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Cb21 - New Portfolio

PerformancePortfolio Details

Charles Bryant III

Cb21
Individual Investor
Ranked #85,923 out of 859,217 TipRanks' Investors
Success Rate
65%
1464 out of 2240
profitable transactions
Average Return
37.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.80%
6-Month Return▲ 9.87%
12-Month Return▲ 67.08%
YTD Return▼ 4.37%
Total Return▲ 424.67%

Best Trade

AssetTesla (TSLA)
Opened at
Closed at
Gain▲ 2787.18%

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

14.02%0-14.02%
▲ 12.88%
▲ 3.56%
▲ 3.54%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 14.02%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.16%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.17%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.54%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.93%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 2.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 10.96%▲ 2.38%▲ 14.02%
▼ 3.68%▲ 0.19%▲ 1.12%
▼ 0.10%▲ 0.08%▲ 5.16%
▲ 4.06%▲ 1.47%▼ 0.17%
▼ 1.12%▼ 0.86%▼ 0.54%
▲ 0.60%▼ 4.94%▼ 5.93%
▲ 10.48%▲ 6.78%▲ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GSY
Invesco Ultra Short Duration ETF
0.22%
▲ 15.85%
22
Sell
Apr 02, 2026
ICSH
BlackRock Ultra Short-Term Bond ETF
0.32%
▲ 14.41%
14
Sell
Apr 02, 2026
GS
Goldman Sachs Group
2.27%
▲ 158.40%
26
Buy
Apr 02, 2026
COP
Conocophillips
2.92%
▲ 23.32%
22
Sell
Apr 02, 2026
QQQM
Invesco NASDAQ 100 ETF
0.58%
▲ 59.45%
15
Buy
Apr 02, 2026
AVGO
Broadcom
3.06%
▲ 98.47%
8
Buy
Apr 02, 2026
AFRM
Affirm Holdings
0.5%
▼ 10.03%
3
Buy
Apr 02, 2026
XRP-USD
Ripple
0.24%
▲ 30.19%
17
Buy
Apr 01, 2026
TSM
TSMC
3.9%
▲ 227.26%
33
Buy
Mar 31, 2026
PLD
Prologis
1.24%
▲ 32.40%
35
Buy
Mar 31, 2026
GOOGL
Alphabet Class A
7.43%
▲ 95.89%
17
Buy
Mar 31, 2026
WCN
Waste Connections
0.86%
▼ 4.91%
10
Buy
Mar 31, 2026
ABBV
AbbVie
0.94%
▲ 14.97%
7
Buy
Mar 31, 2026
FRMI
Fermi Inc.
0.36%
▼ 38.88%
9
Buy
Mar 31, 2026
WMT
Walmart
3.35%
▲ 135.55%
25
Buy
Mar 07, 2026
CAT
Caterpillar
6.35%
▲ 261.14%
34
Buy
Mar 07, 2026
PLTR
Palantir Technologies
0.21%
▲ 707.25%
36
Sell
Mar 07, 2026
EVLV
Evolv Technologies Holdings
0.23%
▲ 78.29%
19
Buy
Mar 07, 2026
SYY
Sysco
0%
▲ 6.26%
18
Sell
Mar 07, 2026
DIS
Walt Disney
2.29%
▲ 8.91%
20
Buy
Mar 07, 2026