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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #220,341 out of 812,326 TipRanks' Investors
Success Rate
161 out of 276
profitable transactions
profitable transactions
Average Return
12.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.14%
6-Month Return▲ 86.61%
12-Month Return▲ 80.92%
YTD Return▲ 104.57%
Total Return▲ 122.94%
Best Trade
Bio
Performance
65.21%0-65.21%
▲ 6.03%
▲ 2.69%
▲ 6.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 20.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 11.85%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 65.21%
May 2025
▲ 6.24%
▲ 5.14%
▲ 24.55%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 15.50%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 0.27%
Aug 2025
▲ 6.03%▲ 2.69%▲ 6.06%
▼ 12.86%▼ 1.27%▼ 9.24%
▼ 1.80%▼ 5.57%▼ 20.26%
▲ 1.84%▼ 0.87%▲ 11.85%
▲ 12.20%▲ 6.28%▲ 65.21%
▲ 6.24%▲ 5.14%▲ 24.55%
▲ 27.86%▲ 2.30%▲ 15.50%
▲ 0.42%▲ 0.11%▲ 0.27%
Recent Activity
Lineage Therap
3.6%
▲ 17.46%
12
Sell
Aug 04, 2025
Rani Therapeutics Holdings
3.85%
▼ 23.78%
6
Sell
Aug 04, 2025
Unicycive Therapeutics
3.28%
▼ 28.97%
4
Sell
Aug 04, 2025
IO Biotech
3.05%
▲ 20.16%
7
Sell
Aug 04, 2025
Immunic
2.91%
▲ 2.85%
4
Sell
Aug 04, 2025
VolitionRX
2.84%
▼ 0.31%
1
Open
Jul 31, 2025
Alto Neuroscience, Inc.
―
▼ 16.86%
10
Close
Jul 30, 2025
Voyager Therapeutics
2.15%
▲ 0.31%
2
Buy
Jul 29, 2025
Sagimet Biosciences, Inc. Class A
10.96%
▲ 1.73%
2
Buy
Jul 28, 2025
Tenaya Therapeutics
2.68%
▲ 2.89%
4
Sell
Jul 25, 2025
Fidelity U.S. Bond Index Fund
5.93%
▲ 1.24%
18
Buy
Jul 24, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
2.96%
▲ 8.73%
33
Buy
Jul 24, 2025
Fidelity 500 Index Fund
2.97%
▲ 7.47%
18
Buy
Jul 24, 2025
aTyr Pharma
13.73%
▲ 10.44%
7
Buy
Jul 24, 2025
Eli Lilly & Co
24.31%
▼ 12.21%
10
Buy
Jul 23, 2025
Upexi
―
▲ 44.38%
4
Close
Jul 22, 2025
Costco
0.79%
▲ 10.76%
4
Open
Jul 17, 2025
Perspective Therapeutics
―
▲ 66.71%
18
Close
Jul 16, 2025
Serve Robotics Inc
0.85%
▲ 9.61%
9
Sell
Jul 16, 2025
WeRide Inc. Sponsored ADR
0.74%
▲ 0.77%
4
Sell
Jul 16, 2025