Charlie’s Portfolio - New Portfolio
charlie@gobeard.com
Charlie’s PortfolioIndividual Investor
Ranked #439,821 out of 859,299 TipRanks' Investors
Success Rate
34 out of 71
profitable transactions
profitable transactions
Average Return
14.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.72%
6-Month Return▼ 12.46%
12-Month Return▲ 126.69%
YTD Return▼ 5.35%
Total Return▲ 22.26%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 12.88%
▲ 3.56%
▲ 27.89%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.19%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 3.40%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 6.72%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.76%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.70%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.82%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 11.95%
Apr 2026
▲ 12.88%▲ 3.56%▲ 27.89%
▲ 10.96%▲ 2.38%▲ 1.19%
▼ 3.68%▲ 0.19%▼ 3.40%
▼ 0.10%▲ 0.08%▼ 6.72%
▲ 4.06%▲ 1.47%▼ 3.76%
▼ 1.12%▼ 0.86%▼ 4.70%
▲ 0.60%▼ 4.94%▼ 7.82%
▲ 12.62%▲ 7.63%▲ 11.95%
Recent Activity
Stronghold Digital Mining
―
▼ 98.94%
2
Close
Mar 14, 2025
Keel Infrastructure
0.04%
▲ 155.86%
1
Open
Mar 14, 2025
Activision Blizzard
―
▲ 1.42%
2
Close
Oct 12, 2023
Direxion Daily Technology Bull 3x Shares
12.2%
▲ 129.00%
4
Buy
Nov 11, 2021
Medifast
0.12%
▼ 93.46%
5
Sell
Nov 11, 2021
Opendoor Technologies
1.47%
▼ 81.02%
11
Buy
Nov 11, 2021
Apple
11.27%
▲ 105.12%
5
Buy
Nov 11, 2021
Crispr Therapeutics AG
1.24%
▼ 48.67%
2
Buy
Nov 11, 2021
Plug Power
―
▲ 4.39%
3
Close
Nov 11, 2021
Block
1.44%
▼ 71.12%
3
Buy
Oct 19, 2021
Snap
0.18%
▼ 88.45%
5
Sell
Sep 30, 2021
Alibaba
1.43%
▼ 33.94%
1
Open
Jun 18, 2021
Palantir Technologies
―
▼ 4.96%
3
Close
Jun 18, 2021
Upwork
0.24%
▼ 74.07%
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
0.89%
▼ 27.47%
1
Open
Feb 23, 2021
ARK Innovation ETF
2.04%
▼ 47.98%
3
Sell
Feb 19, 2021