Education
About Us
Working with TipRanks
Follow Us
Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #87,387 out of 808,802 TipRanks' Investors
Success Rate
1351 out of 2131
profitable transactions
profitable transactions
Average Return
29.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.82%
6-Month Return▲ 27.41%
12-Month Return▲ 160.53%
YTD Return▲ 43.10%
Total Return▲ 320.85%
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
14.99%0-14.99%
▲ 5.10%
▼ 2.41%
▲ 14.99%
Dec 2024
▲ 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%
▲ 4.83%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.84%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.13%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 10.83%
Jul 2025
▲ 5.10%▼ 2.41%▲ 14.99%
▲ 6.03%▲ 2.69%▲ 14.19%
▼ 12.86%▼ 1.27%▼ 13.59%
▼ 1.80%▼ 5.57%▲ 13.26%
▲ 1.84%▼ 0.87%▲ 4.83%
▲ 12.20%▲ 6.28%▲ 4.84%
▲ 6.24%▲ 5.14%▲ 5.13%
▲ 14.83%▲ 1.65%▲ 10.83%
Recent Activity
Cognex
0.07%
▲ 1.47%
1
Open
Jul 09, 2025
Waste Management
4.6%
▲ 53.10%
28
Sell
Jul 08, 2025
Meta Platforms
0.77%
▲ 191.50%
29
Sell
Jul 08, 2025
Walt Disney
2.69%
▲ 30.55%
15
Sell
Jul 08, 2025
Broadcom
4.42%
▲ 67.75%
5
Sell
Jul 08, 2025
Ripple
0.25%
▲ 217.14%
12
Buy
Jul 01, 2025
Apple
1.16%
▲ 14.23%
10
Buy
Jul 01, 2025
Microsoft
0.65%
▲ 75.80%
23
Buy
Jun 30, 2025
SPDR S&P BIOTECH ETF
1.46%
▲ 3.66%
24
Buy
Jun 30, 2025
Alphabet Class A
3.74%
▲ 13.83%
15
Buy
Jun 30, 2025
Albemarle
3.13%
▲ 15.92%
6
Buy
Jun 30, 2025
Palantir Technologies
1.31%
▲ 816.06%
32
Sell
Jun 05, 2025
Abbott Laboratories
1.09%
▲ 7.33%
5
Sell
Jun 05, 2025
Alibaba
5.17%
▲ 6.97%
45
Buy
May 27, 2025
Evolv Technologies Holdings
0.26%
▲ 59.92%
17
Buy
May 27, 2025
Amazon
2.59%
▲ 22.63%
9
Buy
May 27, 2025
Verizon
0%
▲ 11.46%
29
Sell
May 14, 2025
Royal Gold
0.17%
▲ 29.31%
13
Sell
May 14, 2025
Waste Connections
1.71%
▲ 7.07%
6
Buy
May 14, 2025
ProShares S&P 500 Dividend Aristocrats ETF
0.85%
▲ 6.54%
5
Buy
May 14, 2025