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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #85,532 out of 789,725 TipRanks' Investors
Success Rate
1314 out of 2089
profitable transactions
profitable transactions
Average Return
21.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 34.68%
6-Month Return▲ 161.88%
12-Month Return▲ 139.65%
YTD Return▲ 33.08%
Total Return▲ 291.61%
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%
▲ 8.13%
▲ 1.21%
▲ 9.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 10.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 14.75%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 47.00%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 15.05%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 14.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.59%
Feb 2025
▲ 8.13%▲ 1.21%▲ 9.73%
▼ 13.14%▲ 2.34%▼ 10.32%
▲ 2.93%▲ 2.10%▲ 14.75%
▲ 10.01%▼ 0.89%▼ 0.17%
▲ 26.01%▲ 5.96%▲ 47.00%
▲ 5.96%▼ 2.41%▲ 15.05%
▲ 5.25%▲ 2.69%▲ 14.00%
▼ 12.86%▼ 1.27%▼ 13.59%
Recent Activity
Health Care Select Sector SPDR Fund
3.67%
▲ 19.08%
24
Sell
Feb 23, 2025
Solventum Corporation
0%
▲ 15.21%
3
Sell
Feb 23, 2025
AbbVie
1.76%
▲ 13.43%
3
Sell
Feb 23, 2025
Ripple
0.1%
▲ 269.23%
9
Buy
Feb 10, 2025
Exxon Mobil
1.57%
▲ 33.86%
20
Buy
Feb 09, 2025
Alphabet Class A
2.87%
▲ 6.50%
12
Buy
Feb 09, 2025
Albemarle
1.63%
▼ 8.11%
2
Buy
Feb 09, 2025
Bank of America
0.29%
▼ 1.22%
1
Open
Feb 09, 2025
TSMC
0.38%
▲ 87.91%
26
Sell
Feb 03, 2025
Invesco Dynamic Semiconductors ETF
0.58%
▲ 35.94%
32
Sell
Feb 03, 2025
iShares U.S. Medical Devices ETF
0.45%
▲ 15.04%
29
Sell
Feb 03, 2025
Alibaba
4.66%
▲ 19.05%
44
Sell
Feb 03, 2025
Invesco Ultra Short Duration ETF
0.71%
▲ 10.23%
21
Buy
Feb 03, 2025
BlackRock Ultra Short-Term Bond ETF
0.86%
▲ 8.93%
13
Buy
Feb 03, 2025
JPMorgan Chase & Co.
0.52%
▲ 98.44%
26
Sell
Feb 03, 2025
Meta Platforms
0.56%
▲ 185.26%
27
Sell
Feb 03, 2025
Nvidia
0.39%
▲ 393.40%
25
Sell
Feb 03, 2025
SPDR S&P BIOTECH ETF
0.86%
▲ 3.48%
22
Sell
Feb 03, 2025
Goldman Sachs Group
2.45%
▲ 96.41%
22
Sell
Feb 03, 2025
Deere
0.85%
▲ 21.22%
9
Sell
Feb 03, 2025