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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #169,298 out of 805,660 TipRanks' Investors
Success Rate
53%
171 out of 325
profitable transactions
Average Return
27.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.39%
6-Month Return▲ 4.19%
12-Month Return▲ 22.48%
YTD Return▲ 4.21%
Total Return▲ 118.39%

Best Trade

Opened at
Closed at-
Gain▲ 1823.51%

Bio

Growth and Value Model.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.83%
Nov 2024
▲ 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
▲ 1.83%
▼ 0.87%
▲ 7.15%
Apr 2025
▲ 12.21%
▲ 6.28%
▼ 0.60%
May 2025
▲ 3.20%
▲ 4.12%
▲ 9.96%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.83%
▲ 5.10%▼ 2.41%▼ 1.40%
▲ 6.03%▲ 2.69%▲ 0.27%
▼ 12.86%▼ 1.27%▼ 2.88%
▼ 1.80%▼ 5.57%▼ 8.64%
▲ 1.83%▼ 0.87%▲ 7.15%
▲ 12.21%▲ 6.28%▼ 0.60%
▲ 3.20%▲ 4.12%▲ 9.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Omeros
0.12%
▼ 15.40%
7
Buy
Jun 20, 2025
Snowflake
0.17%
▲ 23.46%
8
Buy
Jun 20, 2025
Trevi Therapeutics
0.26%
▼ 6.71%
2
Buy
Jun 20, 2025
Exact Sciences
0.41%
▲ 0.72%
2
Buy
Jun 20, 2025
Applied Materials
0.35%
▲ 7.76%
2
Buy
Jun 20, 2025
Bitcoin
0%
▲ 1.39%
1
Open
Jun 14, 2025
Anglogold Ashanti PLC
0%
▼ 13.69%
1
Open
Jun 13, 2025
Coeur Mining
1%
▲ 212.87%
3
Sell
May 22, 2025
Delta Air Lines
0.19%
▲ 22.59%
5
Sell
May 22, 2025
Albemarle
2.23%
▼ 14.38%
4
Sell
May 22, 2025
Enterprise Products Partners
▲ 178.58%
4
Close
May 15, 2025
Barrick Mining
▲ 2.35%
7
Close
May 15, 2025
Nordstrom
▲ 62.52%
6
Close
May 15, 2025
Meta Platforms
1.12%
▲ 61.92%
5
Open
May 15, 2025
Roblox
2.01%
▲ 184.78%
7
Sell
May 15, 2025
Kineta
▼ 90.10%
5
Close
May 15, 2025
Alphabet Class C
0.2%
▲ 17.02%
4
Open
May 15, 2025
Tvardi Therapeutics
▼ 37.08%
9
Close
May 15, 2025
Coterra Energy
▲ 2.39%
6
Close
May 15, 2025
uniQure
2.11%
▲ 131.52%
6
Sell
May 15, 2025