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Charter’s Portfolio - New Portfolio

PerformancePortfolio Details

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #121,926 out of 788,174 TipRanks' Investors
Success Rate
55%
136 out of 247
profitable transactions
Average Return
31.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.47%
6-Month Return▲ 11.97%
12-Month Return▲ 10.40%
YTD Return▲ 1.89%
Total Return▲ 118.34%

Best Trade

AssetTesla (TSLA)
Opened at
Closed at-
Gain▲ 2006.39%

Bio

Growth and Value Model.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 12.15%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.37%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.28%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 5.81%
▼ 2.41%
▲ 0.50%
Dec 2024
▲ 4.98%
▲ 2.69%
▼ 0.26%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 2.15%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 12.15%
▼ 13.14%▲ 2.34%▼ 2.37%
▲ 2.93%▲ 2.10%▼ 0.27%
▲ 9.99%▼ 0.89%▼ 0.28%
▲ 26.04%▲ 5.96%▲ 9.82%
▲ 5.81%▼ 2.41%▲ 0.50%
▲ 4.98%▲ 2.69%▼ 0.26%
▼ 8.93%▲ 1.85%▲ 2.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PSTX
Poseida Therapeutics
―
▲ 232.08%
5
Close
Jan 07, 2025
RGTI
Rigetti Computing
0%
▼ 39.70%
1
Open
Jan 03, 2025
CASK
Heritage Distilling Holding Company, Inc.
0%
▼ 62.38%
1
Open
Dec 03, 2024
MRO
Marathon Oil
―
▲ 424.62%
3
Close
Nov 21, 2024
SNOW
Snowflake
―
▲ 35.12%
6
Close
Nov 21, 2024
COP
Conocophillips
0.65%
▼ 8.11%
1
Open
Nov 21, 2024
AXNX
Axonics Modulation Technologies
―
▲ 24.79%
3
Close
Nov 14, 2024
VSTM
Verastem
0%
▲ 88.18%
1
Open
Oct 18, 2024
LAC
Lithium Americas Corp.
0%
▲ 8.54%
1
Open
Oct 12, 2024
NFE
New Fortress Energy
0%
▲ 24.87%
1
Open
Oct 12, 2024
NTR
Nutrien
2.75%
▲ 32.63%
5
Buy
Sep 11, 2024
RBLX
Roblox
1.31%
▲ 88.59%
5
Sell
Sep 11, 2024
CTRA
Coterra Energy
1.62%
▲ 17.79%
4
Buy
Sep 11, 2024
QURE
uniQure
6.05%
▲ 116.49%
5
Buy
Sep 11, 2024
NEM
Newmont Mining
4.75%
▲ 27.41%
4
Sell
Sep 11, 2024
VERV
Verve Therapeutics
3.43%
▼ 18.09%
6
Buy
Sep 11, 2024
DKNG
DraftKings
0%
▲ 28.62%
1
Open
Sep 11, 2024
NTST
NETSTREIT
0.15%
▼ 15.81%
1
Open
Sep 11, 2024
HROW
Harrow Health
0%
▼ 27.08%
1
Open
Aug 22, 2024
JWN
Nordstrom
0%
▲ 60.00%
5
Sell
Aug 15, 2024