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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #120,441 out of 795,368 TipRanks' Investors
Success Rate
1168 out of 2089
profitable transactions
profitable transactions
Average Return
14.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 15.86%
6-Month Return▲ 60.29%
12-Month Return▲ 73.41%
YTD Return▼ 4.27%
Total Return▲ 181.83%
Best Trade
Bio
Lone Star Wealth Equity Strategies by Charles Bryant has produced a portfolio that supports new innovative ideas in tech and health, however the portfolio has a slight tilt toward dividend paying, high cash flow business and services companies.
Performance
47.00%0-47.00%
▲ 2.92%
▲ 2.10%
▲ 14.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 47.00%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 15.11%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 13.99%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 13.26%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 14.19%
Apr 2025
▲ 2.92%▲ 2.10%▲ 14.75%
▲ 10.00%▼ 0.89%▼ 0.17%
▲ 25.98%▲ 5.96%▲ 47.00%
▲ 5.34%▼ 2.41%▲ 15.11%
▲ 5.99%▲ 2.69%▲ 13.99%
▼ 12.86%▼ 1.27%▼ 13.59%
▼ 1.80%▼ 5.57%▲ 13.26%
▼ 13.55%▼ 6.22%▼ 14.19%
Recent Activity
Health Care Select Sector SPDR Fund
3.73%
▲ 8.27%
24
Sell
Feb 23, 2025
Solventum Corporation
0%
▼ 5.85%
3
Sell
Feb 23, 2025
AbbVie
1.65%
▼ 5.47%
3
Sell
Feb 23, 2025
Ripple
0.08%
▲ 156.31%
9
Buy
Feb 10, 2025
Exxon Mobil
1.67%
▲ 27.21%
20
Buy
Feb 09, 2025
Alphabet Class A
3.01%
▼ 0.62%
12
Buy
Feb 09, 2025
Albemarle
1.43%
▼ 27.46%
2
Buy
Feb 09, 2025
Bank of America
0.26%
▼ 19.90%
1
Open
Feb 09, 2025
TSMC
0.36%
▲ 62.33%
26
Sell
Feb 03, 2025
Invesco Dynamic Semiconductors ETF
0.51%
▲ 6.54%
32
Sell
Feb 03, 2025
iShares U.S. Medical Devices ETF
0.44%
▲ 2.37%
29
Sell
Feb 03, 2025
Alibaba
4.13%
▼ 5.87%
44
Sell
Feb 03, 2025
Invesco Ultra Short Duration ETF
0.79%
▲ 10.46%
21
Buy
Feb 03, 2025
BlackRock Ultra Short-Term Bond ETF
0.96%
▲ 9.36%
13
Buy
Feb 03, 2025
JPMorgan Chase
0.5%
▲ 71.34%
26
Sell
Feb 03, 2025
Meta Platforms
0.52%
▲ 133.42%
27
Sell
Feb 03, 2025
Nvidia
0.37%
▲ 324.91%
25
Sell
Feb 03, 2025
SPDR S&P BIOTECH ETF
0.78%
▼ 16.46%
22
Sell
Feb 03, 2025
Goldman Sachs Group
2.16%
▲ 54.60%
22
Sell
Feb 03, 2025
Deere
0.88%
▲ 15.57%
9
Sell
Feb 03, 2025