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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #78,604 out of 832,562 TipRanks' Investors
Success Rate
60%
224 out of 376
profitable transactions
Average Return
49.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.80%
6-Month Return▲ 70.36%
12-Month Return▲ 83.56%
YTD Return▲ 81.59%
Total Return▲ 279.35%

Best Trade

Opened at
Closed at-
Gain▲ 2725.02%

Bio

Growth and Value Model.

Performance

18.85%0-18.85%
▲ 11.63%
▲ 6.28%
▼ 0.59%
May 2025
▲ 9.25%
▲ 5.14%
▲ 12.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 14.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.52%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 18.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 16.68%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 1.84%
Nov 2025
▼ 0.68%
▼ 0.39%
▲ 1.81%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▼ 0.59%
▲ 9.25%▲ 5.14%▲ 12.13%
▲ 7.60%▲ 2.30%▲ 14.75%
▲ 2.76%▲ 2.05%▲ 7.52%
▲ 12.88%▲ 3.56%▲ 18.85%
▲ 10.96%▲ 2.38%▲ 16.68%
▼ 3.57%▲ 0.19%▼ 1.84%
▼ 0.68%▼ 0.39%▲ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altimmune
1.57%
▼ 32.44%
5
Buy
Dec 16, 2025
Omeros
0.21%
▲ 57.28%
8
Sell
Dec 06, 2025
Pan American Silver
5.71%
▲ 210.32%
8
Sell
Dec 06, 2025
Rhythm Pharmaceuticals
1.49%
▲ 326.87%
10
Sell
Dec 06, 2025
Coeur Mining
0.39%
▲ 507.42%
5
Sell
Dec 06, 2025
SoFi
0.34%
▲ 143.26%
6
Sell
Dec 06, 2025
Kratos Defense
0.37%
▲ 354.58%
5
Sell
Dec 06, 2025
Vizsla Silver
0.51%
▲ 251.57%
4
Sell
Dec 06, 2025
Vor Biopharma
▼ 24.44%
5
Close
Dec 06, 2025
Seadrill Limited
0.21%
▲ 35.13%
5
Buy
Nov 06, 2025
Contineum Therapeutics, Inc. Class A
0%
▲ 5.18%
1
Open
Nov 06, 2025
PayPal Holdings
1%
▼ 8.12%
1
Open
Nov 06, 2025
RegenXBio
0.46%
▲ 23.81%
1
Open
Nov 06, 2025
Skyworks Solutions
0%
▼ 4.98%
1
Open
Nov 06, 2025
SolarEdge Technologies
0.28%
▼ 26.59%
1
Open
Nov 06, 2025
Sandstorm Gold
▲ 127.99%
4
Close
Oct 17, 2025
Royal Gold
0.45%
▲ 11.48%
1
Open
Oct 17, 2025
Tesla
12.58%
▲ 1,780.83%
6
Sell
Oct 16, 2025
Wheaton Precious Metals
2.3%
▲ 174.12%
3
Sell
Oct 16, 2025
Advanced Micro Devices
0.69%
▲ 132.97%
5
Sell
Oct 16, 2025