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Charles' 2024 - New Portfolio

Charles

Charles' 2024
Individual Investor
Ranked #237,587 out of 817,737 TipRanks' Investors
Success Rate
58%
169 out of 290
profitable transactions
Average Return
13.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.40%
6-Month Return▲ 150.85%
12-Month Return▲ 87.73%
YTD Return▲ 120.66%
Total Return▲ 140.47%

Best Trade

Opened at
Closed at
Gain▲ 443.59%

Bio

Performance

65.21%0-65.21%
▼ 12.86%
▼ 1.27%
▼ 9.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 20.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 11.85%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 65.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 24.55%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 15.50%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.37%
Aug 2025
▲ 6.57%
▲ 1.11%
▲ 0.73%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 9.24%
▼ 1.80%▼ 5.57%▼ 20.26%
▲ 1.84%▼ 0.87%▲ 11.85%
▲ 12.20%▲ 6.28%▲ 65.21%
▲ 6.24%▲ 5.14%▲ 24.55%
▲ 27.87%▲ 2.30%▲ 15.50%
▲ 4.87%▲ 2.05%▲ 7.37%
▲ 6.57%▲ 1.11%▲ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
aTyr Pharma
2.73%
▲ 8.58%
12
Sell
Sep 11, 2025
Voyager Therapeutics
14.27%
▲ 11.77%
6
Buy
Sep 11, 2025
Meta Platforms
0.00%
3
Close
Sep 10, 2025
Sagimet Biosciences, Inc. Class A
1.33%
▼ 19.16%
7
Sell
Sep 09, 2025
Eli Lilly & Co
▼ 3.01%
16
Close
Sep 05, 2025
Tenaya Therapeutics
38.98%
▲ 48.13%
8
Buy
Sep 05, 2025
Costco
▲ 9.41%
5
Close
Sep 02, 2025
Cybin
▼ 22.50%
11
Close
Sep 02, 2025
Rani Therapeutics Holdings
▼ 33.36%
8
Close
Sep 02, 2025
Lineage Therap
▲ 19.81%
14
Close
Aug 29, 2025
IO Biotech
▲ 0.45%
10
Close
Aug 29, 2025
UnitedHealth
▲ 14.79%
4
Close
Aug 26, 2025
Immunic
▲ 6.05%
6
Close
Aug 20, 2025
Unicycive Therapeutics
▼ 28.80%
5
Close
Aug 19, 2025
Tvardi Therapeutics
▲ 1.77%
3
Close
Aug 18, 2025
VolitionRX
▲ 6.55%
2
Close
Aug 18, 2025
Serve Robotics Inc
▲ 9.36%
10
Close
Aug 13, 2025
WeRide
▲ 9.44%
5
Close
Aug 13, 2025
Alto Neuroscience, Inc.
▼ 16.86%
10
Close
Jul 30, 2025
Fidelity U.S. Bond Index Fund
5.54%
▲ 2.40%
18
Buy
Jul 24, 2025