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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #116,082 out of 808,802 TipRanks' Investors
Success Rate
56%
190 out of 340
profitable transactions
Average Return
35.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.31%
6-Month Return▲ 23.38%
12-Month Return▲ 27.77%
YTD Return▲ 21.36%
Total Return▲ 154.33%

Best Trade

Opened at
Closed at-
Gain▲ 1798.43%

Bio

Growth and Value Model.

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 1.40%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.27%
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%
▼ 0.60%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.13%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 14.20%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.40%
▲ 6.03%▲ 2.69%▲ 0.27%
▼ 12.86%▼ 1.27%▼ 2.88%
▼ 1.80%▼ 5.57%▼ 8.64%
▲ 1.84%▼ 0.87%▲ 7.15%
▲ 12.20%▲ 6.28%▼ 0.60%
▲ 6.24%▲ 5.14%▲ 12.13%
▲ 14.83%▲ 1.65%▲ 14.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Aldeyra Therapeutics
0.15%
▲ 86.23%
5
Sell
Jul 12, 2025
Alaska Air
0.96%
▼ 11.28%
4
Sell
Jul 12, 2025
Rhythm Pharmaceuticals
1.64%
▲ 244.01%
9
Sell
Jul 12, 2025
Roblox
1.76%
▲ 229.49%
8
Sell
Jul 12, 2025
Kratos Defense
0.64%
▲ 260.62%
3
Sell
Jul 12, 2025
Lexeo Therapeutics, Inc.
0.03%
▲ 11.69%
3
Open
Jul 12, 2025
uniQure
1.37%
▲ 153.90%
7
Sell
Jul 12, 2025
MacroGenics
▼ 57.40%
5
Close
Jul 12, 2025
PepGen Inc.
▼ 72.37%
8
Close
Jul 12, 2025
Albemarle
3.01%
▲ 1.23%
5
Buy
Jul 12, 2025
Vizsla Silver
0.47%
▲ 124.60%
3
Sell
Jul 12, 2025
Vor Biopharma
0.09%
▲ 406.25%
3
Open
Jul 12, 2025
Anglogold Ashanti PLC
0.17%
▼ 4.69%
2
Buy
Jul 12, 2025
Bitcoin
2.13%
▲ 6.08%
2
Buy
Jul 12, 2025
AeroVironment
0.5%
▲ 5.12%
1
Open
Jul 12, 2025
Bicara Therapeutics Inc.
0.34%
▲ 14.44%
1
Open
Jul 12, 2025
Crinetics Pharmaceuticals
0.36%
0.00%
1
Open
Jul 12, 2025
Phathom Pharmaceuticals
0.27%
▼ 8.17%
1
Open
Jul 12, 2025
Repligen
0.45%
▲ 2.23%
1
Open
Jul 12, 2025
Teledyne Technologies
0.61%
▲ 4.15%
1
Open
Jul 12, 2025