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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #111,551 out of 852,708 TipRanks' Investors
Success Rate
55%
212 out of 386
profitable transactions
Average Return
47.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 16.56%
6-Month Return▲ 37.34%
12-Month Return▲ 63.13%
YTD Return▼ 11.93%
Total Return▲ 252.18%

Best Trade

Opened at
Closed at-
Gain▲ 2260.83%

Bio

Growth and Value Model.

Performance

18.85%0-18.85%
▲ 7.60%
▲ 2.30%
▲ 14.75%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.52%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 18.85%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 16.68%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 1.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 7.33%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.86%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 8.40%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 14.75%
▲ 2.76%▲ 2.05%▲ 7.52%
▲ 12.88%▲ 3.56%▲ 18.85%
▲ 10.96%▲ 2.38%▲ 16.68%
▼ 3.58%▲ 0.19%▼ 1.84%
▼ 0.10%▲ 0.08%▲ 7.33%
▲ 4.06%▲ 1.47%▼ 3.86%
▼ 5.01%▼ 2.07%▼ 8.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pan American Silver
5.22%
▲ 229.63%
9
Sell
Jan 24, 2026
First Majestic Silver
3.36%
▲ 204.06%
3
Sell
Jan 24, 2026
Alaska Air
0.15%
▼ 8.60%
5
Sell
Jan 24, 2026
Meta Platforms
2.22%
▲ 43.93%
6
Buy
Jan 24, 2026
Newmont Mining
2.88%
▲ 194.16%
6
Sell
Jan 24, 2026
Albemarle
4.15%
▲ 110.91%
6
Sell
Jan 24, 2026
Applied Materials
4.03%
▲ 81.53%
4
Sell
Jan 24, 2026
Phathom Pharmaceuticals
2.47%
▲ 8.31%
3
Buy
Jan 24, 2026
Klarna Group Plc
0%
▼ 29.83%
1
Open
Jan 16, 2026
Kodiak AI
0%
▼ 12.26%
1
Open
Jan 16, 2026
Micron
0%
▲ 10.70%
1
Open
Jan 11, 2026
Amazon
1.48%
▲ 64.50%
2
Buy
Jan 06, 2026
Delta Air Lines
0.69%
▲ 58.23%
6
Buy
Jan 06, 2026
Altimmune
2.45%
▼ 16.46%
6
Buy
Jan 06, 2026
Repligen
1.39%
▼ 1.91%
2
Buy
Jan 06, 2026
Omeros
0.25%
▲ 75.93%
8
Sell
Dec 06, 2025
Rhythm Pharmaceuticals
1.38%
▲ 294.05%
10
Sell
Dec 06, 2025
Coeur Mining
0.44%
▲ 586.45%
5
Sell
Dec 06, 2025
SoFi
0.26%
▲ 91.39%
6
Sell
Dec 06, 2025
Kratos Defense
0.42%
▲ 421.86%
5
Sell
Dec 06, 2025