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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #357,932 out of 836,051 TipRanks' Investors
Success Rate
202 out of 356
profitable transactions
profitable transactions
Average Return
6.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.70%
6-Month Return▼ 14.03%
12-Month Return▲ 62.83%
YTD Return▲ 2.96%
Total Return▲ 82.52%
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
▼ 3.57%
▲ 0.19%
▼ 3.66%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 15.28%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 2.96%
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%
▼ 3.57%▲ 0.19%▼ 3.66%
▼ 0.10%▲ 0.08%▼ 15.28%
▲ 1.08%▲ 1.11%▲ 2.96%
Recent Activity
Pfizer
2.85%
▲ 1.66%
6
Buy
Jan 09, 2026
Cullinan Management
3.08%
▼ 1.79%
3
Buy
Jan 09, 2026
Reaves Utility Income Fund
―
▼ 3.15%
2
Close
Jan 08, 2026
Annaly Capital
3.69%
▲ 0.13%
1
Open
Jan 06, 2026
Voyager Therapeutics
―
▲ 6.87%
10
Close
Jan 05, 2026
SEALSQ Corp
0.87%
▲ 2.10%
2
Buy
Jan 05, 2026
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
2.36%
▼ 1.60%
1
Open
Jan 05, 2026
aTyr Pharma
―
▼ 69.76%
17
Close
Jan 02, 2026
Mind Medicine
0.65%
▲ 9.78%
1
Open
Jan 01, 2026
Tenaya Therapeutics
30.14%
▼ 28.87%
17
Buy
Dec 12, 2025
Global X Funds - Global X FinTech ETF
3.18%
▲ 1.06%
2
Buy
Dec 12, 2025
Fidelity U.S. Bond Index Fund
4.49%
▲ 1.66%
22
Buy
Nov 27, 2025
Fidelity 500 Index Fund
4.64%
▲ 10.97%
21
Buy
Nov 27, 2025
Vanguard Equity Income Fund Admiral Shares
4.33%
▲ 4.74%
2
Buy
Nov 27, 2025
Fidelity Small Cap Index Fund
4.82%
▲ 7.92%
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
3.48%
▲ 3.60%
1
Open
Nov 25, 2025
Coinbase Global
5.2%
▲ 3.01%
3
Open
Nov 24, 2025
IShares Bitcoin Trust Registered
3.76%
▲ 1.88%
1
Open
Nov 24, 2025