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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #123,543 out of 818,742 TipRanks' Investors
Success Rate
57%
205 out of 360
profitable transactions
Average Return
38.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.91%
6-Month Return▲ 38.82%
12-Month Return▲ 38.17%
YTD Return▲ 32.38%
Total Return▲ 176.76%

Best Trade

Opened at
Closed at-
Gain▲ 2431.11%

Bio

Growth and Value Model.

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 2.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 7.15%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.13%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 14.75%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 7.52%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 0.92%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 2.88%
▼ 1.80%▼ 5.57%▼ 8.64%
▲ 1.84%▼ 0.87%▲ 7.15%
▲ 12.20%▲ 6.28%▼ 0.59%
▲ 6.24%▲ 5.14%▲ 12.13%
▲ 27.91%▲ 2.30%▲ 14.75%
▲ 4.87%▲ 2.05%▲ 7.52%
▲ 8.21%▲ 2.19%▲ 0.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aldeyra Therapeutics
0%
▲ 81.42%
6
Sell
Sep 03, 2025
Lexeo Therapeutics, Inc.
0.18%
▲ 19.03%
4
Buy
Sep 03, 2025
Relay Therapeutics
0%
▼ 27.13%
7
Sell
Sep 03, 2025
Seadrill Limited
0%
▲ 51.50%
4
Sell
Sep 03, 2025
MBX Biosciences, Inc.
0.33%
▼ 24.41%
3
Buy
Sep 03, 2025
Snowflake
0.65%
▲ 20.27%
9
Buy
Aug 27, 2025
Nkarta
1.14%
▼ 16.45%
8
Buy
Aug 27, 2025
Intellia Therapeutics
2.96%
▼ 13.66%
5
Buy
Aug 27, 2025
Acumen Pharmaceuticals
0.97%
▼ 34.43%
7
Buy
Aug 27, 2025
Ultragenyx Pharmaceutical
4.19%
▼ 27.35%
4
Buy
Aug 27, 2025
ASML Holding
1.3%
▲ 18.54%
4
Buy
Aug 27, 2025
Replimune Group
0.34%
▼ 24.22%
4
Buy
Aug 27, 2025
AdvanSix
1.25%
▼ 10.62%
5
Buy
Aug 27, 2025
Vor Biopharma
0.14%
▲ 163.22%
4
Buy
Aug 27, 2025
Pulmonx
0.46%
▼ 43.46%
2
Buy
Aug 27, 2025
Truth Social
0.55%
▼ 18.92%
2
Buy
Aug 27, 2025
Exact Sciences
0.47%
▲ 2.93%
3
Buy
Aug 27, 2025
Applied Materials
2.65%
▲ 6.17%
3
Buy
Aug 27, 2025
AeroVironment
4.05%
▲ 6.30%
2
Buy
Aug 27, 2025
Phathom Pharmaceuticals
0.82%
▲ 4.92%
2
Buy
Aug 27, 2025