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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #87,667 out of 822,831 TipRanks' Investors
Success Rate
1379 out of 2161
profitable transactions
profitable transactions
Average Return
34.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.52%
6-Month Return▲ 50.70%
12-Month Return▲ 147.08%
YTD Return▲ 47.44%
Total Return▲ 333.64%
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
▲ 5.92%
▼ 1.98%
▼ 4.14%
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%
▲ 5.92%▼ 1.98%▼ 4.14%
Recent Activity
Corning
0.13%
▲ 48.36%
24
Open
Oct 06, 2025
Verizon
0%
▲ 9.78%
32
Sell
Oct 06, 2025
JPMorgan Chase
0.69%
▲ 122.27%
27
Buy
Oct 06, 2025
Meta Platforms
1.11%
▲ 174.47%
33
Buy
Oct 06, 2025
Costco
2.2%
▲ 45.83%
20
Buy
Oct 06, 2025
Alphabet Class A
4.97%
▲ 43.07%
16
Buy
Oct 06, 2025
Goldman Sachs Group
1.77%
▲ 133.28%
24
Buy
Sep 15, 2025
Walmart
2.67%
▲ 102.65%
23
Buy
Sep 12, 2025
Waste Management
5.18%
▲ 47.41%
29
Buy
Sep 12, 2025
Health Care Select Sector SPDR Fund
5.22%
▲ 14.31%
26
Buy
Sep 12, 2025
Microsoft
1.34%
▲ 67.88%
25
Buy
Sep 12, 2025
SPDR S&P BIOTECH ETF
2.2%
▲ 23.00%
25
Buy
Sep 12, 2025
Valero Energy
1.74%
▲ 46.49%
26
Sell
Sep 12, 2025
Invesco NASDAQ 100 ETF
0%
▲ 56.08%
14
Sell
Sep 12, 2025
Royal Gold
0.05%
▲ 53.99%
16
Buy
Sep 12, 2025
ProShares S&P 500 Dividend Aristocrats ETF
0%
▲ 5.43%
7
Sell
Sep 12, 2025
GE Vernova Inc.
0%
▲ 92.25%
5
Sell
Sep 12, 2025
Oklo Inc
0.02%
▲ 1,688.09%
3
Sell
Sep 12, 2025
Vanguard FTSE Emerging Markets ETF
0.41%
▼ 1.25%
1
Open
Sep 12, 2025
Invesco Dynamic Semiconductors ETF
0.54%
▲ 69.73%
36
Sell
Aug 28, 2025