Education
About Us
Working with TipRanks
Follow Us
Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #381,719 out of 851,975 TipRanks' Investors
Success Rate
203 out of 366
profitable transactions
profitable transactions
Average Return
6.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.99%
6-Month Return▼ 17.51%
12-Month Return▲ 60.69%
YTD Return▲ 4.85%
Total Return▲ 85.72%
Best Trade
Bio
Performance
24.52%0-24.52%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 3.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 15.28%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.85%
Jan 2026
▲ 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%
▼ 3.58%▲ 0.19%▼ 3.74%
▼ 0.10%▲ 0.08%▼ 15.28%
▲ 4.06%▲ 1.47%▲ 4.85%
Recent Activity
UnitedHealth
3.18%
▲ 7.31%
6
Buy
Jan 29, 2026
Global X Funds - Global X FinTech ETF
2.28%
▼ 10.05%
4
Sell
Jan 28, 2026
Acrivon Therapeutics, Inc.
3.01%
▼ 9.60%
1
Open
Jan 27, 2026
Johnson & Johnson
0.19%
▲ 1.25%
1
Open
Jan 27, 2026
4D Molecular Therapeutics
―
▼ 14.74%
6
Close
Jan 26, 2026
Sagimet Biosciences, Inc. Class A
―
▼ 31.63%
8
Close
Jan 26, 2026
AtlasClear Holdings
―
▼ 63.46%
3
Close
Jan 26, 2026
Atai Beckley N.V.
―
▼ 17.37%
5
Close
Jan 26, 2026
SEALSQ Corp
4.94%
▼ 7.22%
4
Buy
Jan 22, 2026
Coinbase Global
―
▼ 0.63%
4
Close
Jan 21, 2026
Goldman Sachs Physical Gold ETF
4.08%
▲ 20.87%
3
Sell
Jan 21, 2026
Garrett Motion
2.31%
▼ 2.43%
1
Open
Jan 21, 2026
Pfizer
3%
▲ 5.87%
6
Buy
Jan 09, 2026
Cullinan Management
3.32%
▲ 6.87%
3
Buy
Jan 09, 2026
Reaves Utility Income Fund
―
▼ 3.15%
2
Close
Jan 08, 2026
Annaly Capital
3.67%
▼ 0.95%
1
Open
Jan 06, 2026
Voyager Therapeutics
―
▲ 6.87%
10
Close
Jan 05, 2026
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
2.53%
▲ 4.84%
1
Open
Jan 05, 2026
aTyr Pharma
―
▼ 69.76%
17
Close
Jan 02, 2026
Definium Therapeutics
0.75%
▲ 26.06%
1
Open
Jan 01, 2026