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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #90,395 out of 826,007 TipRanks' Investors
Success Rate
1378 out of 2162
profitable transactions
profitable transactions
Average Return
37.18%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 14.01%
6-Month Return▲ 49.61%
12-Month Return▲ 196.43%
YTD Return▲ 75.37%
Total Return▲ 415.77%
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
16.67%0-16.67%
▼ 6.38%
▼ 5.57%
▲ 13.26%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.89%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.84%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 16.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.54%
Sep 2025
▲ 10.09%
▲ 2.05%
▲ 14.01%
Oct 2025
▼ 6.38%▼ 5.57%▲ 13.26%
▲ 0.80%▼ 0.87%▲ 4.89%
▲ 11.63%▲ 6.28%▲ 4.84%
▲ 9.25%▲ 5.14%▲ 5.13%
▲ 7.60%▲ 2.30%▲ 16.67%
▲ 2.76%▲ 2.05%▼ 1.44%
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 10.09%▲ 2.05%▲ 14.01%
Recent Activity
Corning
0.43%
▲ 48.78%
25
Buy
Oct 30, 2025
Alibaba
3.65%
▲ 58.62%
48
Sell
Oct 30, 2025
Palantir Technologies
1.27%
▲ 1,057.34%
33
Sell
Oct 30, 2025
Exxon Mobil
0.78%
▲ 40.47%
21
Sell
Oct 30, 2025
Dominion Energy
1.25%
▼ 11.47%
5
Buy
Oct 30, 2025
Walt Disney
1.47%
▲ 19.48%
17
Sell
Oct 30, 2025
Palo Alto Networks
1.94%
▲ 39.79%
15
Sell
Oct 30, 2025
Amazon
1.28%
▲ 22.07%
11
Sell
Oct 30, 2025
Abbott Laboratories
0.89%
▲ 11.53%
6
Sell
Oct 30, 2025
ERShares Private-Public Crossover ETF
0.43%
▲ 13.09%
3
Sell
Oct 21, 2025
Verizon
0%
▲ 7.33%
32
Sell
Oct 06, 2025
JPMorgan Chase
0.71%
▲ 128.58%
27
Buy
Oct 06, 2025
Meta Platforms
1.05%
▲ 159.36%
33
Buy
Oct 06, 2025
Costco
2.17%
▲ 44.29%
20
Buy
Oct 06, 2025
Alphabet Class A
5.9%
▲ 70.23%
16
Buy
Oct 06, 2025
Goldman Sachs Group
1.82%
▲ 141.16%
24
Buy
Sep 15, 2025
Walmart
2.68%
▲ 103.43%
23
Buy
Sep 12, 2025
Waste Management
4.73%
▲ 34.85%
29
Buy
Sep 12, 2025
Health Care Select Sector SPDR Fund
5.29%
▲ 16.07%
26
Buy
Sep 12, 2025
Microsoft
1.38%
▲ 72.74%
25
Buy
Sep 12, 2025