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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #81,366 out of 833,213 TipRanks' Investors
Success Rate
59%
221 out of 377
profitable transactions
Average Return
51.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.62%
6-Month Return▲ 78.96%
12-Month Return▲ 89.04%
YTD Return▲ 84.93%
Total Return▲ 286.33%

Best Trade

Opened at
Closed at-
Gain▲ 2760.03%

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
▼ 0.06%
▼ 0.12%
▲ 3.68%
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%
▼ 0.06%▼ 0.12%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Altimmune
1.15%
▼ 36.70%
5
Buy
Dec 16, 2025
Omeros
0.22%
▲ 62.13%
8
Sell
Dec 06, 2025
Pan American Silver
5.92%
▲ 225.61%
8
Sell
Dec 06, 2025
Rhythm Pharmaceuticals
1.46%
▲ 325.43%
10
Sell
Dec 06, 2025
Coeur Mining
0.42%
▲ 555.56%
5
Sell
Dec 06, 2025
SoFi
0.36%
▲ 154.84%
6
Sell
Dec 06, 2025
Kratos Defense
0.37%
▲ 361.50%
5
Sell
Dec 06, 2025
Vizsla Silver
0.53%
▲ 266.59%
4
Sell
Dec 06, 2025
Vor Biopharma
▼ 24.44%
5
Close
Dec 06, 2025
Seadrill Limited
0.21%
▲ 33.35%
5
Buy
Nov 06, 2025
Contineum Therapeutics, Inc. Class A
0%
▲ 6.63%
1
Open
Nov 06, 2025
PayPal Holdings
0.98%
▼ 9.53%
1
Open
Nov 06, 2025
RegenXBio
0.48%
▲ 30.62%
1
Open
Nov 06, 2025
Skyworks Solutions
0%
▼ 7.39%
1
Open
Nov 06, 2025
SolarEdge Technologies
0.28%
▼ 25.26%
1
Open
Nov 06, 2025
Sandstorm Gold
▲ 127.99%
4
Close
Oct 17, 2025
Royal Gold
0.46%
▲ 17.49%
1
Open
Oct 17, 2025
Tesla
12.57%
▲ 1,804.14%
6
Sell
Oct 16, 2025
Wheaton Precious Metals
2.34%
▲ 183.55%
3
Sell
Oct 16, 2025
Advanced Micro Devices
0.7%
▲ 139.54%
5
Sell
Oct 16, 2025