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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #337,003 out of 804,211 TipRanks' Investors
Success Rate
115 out of 224
profitable transactions
profitable transactions
Average Return
7.81%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 33.37%
6-Month Return▲ 67.11%
12-Month Return▲ 50.04%
YTD Return▲ 62.84%
Total Return▲ 77.46%
Best Trade
Bio
Performance
65.21%0-65.21%
▲ 25.97%
▲ 5.96%
▼ 10.00%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 20.26%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 11.85%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 65.21%
May 2025
▲ 4.89%
▲ 1.38%
▲ 14.81%
Jun 2025
▲ 25.97%▲ 5.96%▼ 10.00%
▲ 5.10%▼ 2.41%▼ 2.94%
▲ 6.03%▲ 2.69%▲ 6.06%
▼ 12.86%▼ 1.27%▼ 9.24%
▼ 1.80%▼ 5.57%▼ 20.26%
▲ 1.83%▼ 0.87%▲ 11.85%
▲ 12.21%▲ 6.28%▲ 65.21%
▲ 4.89%▲ 1.38%▲ 14.81%
Recent Activity
Biomea Fusion
21.3%
▼ 24.99%
9
Buy
Jun 18, 2025
Perspective Therapeutics
8.07%
▲ 49.77%
15
Buy
Jun 17, 2025
Structure Therapeutics, Inc. Sponsored ADR
5.34%
▼ 34.40%
7
Sell
Jun 17, 2025
Lineage Therap
3.62%
▲ 2.61%
5
Sell
Jun 17, 2025
Tenaya Therapeutics
1.45%
0.00%
1
Open
Jun 17, 2025
IO Biotech
1.11%
0.00%
1
Open
Jun 17, 2025
BigBearai Holdings
1.71%
0.00%
1
Open
Jun 17, 2025
Fidelity U.S. Bond Index Fund
6.25%
▲ 0.34%
15
Buy
Jun 13, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
0.93%
▲ 5.25%
30
Buy
Jun 13, 2025
Cybin
6.27%
▼ 4.24%
8
Sell
Jun 13, 2025
Alto Neuroscience, Inc.
9.38%
▼ 39.61%
7
Buy
Jun 13, 2025
aTyr Pharma
6.21%
▲ 19.93%
5
Sell
Jun 13, 2025
4D Molecular Therapeutics
3.25%
▼ 55.61%
3
Buy
Jun 09, 2025
Unicycive Therapeutics
1.85%
▼ 23.78%
1
Open
Jun 09, 2025
Fidelity 500 Index Fund
0.82%
▲ 4.29%
15
Sell
Jun 07, 2025
WeRide Inc. Sponsored ADR
1.63%
▼ 15.26%
3
Sell
Jun 03, 2025
scPharmaceuticals
4.44%
▼ 4.06%
6
Sell
Jun 02, 2025
Serve Robotics Inc
1.81%
▲ 9.89%
8
Open
May 29, 2025
Vor Biopharma
2.54%
▼ 52.47%
3
Buy
May 29, 2025
Applied Digital Corporation
―
▲ 14.65%
2
Close
May 27, 2025