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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #65,259 out of 822,356 TipRanks' Investors
Success Rate
60%
220 out of 368
profitable transactions
Average Return
59.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 23.01%
6-Month Return▲ 99.42%
12-Month Return▲ 82.26%
YTD Return▲ 65.66%
Total Return▲ 246.35%

Best Trade

Opened at
Closed at-
Gain▲ 2507.37%

Bio

Growth and Value Model.

Performance

18.85%0-18.85%
▼ 6.38%
▼ 5.57%
▼ 8.64%
Mar 2025
▲ 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
▲ 4.13%
▲ 1.04%
▲ 6.26%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.64%
▲ 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%
▲ 4.13%▲ 1.04%▲ 6.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lexeo Therapeutics, Inc.
0%
▲ 57.17%
5
Sell
Oct 08, 2025
Archer Aviation
0.78%
▼ 0.16%
1
Open
Oct 07, 2025
Caesars Entertainment
1.77%
▼ 22.17%
6
Buy
Sep 30, 2025
Nkarta
1.58%
▼ 7.21%
9
Buy
Sep 30, 2025
DraftKings
1.71%
▼ 11.65%
5
Buy
Sep 30, 2025
Schlumberger
1.28%
▼ 6.72%
4
Buy
Sep 30, 2025
Pulmonx
0.11%
▼ 35.07%
3
Sell
Sep 30, 2025
Trevi Therapeutics
0.62%
▲ 44.45%
3
Buy
Sep 30, 2025
Viking Therapeutics
6.11%
▲ 15.70%
3
Buy
Sep 30, 2025
MBX Biosciences, Inc.
0.8%
▲ 13.11%
4
Buy
Sep 30, 2025
Aldeyra Therapeutics
0%
▲ 108.08%
6
Sell
Sep 03, 2025
Relay Therapeutics
0%
▲ 8.85%
7
Sell
Sep 03, 2025
Seadrill Limited
0%
▲ 38.85%
4
Sell
Sep 03, 2025
Snowflake
0.63%
▲ 28.07%
9
Buy
Aug 27, 2025
Intellia Therapeutics
4.93%
▲ 70.25%
5
Buy
Aug 27, 2025
Acumen Pharmaceuticals
1.23%
▼ 1.39%
7
Buy
Aug 27, 2025
Ultragenyx Pharmaceutical
3.81%
▼ 21.91%
4
Buy
Aug 27, 2025
ASML Holding
1.24%
▲ 34.24%
4
Buy
Aug 27, 2025
Replimune Group
0.23%
▼ 39.35%
4
Buy
Aug 27, 2025
AdvanSix
1.04%
▼ 12.03%
5
Buy
Aug 27, 2025