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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #233,172 out of 813,090 TipRanks' Investors
Success Rate
163 out of 279
profitable transactions
profitable transactions
Average Return
11.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.49%
6-Month Return▲ 81.09%
12-Month Return▲ 77.64%
YTD Return▲ 103.57%
Total Return▲ 121.85%
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
▲ 27.91%
▲ 2.30%
▲ 15.50%
Jul 2025
▲ 6.81%
▲ 1.68%
▼ 0.23%
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%
▲ 27.91%▲ 2.30%▲ 15.50%
▲ 6.81%▲ 1.68%▼ 0.23%
Recent Activity
IO Biotech
1.05%
▼ 16.72%
8
Sell
Aug 11, 2025
Immunic
2.8%
▼ 1.79%
5
Buy
Aug 11, 2025
UnitedHealth
2.52%
▲ 3.65%
1
Open
Aug 11, 2025
Eli Lilly & Co
24.16%
▼ 10.20%
11
Buy
Aug 08, 2025
Lineage Therap
3.82%
▲ 18.10%
12
Sell
Aug 04, 2025
Rani Therapeutics Holdings
3.82%
▼ 24.07%
6
Sell
Aug 04, 2025
Unicycive Therapeutics
3.42%
▼ 25.65%
4
Sell
Aug 04, 2025
VolitionRX
2.78%
▼ 2.18%
1
Open
Jul 31, 2025
Alto Neuroscience, Inc.
―
▼ 16.86%
10
Close
Jul 30, 2025
Voyager Therapeutics
2.25%
▲ 5.61%
2
Buy
Jul 29, 2025
Sagimet Biosciences, Inc. Class A
11.51%
▲ 7.35%
2
Buy
Jul 28, 2025
Tenaya Therapeutics
3.04%
▲ 17.48%
4
Sell
Jul 25, 2025
Fidelity U.S. Bond Index Fund
5.89%
▲ 1.07%
18
Buy
Jul 24, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
2.92%
▲ 7.62%
33
Buy
Jul 24, 2025
Fidelity 500 Index Fund
3.01%
▲ 9.03%
18
Buy
Jul 24, 2025
aTyr Pharma
13.65%
▲ 10.23%
7
Buy
Jul 24, 2025
Upexi
―
▲ 44.38%
4
Close
Jul 22, 2025
Costco
0.8%
▲ 11.24%
4
Open
Jul 17, 2025
Perspective Therapeutics
―
▲ 66.71%
18
Close
Jul 16, 2025
Serve Robotics Inc
0.84%
▲ 9.33%
9
Sell
Jul 16, 2025