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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #562,175 out of 799,559 TipRanks' Investors
Success Rate
87 out of 190
profitable transactions
profitable transactions
Average Return
-6.43%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 19.61%
6-Month Return▼ 13.57%
12-Month Return▼ 15.90%
YTD Return▼ 12.04%
Total Return▼ 4.14%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 25.97%
▲ 5.96%
▼ 10.00%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 6.06%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.24%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 20.26%
Mar 2025
▲ 1.73%
▼ 0.87%
▲ 11.85%
Apr 2025
▲ 14.56%
▲ 6.48%
▲ 2.46%
May 2025
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 25.97%▲ 5.96%▼ 10.00%
▲ 5.41%▼ 2.41%▼ 2.94%
▲ 6.02%▲ 2.69%▲ 6.06%
▼ 12.86%▼ 1.27%▼ 9.24%
▼ 1.80%▼ 5.57%▼ 20.26%
▲ 1.73%▼ 0.87%▲ 11.85%
▲ 14.56%▲ 6.48%▲ 2.46%
Recent Activity
Inozyme Pharma
0%
▲ 10.55%
10
Buy
May 14, 2025
Inmune Bio
―
▲ 9.31%
7
Close
May 14, 2025
Ethereum
―
▲ 40.84%
2
Close
May 14, 2025
Cybin
3.59%
▼ 24.50%
4
Buy
May 13, 2025
Fidelity Wise Origin Bitcoin Fund
―
▲ 6.63%
3
Close
May 13, 2025
SPDR S&P 500 ETF Trust
―
▼ 5.36%
5
Close
May 13, 2025
Microsoft
―
▲ 7.66%
4
Close
May 12, 2025
Recursion Pharmaceuticals
―
▼ 28.69%
12
Close
May 05, 2025
Fidelity U.S. Bond Index Fund
9.76%
▼ 0.21%
9
Buy
May 02, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
1.43%
▲ 4.56%
26
Buy
May 02, 2025
Fidelity 500 Index Fund
1.35%
▲ 4.01%
12
Buy
May 02, 2025
Super Micro Computer
―
▼ 40.86%
9
Close
May 01, 2025
Nvidia
―
▲ 10.94%
10
Close
Apr 29, 2025
Tempus AI, Inc. Class A
―
▲ 19.32%
2
Close
Apr 29, 2025
C3ai
―
▼ 10.71%
8
Close
Apr 06, 2025
Energy Transfer
―
▼ 7.37%
5
Close
Apr 06, 2025
AT&T
―
▲ 9.36%
6
Close
Apr 06, 2025
Invesco QQQ Trust
―
▼ 6.08%
7
Close
Apr 06, 2025
Eli Lilly & Co
―
▼ 9.03%
8
Close
Apr 06, 2025
Serve Robotics Inc
―
▲ 15.33%
7
Close
Apr 06, 2025