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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #205,989 out of 792,946 TipRanks' Investors
Success Rate
50%
134 out of 269
profitable transactions
Average Return
19.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.50%
6-Month Return▲ 2.25%
12-Month Return▲ 0.54%
YTD Return▼ 5.85%
Total Return▲ 98.64%

Best Trade

Opened at
Closed at-
Gain▲ 1711.51%

Bio

Growth and Value Model.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.37%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.83%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 0.75%
Dec 2024
▲ 5.83%
▲ 2.69%
▼ 0.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.88%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.65%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.37%
▲ 2.93%▲ 2.10%▼ 0.27%
▲ 10.00%▼ 0.89%▼ 0.59%
▲ 26.01%▲ 5.96%▲ 9.83%
▲ 5.39%▼ 2.41%▼ 0.75%
▲ 5.83%▲ 2.69%▼ 0.43%
▼ 12.86%▼ 1.27%▼ 2.88%
▲ 2.82%▼ 4.80%▼ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
0%
▲ 31.25%
4
Open
Mar 11, 2025
Qualcomm
3.2%
▲ 24.95%
6
Buy
Mar 11, 2025
Acumen Pharmaceuticals
0.67%
▼ 52.67%
5
Buy
Mar 11, 2025
Beam Therapeutics
0%
▼ 18.86%
4
Open
Mar 11, 2025
AdvanSix
1.17%
▼ 12.97%
3
Buy
Mar 11, 2025
DraftKings
1.01%
▼ 1.97%
3
Buy
Mar 11, 2025
NETSTREIT
0.77%
▼ 3.82%
2
Buy
Mar 11, 2025
Jazz Pharmaceuticals
0%
▲ 1.39%
1
Open
Mar 11, 2025
Seadrill Limited
0%
▲ 5.18%
1
Open
Mar 11, 2025
Schlumberger
0%
▲ 2.27%
1
Open
Mar 11, 2025
Summit Therapeutics
0%
▲ 6.76%
1
Open
Mar 11, 2025
Viavi Solutions
0%
▲ 7.69%
1
Open
Mar 11, 2025
Vor Biopharma
0%
▼ 1.92%
1
Open
Mar 11, 2025
Caesars Entertainment
1.4%
▼ 17.76%
4
Buy
Feb 24, 2025
First Majestic Silver
2.12%
▲ 3.73%
2
Buy
Feb 24, 2025
Barrick Gold
1.93%
▲ 9.97%
5
Buy
Feb 24, 2025
Nkarta
1.15%
▼ 34.65%
7
Buy
Feb 24, 2025
Relay Therapeutics
0.78%
▼ 55.05%
5
Buy
Feb 24, 2025
Verve Therapeutics
3.4%
▼ 38.96%
7
Buy
Feb 24, 2025
Albemarle
3.16%
▼ 18.51%
2
Buy
Feb 24, 2025