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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #103,694 out of 861,174 TipRanks' Investors
Success Rate
58%
241 out of 416
profitable transactions
Average Return
51.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.77%
6-Month Return▲ 8.98%
12-Month Return▲ 91.36%
YTD Return▼ 4.66%
Total Return▲ 279.97%

Best Trade

Opened at
Closed at-
Gain▲ 2344.59%

Bio

Growth and Value Model.

Performance

16.68%0-16.68%
▲ 10.96%
▲ 2.38%
▲ 16.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.91%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 7.34%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.86%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 1.85%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 8.64%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.52%
Apr 2026
▲ 2.08%
▼ 0.09%
▲ 3.82%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 16.68%
▼ 3.68%▲ 0.19%▼ 1.91%
▼ 0.10%▲ 0.08%▲ 7.34%
▲ 4.06%▲ 1.47%▼ 3.86%
▼ 1.33%▼ 0.86%▼ 1.85%
▲ 0.52%▼ 4.94%▼ 8.64%
▲ 16.06%▲ 10.51%▲ 6.52%
▲ 2.08%▼ 0.09%▲ 3.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Roblox
0.91%
▲ 19.54%
9
Buy
Apr 29, 2026
Okta
1.23%
▼ 8.83%
4
Buy
Apr 29, 2026
Global Payments
1.83%
▼ 16.36%
4
Buy
Apr 29, 2026
Replimune Group
▼ 68.42%
5
Close
Apr 29, 2026
Schlumberger
1.77%
▲ 54.88%
5
Sell
Apr 29, 2026
Pulmonx
▼ 56.23%
4
Close
Apr 29, 2026
Bitcoin
3.86%
▼ 7.33%
4
Buy
Apr 29, 2026
AeroVironment
1.72%
▼ 17.66%
6
Buy
Apr 29, 2026
Repligen
0.38%
▼ 16.97%
3
Sell
Apr 29, 2026
Science Applications
0.31%
▼ 3.52%
3
Buy
Apr 29, 2026
PayPal Holdings
1.6%
▼ 8.48%
3
Buy
Apr 29, 2026
Micron
0.37%
▲ 38.96%
2
Buy
Apr 29, 2026
Nkarta
3.84%
▲ 30.95%
10
Buy
Apr 28, 2026
Inventiva
1.68%
▲ 22.42%
5
Buy
Apr 28, 2026
Altimmune
2.4%
▼ 29.96%
8
Buy
Apr 28, 2026
RegenXBio
0.45%
▼ 3.94%
2
Buy
Apr 28, 2026
Swarmer, Inc.
0%
▼ 13.96%
1
Open
Apr 28, 2026
Devon Energy
0%
▲ 3.60%
1
Open
Apr 28, 2026
Omeros
0.05%
▲ 126.44%
9
Sell
Apr 17, 2026
Alaska Air
0.23%
▼ 27.17%
6
Buy
Apr 17, 2026