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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #303,255 out of 781,066 TipRanks' Investors
Success Rate
72 out of 140
profitable transactions
profitable transactions
Average Return
10.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.40%
6-Month Return▼ 3.14%
12-Month Return-
YTD Return▲ 2.86%
Total Return▲ 12.19%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 22.96%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 10.00%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.86%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.86%
Jan 2025
▲ 9.79%▲ 3.53%▼ 2.87%
▲ 8.13%▲ 1.21%▲ 22.96%
▼ 13.14%▲ 2.34%▼ 5.75%
▲ 2.93%▲ 2.10%▼ 1.52%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 26.04%▲ 5.96%▼ 10.00%
▲ 5.93%▼ 2.41%▼ 2.86%
▲ 9.79%▲ 0.95%▲ 2.86%
Recent Activity
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
3.82%
▲ 9.82%
15
Buy
Dec 26, 2024
Blink Charging Co
―
▼ 52.55%
3
Close
Dec 26, 2024
SoundHound AI, Inc Class A
0%
▲ 71.20%
11
Sell
Dec 16, 2024
Biomea Fusion
4.3%
▼ 24.73%
4
Buy
Dec 16, 2024
C3ai
4.85%
▲ 8.80%
6
Buy
Dec 10, 2024
Invesco QQQ Trust
0.79%
▲ 0.17%
5
Open
Dec 10, 2024
SPDR S&P 500 ETF Trust
0.91%
▼ 0.53%
1
Open
Dec 10, 2024
Applied Materials
0%
▲ 8.02%
3
Open
Dec 08, 2024
Recursion Pharmaceuticals
14.37%
▼ 11.27%
8
Buy
Dec 05, 2024
Broadcom
0%
▲ 65.43%
7
Sell
Dec 04, 2024
Eli Lilly & Co
2.2%
▼ 7.87%
5
Sell
Dec 04, 2024
Energy Transfer
3.57%
▲ 3.61%
3
Open
Nov 21, 2024
AT&T
3.92%
▼ 0.64%
3
Open
Nov 21, 2024
Fidelity Wise Origin Bitcoin Fund
3.47%
▲ 6.73%
1
Open
Nov 21, 2024
Barrick Gold
2.81%
▼ 11.19%
1
Open
Nov 21, 2024
Nvidia
6.26%
▲ 44.35%
7
Sell
Nov 19, 2024
Serve Robotics Inc
5.53%
▲ 287.82%
5
Sell
Nov 19, 2024
ARM Holdings PLC ADR
3.39%
▲ 5.34%
3
Open
Nov 13, 2024
Lineage Therap
3.7%
▼ 35.09%
3
Buy
Nov 13, 2024
Cloudflare
4.44%
▲ 24.43%
1
Open
Nov 13, 2024