tiprankstipranks
Trending News
More News >

Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #107,939 out of 815,638 TipRanks' Investors
Success Rate
57%
195 out of 341
profitable transactions
Average Return
38.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.95%
6-Month Return▲ 35.15%
12-Month Return▲ 41.79%
YTD Return▲ 31.64%
Total Return▲ 175.23%

Best Trade

Opened at
Closed at-
Gain▲ 1977.86%

Bio

Growth and Value Model.

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 0.29%
Jan 2025
▼ 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
▲ 27.88%
▲ 2.30%
▲ 14.75%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 7.91%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 0.29%
▼ 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%
▲ 27.88%▲ 2.30%▲ 14.75%
▲ 6.52%▲ 2.30%▲ 7.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Snowflake
0.6%
▲ 19.23%
9
Buy
Aug 27, 2025
Nkarta
1.35%
▼ 2.42%
8
Buy
Aug 27, 2025
Intellia Therapeutics
2.75%
▼ 25.68%
5
Buy
Aug 27, 2025
Acumen Pharmaceuticals
1.09%
▼ 31.60%
7
Buy
Aug 27, 2025
Ultragenyx Pharmaceutical
4.44%
▼ 31.84%
4
Buy
Aug 27, 2025
ASML Holding
1.16%
▲ 6.96%
4
Buy
Aug 27, 2025
Replimune Group
0.33%
▼ 35.48%
4
Buy
Aug 27, 2025
AdvanSix
1.25%
▼ 13.76%
5
Buy
Aug 27, 2025
Vor Biopharma
0.18%
▲ 326.44%
4
Buy
Aug 27, 2025
Pulmonx
0.56%
▼ 64.30%
2
Buy
Aug 27, 2025
Truth Social
0.59%
▼ 28.26%
2
Buy
Aug 27, 2025
Exact Sciences
0.42%
▼ 12.31%
3
Buy
Aug 27, 2025
Applied Materials
2.48%
▼ 3.04%
3
Buy
Aug 27, 2025
AeroVironment
3.73%
▼ 6.62%
2
Buy
Aug 27, 2025
Phathom Pharmaceuticals
0.94%
▲ 37.31%
2
Buy
Aug 27, 2025
Viking Therapeutics
2.01%
▼ 15.84%
2
Buy
Aug 27, 2025
MBX Biosciences, Inc.
0.09%
▲ 27.09%
2
Buy
Aug 27, 2025
Verve Therapeutics
▲ 22.41%
8
Close
Jul 24, 2025
Aldeyra Therapeutics
0.14%
▲ 116.59%
5
Sell
Jul 12, 2025
Alaska Air
0.93%
▼ 0.38%
4
Sell
Jul 12, 2025