Charles' 2024 - New Portfolio

Performance Portfolio Details

Charles

Charles' 2024

Individual Investor

Ranked #379,216 out of 858,971 TipRanks' Investors

Success Rate

216 out of 392
profitable transactions

Average Return

6.28%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

20.94% TNYA

5.38% UPB

4.99% FSSNX

4.83% VEIRX

4.62% FXAIX

59.24% Others

By Assets

66.38% Stocks

18.95% Funds

14.66% ETFs

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

50.99% Healthcare

33.62% General

6.24% Technology

6.11% Industrials

3.04% Real Estate

Portfolio Holdings

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To view investors' portfolios

SOUN

$6.97

+1.9%

After:

+0.86%

4 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 0.14%

PLTR

$135.70

+2.52%

After:

<+0.01%

14 Buy

5 Hold

2 Sell

Moderate Buy

premium

▼ 0.68%

LLY

$922.50

-0.76%

After:

+0.16%

17 Buy

2 Hold

1 Sell

Strong Buy

premium

▼ 12.25%

PFE

$27.11

-0.84%

After:

+0.13%

8 Buy

13 Hold

2 Sell

Moderate Buy

premium

▲ 8.43%

FXNAX

$10.51

+0.19%

―

premium

▲ 0.41%

FXAIX

$239.28

+1.02%

405 Buy

93 Hold

8 Sell

Moderate Buy

premium

▲ 3.22%

TNYA

$0.74

+3.31%

After:

+1.35%

5 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 15.55%

UNH

$314.19

+0.38%

After:

+0.07%

18 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 7.94%

UNP

$252.04

+0.28%

After:

-0.25%

12 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 10.45%

KYTX

$9.36

-1.37%

After:

+0.23%

4 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 38.53%

QQQM

$258.78

+1.81%

After:

+0.1%

1K Buy

555 Hold

71 Sell

Moderate Buy

premium

▲ 4.68%

VDC

$223.95

-0.11%

After:

+0.47%

458 Buy

401 Hold

62 Sell

Moderate Buy

premium

▲ 4.46%

AAAU

$47.79

+2.2%

After:

-0.08%

―

premium

▲ 20.35%

VXUS

$82.81

+1.12%

After:

+0.02%

―

premium

▲ 11.91%

VEIRX

$96.91

+0.79%

162 Buy

29 Hold

4 Sell

Moderate Buy

premium

▼ 1.38%

FSSNX

$33.40

+1.52%

1K Buy

608 Hold

55 Sell

Moderate Buy

premium

▲ 11.43%

LABU

$197.82

+8.28%

After:

+0.09%

―

premium

▲ 29.28%

CGEM

$14.35

+0.7%

After:

-0.77%

10 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 23.94%

LAES

$2.59

+21.03%

After:

+4.05%

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 50.09%

DFTX

$21.93

-1.44%

After:

+0.32%

12 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 26.22%

GRID

$181.25

+0.92%

After:

+0.41%

570 Buy

269 Hold

51 Sell

Moderate Buy

premium

▲ 15.23%

NLY

$22.40

+0.81%

After:

7 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 2.31%

ACRV

$1.64

+1.86%

After:

+0.61%

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 15.9%

JNJ

$240.10

+0.9%

After:

-0.06%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 0.53%

MSTR

$137.41

+3.82%

After:

+0.52%

12 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 21.92%

VICI

$28.36

+0.11%

After:

+0.46%

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 2.02%

RXO

$16.24

+1.12%

After:

-1.11%

4 Buy

8 Hold

1 Sell

Hold

premium

▲ 0.51%

UPB

$10.34

+1.08%

After:

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 6.11%

VRT

$310.51

+3.52%

After:

+0.05%

16 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 17.35%