Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #373,586 out of 858,800 TipRanks' Investors
Success Rate
216 out of 392
profitable transactions
profitable transactions
Average Return
6.35%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.25%
6-Month Return▼ 22.18%
12-Month Return▲ 139.77%
YTD Return▲ 2.56%
Total Return▲ 81.70%
Best Trade
Bio
Performance
16.82%0-16.82%
▲ 12.88%
▲ 3.56%
▼ 16.82%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.38%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.74%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 15.27%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.85%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 6.13%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.95%
Mar 2026
▲ 4.98%
▲ 4.55%
▲ 5.21%
Apr 2026
▲ 12.88%▲ 3.56%▼ 16.82%
▲ 10.96%▲ 2.38%▲ 9.38%
▼ 3.68%▲ 0.19%▼ 3.74%
▼ 0.10%▲ 0.08%▼ 15.27%
▲ 4.06%▲ 1.47%▲ 4.85%
▼ 1.12%▼ 0.86%▼ 6.13%
▲ 0.60%▼ 4.94%▼ 0.95%
▲ 4.98%▲ 4.55%▲ 5.21%
Recent Activity
Invesco NASDAQ 100 ETF
2.49%
▲ 0.22%
3
Open
Mar 16, 2026
Definium Therapeutics
4.41%
▲ 30.62%
3
Buy
Mar 16, 2026
Upstream Bio, Inc.
4.63%
▲ 20.83%
5
Buy
Mar 16, 2026
Vertiv Holdings
2.38%
▲ 8.68%
1
Open
Mar 16, 2026
Direxion Daily S&P Biotech Bull 3X Shares
0%
▲ 14.81%
2
Sell
Mar 12, 2026
Annaly Capital
2.1%
▼ 1.62%
2
Sell
Mar 12, 2026
Global X Funds - Global X FinTech ETF
―
▼ 16.65%
5
Close
Mar 11, 2026
SEALSQ Corp
1.21%
▼ 52.82%
5
Sell
Mar 11, 2026
Garrett Motion
―
▼ 1.02%
2
Close
Mar 10, 2026
Tenaya Therapeutics
21.55%
▼ 30.02%
19
Buy
Mar 07, 2026
Vanguard Total Stock Market ETF
―
▲ 3.05%
4
Close
Feb 11, 2026
Eli Lilly & Co
1.58%
▼ 4.03%
18
Buy
Feb 10, 2026
Union Pacific
2.7%
▲ 4.52%
3
Buy
Feb 10, 2026
Johnson & Johnson
1.99%
▲ 3.65%
3
Buy
Feb 10, 2026
Strategy
2.88%
▲ 8.66%
2
Buy
Feb 10, 2026
VICI Properties
0.9%
▼ 1.67%
2
Buy
Feb 10, 2026
RXO, Inc.
0.89%
▼ 2.32%
1
Open
Feb 10, 2026
IShares Bitcoin Trust Registered
2.91%
▼ 8.00%
3
Sell
Feb 09, 2026
Fidelity U.S. Bond Index Fund
4.48%
▲ 1.13%
23
Buy
Feb 07, 2026
Fidelity 500 Index Fund
4.57%
▲ 10.09%
22
Buy
Feb 07, 2026