQQ Trust
―
▼ 6.14%
7
Close
Apr 06, 2025
Eli Lilly & Co
―
▼ 7.21%
8
Close
Apr 06, 2025
Serve Robotics Inc
―
▲ 10.87%
7
Close
Apr 06, 2025
Snowflake
―
▲ 1.92%
4
Close
Apr 06, 2025
ARM Holdings PLC ADR
―
▼ 17.44%
5
Close
Apr 06, 2025
Cloudflare
―
▼ 6.61%
4
Close
Apr 06, 2025
Barrick Gold
―
▼ 1.37%
3
Close
Apr 06, 2025
SPDR S&P 500 ETF Trust
―
▼ 15.64%
3
Close
Apr 06, 2025
Recursion Pharmaceuticals
4.73%
▼ 33.67%
11
Sell
Mar 13, 2025
Inozyme Pharma
16.59%
▼ 35.69%
8
Buy
Mar 13, 2025
Super Micro Computer
1.72%
▼ 44.32%
8
Buy
Mar 12, 2025
Nvidia
4.38%
▼ 4.03%
9
Buy
Mar 12, 2025
Biomea Fusion
2.78%
▼ 49.46%
7
Buy
Mar 12, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
6.09%
▼ 20.36%
22
Buy
Mar 12, 2025
Inmune Bio
3.9%
▲ 9.13%
4
Buy
Mar 12, 2025
Applied Digital Corporation
2.92%
▼ 25.68%
1
Open
Mar 12, 2025
Tempus AI, Inc. Class A
3.95%
▼ 6.42%
1
Open
Mar 12, 2025