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Charlie’s Portfolio - New Portfolio
charlie@gobeard.com
Charlie’s PortfolioIndividual Investor
Ranked #424,745 out of 812,492 TipRanks' Investors
Success Rate
34 out of 71
profitable transactions
profitable transactions
Average Return
8.45%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 26.82%
6-Month Return▲ 24.89%
12-Month Return▲ 48.34%
YTD Return▲ 23.01%
Total Return▼ 11.26%
Best Trade
Bio
Performance
46.05%0-46.05%
▲ 6.03%
▲ 2.69%
▼ 0.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.17%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 15.21%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 5.16%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.34%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.33%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 46.05%
Jul 2025
▲ 2.01%
▲ 0.81%
▲ 0.94%
Aug 2025
▲ 6.03%▲ 2.69%▼ 0.53%
▼ 12.86%▼ 1.27%▼ 4.17%
▼ 1.80%▼ 5.57%▼ 15.21%
▲ 1.84%▼ 0.87%▼ 5.16%
▲ 12.20%▲ 6.28%▲ 4.34%
▲ 6.24%▲ 5.14%▲ 4.33%
▲ 27.91%▲ 2.30%▲ 46.05%
▲ 2.01%▲ 0.81%▲ 0.94%
Recent Activity
Stronghold Digital Mining
―
▼ 98.94%
2
Close
Mar 14, 2025
Bitfarms
0.02%
▲ 11.71%
1
Open
Mar 14, 2025
Activision Blizzard
―
▲ 1.42%
2
Close
Oct 12, 2023
Direxion Daily Technology Bull 3x Shares
11.33%
▲ 85.13%
4
Buy
Nov 11, 2021
Medifast
0.14%
▼ 92.26%
5
Sell
Nov 11, 2021
Opendoor Technologies
0.66%
▼ 92.32%
11
Buy
Nov 11, 2021
Apple
10.3%
▲ 76.04%
5
Buy
Nov 11, 2021
Crispr Therapeutics AG
1.23%
▼ 50.26%
2
Buy
Nov 11, 2021
Plug Power
―
▲ 4.39%
3
Close
Nov 11, 2021
Block
1.65%
▼ 68.82%
3
Buy
Oct 19, 2021
Snap
0.25%
▼ 85.83%
5
Sell
Sep 30, 2021
Alibaba
1.35%
▼ 40.35%
1
Open
Jun 18, 2021
Palantir Technologies
―
▼ 4.96%
3
Close
Jun 18, 2021
Upwork
0.3%
▼ 69.78%
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
1.22%
▼ 7.35%
1
Open
Feb 23, 2021
ARK Innovation ETF
2.1%
▼ 49.80%
3
Sell
Feb 19, 2021