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Charlie’s Portfolio - New Portfolio

charlie@gobeard.com

Charlie’s Portfolio
Individual Investor
Ranked #504,036 out of 804,567 TipRanks' Investors
Success Rate
47%
33 out of 71
profitable transactions
Average Return
-2.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.98%
6-Month Return▼ 23.30%
12-Month Return▼ 15.20%
YTD Return▼ 20.94%
Total Return▼ 42.96%

Best Trade

Opened at
Closed at-
Gain▲ 911.32%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 15.63%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 7.75%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 15.21%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 5.16%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.34%
May 2025
▲ 0.15%
▲ 1.13%
▼ 1.15%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 15.63%
▲ 5.10%▼ 2.41%▼ 7.75%
▲ 6.03%▲ 2.69%▼ 0.53%
▼ 12.86%▼ 1.27%▼ 4.17%
▼ 1.80%▼ 5.57%▼ 15.21%
▲ 1.83%▼ 0.87%▼ 5.16%
▲ 12.21%▲ 6.28%▲ 4.34%
▲ 0.15%▲ 1.13%▼ 1.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Stronghold Digital Mining
▼ 98.94%
2
Close
Mar 14, 2025
Bitfarms
0.01%
▼ 30.09%
1
Open
Mar 14, 2025
Activision Blizzard
▲ 1.42%
2
Close
Oct 12, 2023
Direxion Daily Technology Bull 3x Shares
10.18%
▲ 39.45%
4
Buy
Nov 11, 2021
Medifast
0.19%
▼ 91.49%
5
Sell
Nov 11, 2021
Opendoor Technologies
0.21%
▼ 97.90%
11
Buy
Nov 11, 2021
Apple
10.74%
▲ 54.28%
5
Buy
Nov 11, 2021
Crispr Therapeutics AG
1.18%
▼ 59.98%
2
Buy
Nov 11, 2021
Plug Power
▲ 4.39%
3
Close
Nov 11, 2021
Block
1.7%
▼ 72.98%
3
Buy
Oct 19, 2021
Snap
0.32%
▼ 84.69%
5
Sell
Sep 30, 2021
Alibaba
1.51%
▼ 43.99%
1
Open
Jun 18, 2021
Palantir Technologies
▼ 4.96%
3
Close
Jun 18, 2021
Upwork
0.35%
▼ 69.85%
1
Open
Mar 04, 2021
Walt Disney
▲ 49.05%
4
Close
Mar 04, 2021
AbbVie
▲ 15.66%
5
Close
Mar 04, 2021
Pershing Square Tontine Holdings
▼ 14.94%
2
Close
Mar 04, 2021
Luokung Technology
▼ 14.22%
2
Close
Feb 25, 2021
ARK Fintech Innovation ETF
1.27%
▼ 18.64%
1
Open
Feb 23, 2021
ARK Innovation ETF
2.26%
▼ 54.52%
3
Sell
Feb 19, 2021