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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #102,766 out of 766,001 TipRanks' Investors
Success Rate
1285 out of 2037
profitable transactions
profitable transactions
Average Return
17.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.73%
6-Month Return▲ 38.28%
12-Month Return▲ 44.77%
YTD Return▲ 27.94%
Total Return▲ 96.23%
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
36.56%0-36.56%
▼ 12.40%
▼ 4.03%
▼ 20.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 36.56%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.90%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.75%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 1.07%
Nov 2024
▼ 12.40%▼ 4.03%▼ 20.61%
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.72%
▲ 25.72%▲ 1.21%▲ 36.56%
▼ 4.22%▲ 2.34%▼ 3.58%
▲ 7.82%▲ 2.10%▲ 8.90%
▲ 6.02%▼ 0.89%▼ 2.75%
▲ 5.59%▲ 5.20%▲ 1.07%
Recent Activity
Walmart
2.86%
▲ 76.61%
20
Sell
Oct 22, 2024
Waste Management
3.43%
▲ 54.17%
25
Sell
Oct 22, 2024
Invesco Dynamic Semiconductors ETF
1.58%
▲ 46.68%
31
Sell
Oct 22, 2024
Utilities Select Sector SPDR Fund
1.15%
▲ 22.46%
19
Sell
Oct 22, 2024
Alibaba
2.38%
▼ 16.67%
41
Buy
Oct 22, 2024
Caterpillar
2.17%
▲ 88.11%
29
Sell
Oct 22, 2024
Meta Platforms
0.9%
▲ 151.39%
26
Sell
Oct 22, 2024
Republic Services
1.3%
▲ 10.08%
13
Sell
Oct 22, 2024
Goldman Sachs Group
1.22%
▲ 91.53%
20
Sell
Oct 22, 2024
Deere
1.21%
▲ 7.00%
8
Sell
Oct 22, 2024
Essential Utilities
1.21%
▼ 0.10%
12
Sell
Oct 22, 2024
Palo Alto Networks
2.1%
▲ 28.76%
10
Sell
Oct 22, 2024
Apple
1.04%
▲ 26.70%
8
Sell
Oct 22, 2024
Waste Connections
1.69%
▲ 10.11%
5
Sell
Oct 22, 2024
Costco
1.08%
▲ 66.69%
15
Buy
Oct 19, 2024
Occidental Petroleum
3.1%
▼ 10.44%
11
Buy
Oct 19, 2024
Oklo Inc
0.02%
▲ 197.33%
2
Sell
Oct 19, 2024
Abbott Laboratories
1.61%
▲ 1.78%
2
Buy
Oct 19, 2024
Valero Energy
1.57%
▲ 32.43%
22
Buy
Oct 02, 2024
Royal Gold
0%
▲ 39.78%
8
Sell
Sep 30, 2024