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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #78,469 out of 832,415 TipRanks' Investors
Success Rate
60%
225 out of 376
profitable transactions
Average Return
50.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.70%
6-Month Return▲ 80.36%
12-Month Return▲ 84.42%
YTD Return▲ 85.39%
Total Return▲ 287.28%

Best Trade

Opened at
Closed at-
Gain▲ 2627.85%

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
▼ 3.44%
▲ 0.19%
▼ 1.84%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 3.93%
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%
▼ 3.44%▲ 0.19%▼ 1.84%
▼ 0.68%▼ 0.24%▲ 3.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omeros
0.24%
▲ 68.79%
8
Sell
Dec 06, 2025
Pan American Silver
5.84%
▲ 212.78%
8
Sell
Dec 06, 2025
Rhythm Pharmaceuticals
1.52%
▲ 330.81%
10
Sell
Dec 06, 2025
Coeur Mining
0.4%
▲ 519.63%
5
Sell
Dec 06, 2025
SoFi
0.37%
▲ 155.16%
6
Sell
Dec 06, 2025
Kratos Defense
0.38%
▲ 364.99%
5
Sell
Dec 06, 2025
Vizsla Silver
0.52%
▲ 253.62%
4
Sell
Dec 06, 2025
Vor Biopharma
▼ 24.44%
5
Close
Dec 06, 2025
Altimmune
0%
▼ 32.50%
4
Open
Dec 03, 2025
Seadrill Limited
0.21%
▲ 34.16%
5
Buy
Nov 06, 2025
Contineum Therapeutics, Inc. Class A
0%
▲ 5.63%
1
Open
Nov 06, 2025
PayPal Holdings
1.03%
▼ 6.73%
1
Open
Nov 06, 2025
RegenXBio
0.47%
▲ 24.17%
1
Open
Nov 06, 2025
Skyworks Solutions
0%
▼ 4.12%
1
Open
Nov 06, 2025
SolarEdge Technologies
0.3%
▼ 24.05%
1
Open
Nov 06, 2025
Sandstorm Gold
▲ 127.99%
4
Close
Oct 17, 2025
Royal Gold
0.46%
▲ 12.90%
1
Open
Oct 17, 2025
Tesla
12.31%
▲ 1,716.14%
6
Sell
Oct 16, 2025
Wheaton Precious Metals
2.36%
▲ 178.41%
3
Sell
Oct 16, 2025
Advanced Micro Devices
0.71%
▲ 136.56%
5
Sell
Oct 16, 2025