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Charlie’s Portfolio - New Portfolio

charlie@gobeard.com

Charlie’s Portfolio
Individual Investor
Ranked #454,005 out of 808,344 TipRanks' Investors
Success Rate
47%
33 out of 71
profitable transactions
Average Return
4.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 25.22%
6-Month Return▲ 2.27%
12-Month Return▼ 2.90%
YTD Return▼ 0.39%
Total Return▼ 28.14%

Best Trade

Opened at
Closed at-
Gain▲ 1100.08%

Bio

Performance

19.38%0-19.38%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 5.16%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.34%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.33%
Jun 2025
▲ 13.92%
▲ 0.69%
▲ 19.38%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.75%
▲ 6.03%▲ 2.69%▼ 0.53%
▼ 12.86%▼ 1.27%▼ 4.17%
▼ 1.80%▼ 5.57%▼ 15.21%
▲ 1.84%▼ 0.87%▼ 5.16%
▲ 12.20%▲ 6.28%▲ 4.34%
▲ 6.24%▲ 5.14%▲ 4.33%
▲ 13.92%▲ 0.69%▲ 19.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Stronghold Digital Mining
▼ 98.94%
2
Close
Mar 14, 2025
Bitfarms
0.02%
▼ 8.11%
1
Open
Mar 14, 2025
Activision Blizzard
▲ 1.42%
2
Close
Oct 12, 2023
Direxion Daily Technology Bull 3x Shares
11.14%
▲ 70.81%
4
Buy
Nov 11, 2021
Medifast
0.16%
▼ 91.75%
5
Sell
Nov 11, 2021
Opendoor Technologies
0.37%
▼ 95.91%
11
Buy
Nov 11, 2021
Apple
10%
▲ 60.50%
5
Buy
Nov 11, 2021
Crispr Therapeutics AG
1.26%
▼ 52.32%
2
Buy
Nov 11, 2021
Plug Power
▲ 4.39%
3
Close
Nov 11, 2021
Block
1.58%
▼ 71.95%
3
Buy
Oct 19, 2021
Snap
0.34%
▼ 81.88%
5
Sell
Sep 30, 2021
Alibaba
1.4%
▼ 42.03%
1
Open
Jun 18, 2021
Palantir Technologies
▼ 4.96%
3
Close
Jun 18, 2021
Upwork
0.31%
▼ 70.33%
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
1.24%
▼ 11.70%
1
Open
Feb 23, 2021
ARK Innovation ETF
2.17%
▼ 51.25%
3
Sell
Feb 19, 2021