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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #322,059 out of 795,672 TipRanks' Investors
Success Rate
44%
131 out of 301
profitable transactions
Average Return
10.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.12%
6-Month Return▼ 8.25%
12-Month Return▼ 4.08%
YTD Return▼ 14.35%
Total Return▲ 80.50%

Best Trade

Opened at
Closed at-
Gain▲ 1411.70%

Bio

Growth and Value Model.

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.83%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 0.87%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 0.27%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.64%
Mar 2025
▼ 6.01%
▼ 3.62%
▼ 3.21%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 0.27%
▲ 10.00%▼ 0.89%▼ 0.59%
▲ 25.98%▲ 5.96%▲ 9.83%
▲ 5.34%▼ 2.41%▼ 0.87%
▲ 5.99%▲ 2.69%▼ 0.27%
▼ 12.86%▼ 1.27%▼ 2.88%
▼ 1.80%▼ 5.57%▼ 8.64%
▼ 6.01%▼ 3.62%▼ 3.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Caesars Entertainment
1.94%
▼ 18.17%
5
Buy
Apr 10, 2025
Aldeyra Therapeutics
1.02%
▼ 21.51%
4
Buy
Apr 10, 2025
Barrick Gold
2.35%
▲ 16.37%
6
Buy
Apr 10, 2025
Roblox
1.97%
▲ 53.49%
6
Buy
Apr 10, 2025
Microsoft
2.23%
▲ 15.65%
6
Buy
Apr 10, 2025
Advanced Micro Devices
1.09%
▲ 6.06%
4
Buy
Apr 10, 2025
Okta
0.97%
▲ 9.44%
2
Buy
Apr 10, 2025
Coterra Energy
1.84%
▲ 3.67%
5
Buy
Apr 10, 2025
Delta Air Lines
2.63%
▼ 1.62%
4
Buy
Apr 10, 2025
Intellia Therapeutics
1.01%
▼ 51.19%
4
Buy
Apr 10, 2025
Acumen Pharmaceuticals
0.89%
▼ 45.87%
6
Buy
Apr 10, 2025
MacroGenics
0.59%
▼ 65.76%
4
Buy
Apr 10, 2025
ACV Auctions
0.94%
▲ 1.23%
3
Buy
Apr 10, 2025
Arcturus Therapeutics
0.59%
▼ 30.68%
2
Buy
Apr 10, 2025
Evolv Technologies Holdings
1.85%
▼ 9.83%
5
Buy
Apr 10, 2025
Albemarle
4.19%
▼ 26.05%
3
Buy
Apr 10, 2025
AdvanSix
1.18%
▼ 16.18%
4
Buy
Apr 10, 2025
DraftKings
1.97%
▼ 11.63%
4
Buy
Apr 10, 2025
Rigetti Computing
0.07%
▼ 29.68%
2
Buy
Apr 10, 2025
Jazz Pharmaceuticals
1.56%
▼ 15.15%
3
Buy
Apr 10, 2025