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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #335,899 out of 832,415 TipRanks' Investors
Success Rate
197 out of 347
profitable transactions
profitable transactions
Average Return
7.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.78%
6-Month Return▲ 11.53%
12-Month Return▲ 68.10%
YTD Return▲ 75.90%
Total Return▲ 91.70%
Best Trade
Bio
Performance
65.25%0-65.25%
▲ 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
▼ 3.44%
▲ 0.19%
▼ 3.57%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 8.47%
Dec 2025
▲ 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%
▼ 3.44%▲ 0.19%▼ 3.57%
▼ 0.68%▼ 0.24%▼ 8.47%
Recent Activity
Tenaya Therapeutics
32.18%
▼ 23.36%
17
Buy
Dec 12, 2025
Global X Funds - Global X FinTech ETF
3.08%
▲ 0.93%
2
Buy
Dec 12, 2025
Cullinan Management
0.34%
0.00%
1
Open
Dec 12, 2025
aTyr Pharma
2.55%
▼ 69.12%
16
Buy
Dec 04, 2025
Pfizer
1.1%
▲ 3.19%
5
Buy
Nov 29, 2025
Fidelity U.S. Bond Index Fund
4.34%
▲ 1.49%
22
Buy
Nov 27, 2025
Fidelity 500 Index Fund
4.45%
▲ 10.83%
21
Buy
Nov 27, 2025
Vanguard Equity Income Fund Admiral Shares
4.54%
▲ 3.60%
2
Buy
Nov 27, 2025
Fidelity Small Cap Index Fund
4.62%
▲ 6.73%
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
3.39%
▲ 3.31%
1
Open
Nov 25, 2025
Coinbase Global
5.5%
▲ 7.29%
3
Open
Nov 24, 2025
IShares Bitcoin Trust Registered
3.62%
▲ 1.25%
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%
▲ 1.11%
3
Sell
Nov 19, 2025
Kyverna Therapeutics, Inc.
3.32%
▲ 41.23%
2
Buy
Nov 04, 2025
Vanguard Total International Stock ETF
2.17%
▲ 2.38%
1
Open
Nov 04, 2025