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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #82,053 out of 812,326 TipRanks' Investors
Success Rate
1350 out of 2140
profitable transactions
profitable transactions
Average Return
31.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 16.20%
6-Month Return▲ 52.79%
12-Month Return▲ 193.20%
YTD Return▲ 53.11%
Total Return▲ 350.32%
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
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 14.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 13.26%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.89%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.84%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.13%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 16.67%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 1.58%
Aug 2025
▲ 6.03%▲ 2.69%▲ 14.19%
▼ 12.86%▼ 1.27%▼ 13.59%
▼ 1.80%▼ 5.57%▲ 13.26%
▲ 1.84%▼ 0.87%▲ 4.89%
▲ 12.20%▲ 6.28%▲ 4.84%
▲ 6.24%▲ 5.14%▲ 5.13%
▲ 27.86%▲ 2.30%▲ 16.67%
▲ 0.42%▲ 0.11%▲ 1.58%
Recent Activity
Costco
2.24%
▲ 56.14%
19
Buy
Jul 31, 2025
Ripple
0.19%
▲ 212.31%
13
Sell
Jul 30, 2025
TSMC
0.06%
▲ 138.44%
28
Sell
Jul 29, 2025
Invesco Dynamic Semiconductors ETF
1.2%
▲ 48.38%
35
Sell
Jul 29, 2025
iShares U.S. Medical Devices ETF
0.73%
▲ 9.59%
31
Buy
Jul 29, 2025
Energy Select Sector SPDR Fund
1.45%
▲ 52.15%
23
Buy
Jul 29, 2025
Utilities Select Sector SPDR Fund
2.08%
▲ 32.38%
21
Buy
Jul 29, 2025
Alibaba
4.15%
▲ 10.31%
46
Sell
Jul 29, 2025
Caterpillar
4.05%
▲ 94.86%
32
Sell
Jul 29, 2025
Verizon
0.49%
▲ 16.32%
30
Buy
Jul 29, 2025
Vanguard Real Estate ETF
0.56%
▲ 11.13%
30
Sell
Jul 29, 2025
Health Care Select Sector SPDR Fund
2.95%
▲ 3.71%
25
Buy
Jul 29, 2025
Meta Platforms
0.7%
▲ 216.61%
30
Sell
Jul 29, 2025
Nvidia
0.37%
▲ 614.11%
26
Sell
Jul 29, 2025
Medtronic
0.16%
▲ 15.43%
17
Buy
Jul 29, 2025
Goldman Sachs Group
1.48%
▲ 128.30%
23
Sell
Jul 29, 2025
Valero Energy
2.5%
▲ 30.77%
25
Sell
Jul 29, 2025
Deere
0.35%
▲ 25.93%
10
Sell
Jul 29, 2025
Sysco
0.78%
▲ 12.90%
15
Buy
Jul 29, 2025
Invesco NASDAQ 100 ETF
0.2%
▲ 50.54%
12
Sell
Jul 29, 2025