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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #288,722 out of 830,143 TipRanks' Investors
Success Rate
197 out of 339
profitable transactions
profitable transactions
Average Return
9.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.13%
6-Month Return▲ 30.04%
12-Month Return▲ 82.78%
YTD Return▲ 88.32%
Total Return▲ 105.23%
Best Trade
Bio
Performance
65.25%0-65.25%
▲ 0.80%
▼ 0.87%
▲ 11.85%
Apr 2025
▲ 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
▼ 4.25%
▼ 0.35%
▼ 5.51%
Nov 2025
▲ 0.80%▼ 0.87%▲ 11.85%
▲ 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%
▼ 4.25%▼ 0.35%▼ 5.51%
Recent Activity
Pfizer
0.97%
▲ 3.34%
5
Buy
Nov 29, 2025
Fidelity U.S. Bond Index Fund
3.87%
▲ 2.49%
22
Buy
Nov 27, 2025
Fidelity 500 Index Fund
3.91%
▲ 11.51%
21
Buy
Nov 27, 2025
Vanguard Equity Income Fund Admiral Shares
3.94%
▲ 4.09%
2
Buy
Nov 27, 2025
Fidelity Small Cap Index Fund
3.97%
▲ 7.87%
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%
▲ 3.74%
1
Open
Nov 25, 2025
Coinbase Global
4.8%
▲ 6.80%
3
Open
Nov 24, 2025
IShares Bitcoin Trust Registered
3.18%
▲ 0.91%
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%
▲ 0.64%
3
Sell
Nov 19, 2025
Kyverna Therapeutics, Inc.
2.56%
▲ 23.54%
2
Buy
Nov 04, 2025
Vanguard Total International Stock ETF
1.89%
▲ 1.03%
1
Open
Nov 04, 2025
Reaves Utility Income Fund
3.71%
▼ 0.03%
1
Open
Nov 04, 2025
Union Pacific
1.67%
▲ 2.13%
2
Sell
Nov 03, 2025
SPDR S&P 500 ETF Trust
―
▼ 2.87%
8
Close
Oct 31, 2025
Goldman Sachs Physical Gold ETF
6.44%
▲ 3.80%
2
Buy
Oct 31, 2025