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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #238,878 out of 808,558 TipRanks' Investors
Success Rate
147 out of 260
profitable transactions
profitable transactions
Average Return
12.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 19.83%
6-Month Return▲ 89.71%
12-Month Return▲ 81.12%
YTD Return▲ 95.14%
Total Return▲ 112.66%
Best Trade
Bio
Performance
65.21%0-65.21%
▲ 5.10%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 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
▲ 14.45%
▲ 1.03%
▲ 10.46%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.94%
▲ 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%
▲ 14.45%▲ 1.03%▲ 10.46%
Recent Activity
Perspective Therapeutics
―
▲ 66.71%
18
Close
Jul 16, 2025
Serve Robotics Inc
0.91%
▲ 11.59%
9
Sell
Jul 16, 2025
WeRide Inc. Sponsored ADR
0.68%
▼ 3.62%
4
Sell
Jul 16, 2025
Tvardi Therapeutics
1.37%
▼ 12.91%
2
Buy
Jul 16, 2025
4D Molecular Therapeutics
0.33%
▼ 54.43%
5
Sell
Jul 15, 2025
Rani Therapeutics Holdings
4.73%
▼ 41.37%
5
Buy
Jul 15, 2025
SPDR S&P 500 ETF Trust
―
▼ 3.71%
7
Close
Jul 15, 2025
IO Biotech
9.77%
▲ 26.81%
4
Buy
Jul 15, 2025
SoundHound AI, Inc Class A
―
▲ 34.98%
15
Close
Jul 14, 2025
Biomea Fusion
―
▼ 36.93%
11
Close
Jul 14, 2025
Meta Platforms
―
0.00%
2
Close
Jul 13, 2025
Tenaya Therapeutics
6%
▲ 11.73%
3
Buy
Jul 11, 2025
Fidelity U.S. Bond Index Fund
4.48%
▲ 0.18%
17
Sell
Jul 10, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
2.28%
▲ 6.72%
32
Buy
Jul 10, 2025
Fidelity 500 Index Fund
2.25%
▲ 6.92%
17
Buy
Jul 10, 2025
BigBearai Holdings
―
▲ 29.24%
5
Close
Jul 10, 2025
Upexi
11.21%
▲ 59.65%
2
Buy
Jul 10, 2025
Cybin
1.45%
▼ 6.60%
10
Sell
Jul 08, 2025
Immunic
5.11%
▲ 7.96%
1
Open
Jul 08, 2025
Lineage Therap
19.14%
▲ 15.82%
8
Buy
Jul 07, 2025