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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #104,298 out of 829,443 TipRanks' Investors
Success Rate
57%
214 out of 375
profitable transactions
Average Return
40.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.35%
6-Month Return▲ 79.60%
12-Month Return▲ 82.53%
YTD Return▲ 71.02%
Total Return▲ 257.26%

Best Trade

Opened at
Closed at-
Gain▲ 2224.46%

Bio

Growth and Value Model.

Performance

18.85%0-18.85%
▲ 0.80%
▼ 0.87%
▲ 7.15%
Apr 2025
▲ 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
▼ 8.98%
▼ 3.38%
▼ 5.88%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 7.15%
▲ 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%
▼ 8.98%▼ 3.38%▼ 5.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Seadrill Limited
0.22%
▲ 27.40%
5
Buy
Nov 06, 2025
Contineum Therapeutics, Inc. Class A
0%
▼ 0.59%
1
Open
Nov 06, 2025
PayPal Holdings
1.12%
▼ 8.38%
1
Open
Nov 06, 2025
RegenXBio
0.44%
▲ 5.64%
1
Open
Nov 06, 2025
Skyworks Solutions
0%
▼ 10.36%
1
Open
Nov 06, 2025
SolarEdge Technologies
0.38%
▼ 11.39%
1
Open
Nov 06, 2025
Sandstorm Gold
▲ 127.99%
4
Close
Oct 17, 2025
Royal Gold
0.43%
▼ 4.73%
1
Open
Oct 17, 2025
Tesla
11.57%
▲ 1,447.57%
6
Sell
Oct 16, 2025
Pan American Silver
5.43%
▲ 130.20%
7
Sell
Oct 16, 2025
Wheaton Precious Metals
2.2%
▲ 135.15%
3
Sell
Oct 16, 2025
Coeur Mining
0.52%
▲ 402.53%
4
Sell
Oct 16, 2025
Advanced Micro Devices
0.75%
▲ 128.71%
5
Sell
Oct 16, 2025
SoFi
0.47%
▲ 138.12%
5
Sell
Oct 16, 2025
Lucky Strike Entertainment
0%
▼ 29.22%
2
Sell
Oct 16, 2025
Kratos Defense
0.51%
▲ 323.24%
4
Sell
Oct 16, 2025
uniQure
1.54%
▲ 364.54%
8
Sell
Oct 16, 2025
Intellia Therapeutics
1.21%
▼ 42.88%
6
Sell
Oct 16, 2025
Ultragenyx Pharmaceutical
0%
▼ 15.00%
5
Sell
Oct 16, 2025
Newmont Mining
3.09%
▲ 125.64%
5
Sell
Oct 16, 2025