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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #400,602 out of 833,092 TipRanks' Investors
Success Rate
187 out of 351
profitable transactions
profitable transactions
Average Return
6.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.97%
6-Month Return▲ 0.25%
12-Month Return▲ 57.32%
YTD Return▲ 57.97%
Total Return▲ 72.15%
Best Trade
Bio
Performance
65.25%0-65.25%
▲ 11.63%
▲ 6.28%
▲ 65.25%
May 2025
▲ 9.25%
▲ 5.14%
▲ 24.52%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 15.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.37%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 16.82%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.38%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 3.62%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 17.76%
Dec 2025
▲ 11.63%▲ 6.28%▲ 65.25%
▲ 9.25%▲ 5.14%▲ 24.52%
▲ 7.60%▲ 2.30%▲ 15.50%
▲ 2.76%▲ 2.05%▲ 7.37%
▲ 12.88%▲ 3.56%▼ 16.82%
▲ 10.96%▲ 2.38%▲ 9.38%
▼ 3.57%▲ 0.19%▼ 3.62%
▼ 1.96%▼ 0.12%▼ 17.76%
Recent Activity
Cullinan Management
0.69%
▼ 12.02%
2
Buy
Dec 15, 2025
Tenaya Therapeutics
28.01%
▼ 38.46%
17
Buy
Dec 12, 2025
Global X Funds - Global X FinTech ETF
3.36%
▼ 1.12%
2
Buy
Dec 12, 2025
aTyr Pharma
2.56%
▼ 71.99%
16
Buy
Dec 04, 2025
Pfizer
1.19%
▲ 0.98%
5
Buy
Nov 29, 2025
Fidelity U.S. Bond Index Fund
4.83%
▲ 1.83%
22
Buy
Nov 27, 2025
Fidelity 500 Index Fund
4.89%
▲ 10.73%
21
Buy
Nov 27, 2025
Vanguard Equity Income Fund Admiral Shares
4.96%
▲ 2.25%
2
Buy
Nov 27, 2025
Fidelity Small Cap Index Fund
5.03%
▲ 4.96%
2
Buy
Nov 27, 2025
Global X MLP & Energy Infrastructure ETF
―
▲ 1.96%
3
Close
Nov 26, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
―
▲ 1.04%
7
Close
Nov 26, 2025
Direxion Daily S&P Biotech Bull 3X Shares
3.47%
▼ 4.38%
1
Open
Nov 25, 2025
Coinbase Global
5.44%
▲ 1.77%
3
Open
Nov 24, 2025
IShares Bitcoin Trust Registered
3.75%
▼ 5.16%
1
Open
Nov 24, 2025
Invesco NASDAQ 100 ETF
―
▼ 1.34%
2
Close
Nov 21, 2025
Cybin
―
▼ 20.55%
14
Close
Nov 20, 2025
Fidelity Small Cap Growth K6 Fund
―
▼ 2.25%
3
Close
Nov 20, 2025
Vanguard Total Stock Market ETF
0%
▲ 0.29%
3
Sell
Nov 19, 2025
Kyverna Therapeutics, Inc.
2.93%
▲ 12.60%
2
Buy
Nov 04, 2025
Vanguard Total International Stock ETF
2.41%
▲ 2.33%
1
Open
Nov 04, 2025