Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #137,924 out of 757,311 TipRanks' Investors
Success Rate
54%
131 out of 241
profitable transactions
Average Return
18.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.55%
6-Month Return▲ 0.11%
12-Month Return▲ 19.93%
YTD Return▲ 0.88%
Total Return▲ 95.52%

Best Trade

Opened at
Closed at-
Gain▲ 1285.18%

Bio

Growth and Value Model.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 13.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.65%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.08%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 12.14%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.36%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 0.10%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 13.78%
▲ 5.05%▲ 3.27%▼ 0.65%
▼ 12.40%▼ 4.03%▼ 9.90%
▲ 11.46%▲ 5.06%▲ 1.46%
▼ 2.25%▲ 3.53%▼ 5.08%
▲ 25.76%▲ 1.21%▲ 12.14%
▼ 4.21%▲ 2.34%▼ 2.36%
▲ 1.03%▼ 0.11%▲ 0.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nutrien
2.59%
▲ 14.12%
5
Buy
Sep 11, 2024
Roblox
1%
▲ 35.93%
5
Sell
Sep 11, 2024
Snowflake
0.92%
▼ 0.43%
5
Buy
Sep 11, 2024
Coterra Energy
1.4%
▼ 5.70%
4
Buy
Sep 11, 2024
uniQure
2.76%
▼ 3.78%
5
Buy
Sep 11, 2024
Newmont Mining
5.78%
▲ 40.58%
4
Sell
Sep 11, 2024
Verve Therapeutics
2.61%
▼ 42.36%
6
Buy
Sep 11, 2024
DraftKings
0%
▼ 0.96%
1
Open
Sep 11, 2024
NETSTREIT
0.18%
▼ 3.04%
1
Open
Sep 11, 2024
Harrow Health
0%
▲ 9.70%
1
Open
Aug 22, 2024
Nordstrom
0%
▲ 47.02%
5
Sell
Aug 15, 2024
ARS Pharmaceuticals
0.04%
▲ 180.74%
4
Sell
Aug 15, 2024
Rhythm Pharmaceuticals
2.36%
▲ 103.49%
8
Buy
May 29, 2024
Nkarta
2.61%
▲ 120.10%
6
Buy
May 29, 2024
Novagold Resources New
▼ 74.80%
3
Close
Apr 30, 2024
Energy Transfer
0.87%
▲ 100.08%
4
Buy
Apr 30, 2024
Barrick Gold
1.2%
▲ 17.93%
4
Buy
Apr 30, 2024
Cara Therapeutics
1.67%
▼ 77.39%
7
Buy
Apr 30, 2024
Global Payments
1.83%
▲ 2.19%
2
Buy
Apr 30, 2024
Axonics Modulation Technologies
0.75%
▲ 20.82%
2
Buy
Apr 30, 2024