Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #359,734 out of 861,174 TipRanks' Investors
Success Rate
234 out of 410
profitable transactions
profitable transactions
Average Return
7.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.29%
6-Month Return▼ 4.87%
12-Month Return▲ 108.67%
YTD Return▲ 10.82%
Total Return▲ 96.32%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 9.38%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.73%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 15.27%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.85%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 6.13%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 0.95%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.55%
Apr 2026
▲ 2.08%
▼ 0.09%
▲ 5.70%
May 2026
▲ 10.96%▲ 2.38%▲ 9.38%
▼ 3.68%▲ 0.19%▼ 3.73%
▼ 0.10%▲ 0.08%▼ 15.27%
▲ 4.06%▲ 1.47%▲ 4.85%
▼ 1.33%▼ 0.86%▼ 6.13%
▲ 0.52%▼ 4.94%▼ 0.95%
▲ 16.06%▲ 10.51%▲ 7.55%
▲ 2.08%▼ 0.09%▲ 5.70%
Recent Activity
Schwab U.S. Large-Cap Growth ETF
2.59%
0.00%
1
Open
May 04, 2026
Fidelity U.S. Bond Index Fund
―
▲ 0.36%
24
Close
May 02, 2026
Fidelity 500 Index Fund
6.67%
▲ 11.03%
23
Buy
May 02, 2026
Vanguard Equity Income Fund Admiral Shares
4.46%
▲ 6.44%
4
Sell
May 02, 2026
Fidelity Small Cap Index Fund
6.84%
▲ 12.30%
4
Buy
May 02, 2026
Vanguard Total International Stock ETF
4.92%
▲ 6.33%
2
Buy
May 01, 2026
Definium Therapeutics
1.65%
▲ 32.63%
4
Sell
May 01, 2026
Upstream Bio, Inc.
1.66%
▲ 4.97%
7
Sell
Apr 30, 2026
SoundHound AI, Inc Class A
1.99%
▲ 29.94%
21
Buy
Apr 29, 2026
Vanguard Information Technology ETF
4.5%
▲ 2.83%
2
Buy
Apr 29, 2026
UnitedHealth
0.57%
▲ 22.39%
7
Sell
Apr 28, 2026
Palantir Technologies
2.8%
▲ 2.44%
4
Buy
Apr 20, 2026
Acrivon Therapeutics, Inc.
1.62%
▲ 9.60%
2
Sell
Apr 20, 2026
Eli Lilly & Co
1.48%
▼ 3.04%
19
Buy
Apr 17, 2026
RXO, Inc.
―
▲ 14.09%
2
Close
Apr 17, 2026
BigBearai Holdings
0.6%
▲ 20.08%
9
Buy
Apr 16, 2026
Oracle
2.62%
▲ 3.63%
2
Buy
Apr 16, 2026
First Trust Nasdaq Clean Edge Smart GRID Infrastructure Index
―
▲ 10.00%
2
Close
Apr 15, 2026
IShares Bitcoin Trust Registered
―
▼ 6.47%
4
Close
Apr 13, 2026
Invesco NASDAQ 100 ETF
2.55%
▲ 5.45%
3
Open
Mar 16, 2026