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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #105,095 out of 858,896 TipRanks' Investors
Success Rate
56%
221 out of 395
profitable transactions
Average Return
48.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.67%
6-Month Return▲ 6.15%
12-Month Return▲ 110.13%
YTD Return▼ 8.60%
Total Return▲ 264.41%

Best Trade

Opened at
Closed at-
Gain▲ 2183.18%

Bio

Growth and Value Model.

Performance

18.85%0-18.85%
▲ 12.88%
▲ 3.56%
▲ 18.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 16.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.87%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 7.34%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.86%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.94%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.96%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 6.49%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 18.85%
▲ 10.96%▲ 2.38%▲ 16.68%
▼ 3.68%▲ 0.19%▼ 1.87%
▼ 0.10%▲ 0.08%▲ 7.34%
▲ 4.06%▲ 1.47%▼ 3.86%
▼ 1.12%▼ 0.86%▼ 1.94%
▲ 0.60%▼ 4.94%▼ 8.96%
▲ 4.89%▲ 4.48%▲ 6.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Exact Sciences
▲ 106.16%
4
Close
Mar 20, 2026
Nutrien
1.58%
▲ 92.63%
6
Sell
Mar 06, 2026
Pan American Silver
4.11%
▲ 263.48%
10
Sell
Mar 06, 2026
Wheaton Precious Metals
2.58%
▲ 243.64%
4
Sell
Mar 06, 2026
Caesars Entertainment
3.83%
▼ 8.45%
7
Buy
Mar 06, 2026
First Majestic Silver
2.93%
▲ 209.11%
4
Sell
Mar 06, 2026
Advanced Micro Devices
0.44%
▲ 175.01%
6
Sell
Mar 06, 2026
Okta
0.67%
▼ 28.50%
3
Buy
Mar 06, 2026
uniQure
1.37%
▲ 132.05%
9
Buy
Mar 06, 2026
Newmont Mining
2.58%
▲ 228.35%
7
Sell
Mar 06, 2026
ASML Holding
2.11%
▲ 101.43%
5
Sell
Mar 06, 2026
Altimmune
2.31%
▼ 33.25%
7
Buy
Mar 06, 2026
Albemarle
3.71%
▲ 134.62%
7
Sell
Mar 06, 2026
DraftKings
0.24%
▼ 42.20%
6
Sell
Mar 06, 2026
Heritage Distilling Holding Company
▼ 98.05%
3
Close
Mar 06, 2026
Viavi Solutions
2.23%
▲ 315.70%
3
Sell
Mar 06, 2026
Truth Social
0.5%
▼ 39.26%
3
Buy
Mar 06, 2026
Applied Materials
2.85%
▲ 138.56%
5
Sell
Mar 06, 2026
Anglogold Ashanti PLC
0.19%
▲ 130.73%
3
Sell
Mar 06, 2026
Bitcoin
2.54%
▼ 22.41%
3
Buy
Mar 06, 2026