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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #16,340 out of 766,001 TipRanks' Investors
Success Rate
71 out of 118
profitable transactions
profitable transactions
Average Return
92.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.39%
6-Month Return▲ 14.48%
12-Month Return-
YTD Return▲ 26.68%
Total Return▲ 26.68%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 6.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 22.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.74%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.86%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.03%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 0.91%
Nov 2024
▼ 12.40%▼ 4.03%▲ 6.83%
▲ 11.46%▲ 5.06%▲ 7.47%
▼ 2.25%▲ 3.53%▼ 2.87%
▲ 25.72%▲ 1.21%▲ 22.96%
▼ 4.22%▲ 2.34%▼ 5.74%
▲ 7.82%▲ 2.10%▼ 1.86%
▲ 6.02%▼ 0.89%▼ 1.03%
▲ 5.59%▲ 5.20%▲ 0.91%
Recent Activity
Taiwan Semiconductor Manufacturing
―
▲ 27.00%
3
Close
Nov 06, 2024
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
2.37%
▲ 10.77%
11
Buy
Nov 02, 2024
Invesco QQQ Trust
―
▲ 0.07%
4
Close
Oct 15, 2024
Chipotle
―
▼ 9.11%
4
Close
Sep 25, 2024
Inmune Bio
4.74%
▲ 26.13%
1
Open
Sep 25, 2024
Alto Neuroscience, Inc.
1.62%
▼ 68.13%
1
Open
Sep 10, 2024
Alphabet Class A
―
▼ 8.45%
3
Close
Sep 05, 2024
Lineage Therap
0.89%
▲ 7.33%
1
Open
Aug 28, 2024
Novavax
―
▼ 27.15%
3
Close
Aug 27, 2024
Perspective Therapeutics
4.22%
▲ 424.56%
12
Sell
Aug 22, 2024
Inozyme Pharma
4.94%
▼ 21.33%
1
Open
Aug 22, 2024
SoundHound AI, Inc Class A
9.8%
▲ 26.13%
7
Sell
Aug 14, 2024
Cybin
4.56%
▲ 3,873.57%
2
Buy
Aug 14, 2024
Broadcom
5%
▲ 27.61%
6
Sell
Aug 07, 2024
Super Micro Computer
2%
▼ 52.73%
5
Buy
Jul 31, 2024
Serve Robotics Inc
8.7%
▲ 92.00%
4
Buy
Jul 31, 2024
Fidelity U.S. Bond Index Fund
0.01%
▲ 0.14%
4
Sell
Jul 31, 2024
Fidelity 500 Index Fund
0.28%
▲ 4.56%
5
Sell
Jul 31, 2024
4D Molecular Therapeutics
2.21%
▼ 54.47%
2
Buy
Jul 31, 2024
scPharmaceuticals
2.95%
▼ 5.38%
4
Buy
Jul 24, 2024