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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #282,244 out of 821,418 TipRanks' Investors
Success Rate
180 out of 310
profitable transactions
profitable transactions
Average Return
11.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 17.98%
6-Month Return▲ 174.09%
12-Month Return▲ 59.35%
YTD Return▲ 87.29%
Total Return▲ 104.11%
Best Trade
Bio
Performance
65.25%0-65.25%
▼ 15.60%
▼ 5.57%
▼ 20.26%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 11.85%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 65.25%
May 2025
▲ 2.59%
▲ 5.14%
▲ 24.52%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 15.50%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 7.37%
Aug 2025
▲ 6.01%
▲ 3.56%
▼ 16.82%
Sep 2025
▲ 1.27%
▲ 0.45%
▲ 2.79%
Oct 2025
▼ 15.60%▼ 5.57%▼ 20.26%
▼ 3.50%▼ 0.87%▲ 11.85%
▲ 7.77%▲ 6.28%▲ 65.25%
▲ 2.59%▲ 5.14%▲ 24.52%
▲ 22.60%▲ 2.30%▲ 15.50%
▼ 1.95%▲ 2.05%▲ 7.37%
▲ 6.01%▲ 3.56%▼ 16.82%
▲ 1.27%▲ 0.45%▲ 2.79%
Recent Activity
Kyverna Therapeutics, Inc.
0.24%
▼ 9.21%
1
Open
Oct 02, 2025
Tenaya Therapeutics
24.23%
▲ 68.50%
11
Buy
Sep 27, 2025
Amazon
―
▼ 0.25%
4
Close
Sep 24, 2025
Fidelity U.S. Bond Index Fund
5.55%
▲ 2.10%
19
Buy
Sep 24, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
―
▲ 8.83%
34
Close
Sep 24, 2025
Fidelity 500 Index Fund
―
▲ 12.03%
19
Close
Sep 24, 2025
Meta Platforms
―
▼ 2.68%
4
Close
Sep 24, 2025
Fidelity Small Cap Growth K6 Fund
5.59%
▲ 2.23%
1
Open
Sep 24, 2025
SoundHound AI, Inc Class A
4.27%
▲ 30.47%
16
Open
Sep 23, 2025
Cybin
3.48%
▼ 20.04%
12
Open
Sep 23, 2025
BigBearai Holdings
2.51%
▲ 19.43%
6
Open
Sep 23, 2025
Vanguard Russell 2000 ETF
7.31%
▲ 0.80%
1
Open
Sep 23, 2025
Vera Therapeutics
8.07%
▲ 16.10%
1
Open
Sep 23, 2025
Union Pacific
6.97%
▲ 4.85%
1
Open
Sep 22, 2025
ATAI Life Sciences
8.95%
▲ 10.81%
2
Sell
Sep 19, 2025
Voyager Therapeutics
9.32%
▲ 27.30%
7
Sell
Sep 18, 2025
AtlasClear Holdings
0.97%
▼ 62.39%
1
Open
Sep 18, 2025
Context Therapeutics
4.45%
▲ 10.00%
1
Open
Sep 18, 2025
aTyr Pharma
6.1%
▼ 76.98%
13
Buy
Sep 16, 2025
Sagimet Biosciences, Inc. Class A
1.34%
▼ 17.34%
7
Sell
Sep 09, 2025