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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #85,191 out of 849,026 TipRanks' Investors
Success Rate
1440 out of 2192
profitable transactions
profitable transactions
Average Return
38.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 18.89%
6-Month Return▲ 46.62%
12-Month Return▲ 80.44%
YTD Return▲ 12.85%
Total Return▲ 518.76%
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%
▲ 9.25%
▲ 5.14%
▲ 5.12%
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
▲ 10.96%
▲ 2.38%
▲ 14.02%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.07%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.16%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 12.85%
Jan 2026
▲ 9.25%▲ 5.14%▲ 5.12%
▲ 7.60%▲ 2.30%▲ 16.67%
▲ 2.76%▲ 2.05%▼ 1.44%
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 10.96%▲ 2.38%▲ 14.02%
▼ 3.58%▲ 0.19%▲ 1.07%
▼ 0.10%▲ 0.08%▲ 5.16%
▲ 2.78%▲ 1.51%▲ 12.85%
Recent Activity
iShares U.S. Medical Devices ETF
0.93%
▲ 11.75%
34
Buy
Jan 08, 2026
iShares Russell 2000 ETF
0.92%
▲ 44.46%
22
Buy
Jan 08, 2026
Conocophillips
3.44%
▲ 1.03%
21
Buy
Jan 08, 2026
Advanced Drainage Systems
0.79%
▲ 7.81%
2
Buy
Jan 08, 2026
Fermi Inc.
0.47%
▼ 0.66%
4
Buy
Jan 08, 2026
Ripple
0.14%
▲ 108.08%
14
Buy
Dec 31, 2025
Corning
0.46%
▲ 43.89%
28
Sell
Dec 16, 2025
Invesco Dynamic Semiconductors ETF
0.36%
▲ 127.41%
37
Sell
Dec 16, 2025
Energy Select Sector SPDR Fund
1.3%
▲ 74.62%
24
Sell
Dec 16, 2025
Alibaba
1.7%
▲ 55.88%
50
Sell
Dec 16, 2025
Caterpillar
5.14%
▲ 203.20%
33
Sell
Dec 16, 2025
Palantir Technologies
0.61%
▲ 953.36%
35
Sell
Dec 16, 2025
SPDR S&P Homebuilders ETF
3.44%
▲ 60.88%
30
Sell
Dec 16, 2025
PepsiCo
2.91%
▼ 4.75%
25
Sell
Dec 16, 2025
Medtronic
0.54%
▲ 26.01%
19
Sell
Dec 16, 2025
Walt Disney
1.69%
▲ 21.08%
19
Sell
Dec 16, 2025
Royal Gold
0.64%
▲ 94.82%
17
Buy
Dec 16, 2025
TSMC
0.68%
▲ 215.70%
30
Buy
Dec 04, 2025
Deere
1.79%
▲ 21.39%
12
Buy
Dec 04, 2025
Fidelity Wise Origin Bitcoin Fund
0.08%
▲ 40.55%
5
Buy
Dec 04, 2025