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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #100,696 out of 783,334 TipRanks' Investors
Success Rate
1295 out of 2080
profitable transactions
profitable transactions
Average Return
20.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.78%
6-Month Return▲ 93.88%
12-Month Return▲ 121.69%
YTD Return▲ 11.78%
Total Return▲ 228.35%
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
47.00%0-47.00%
▲ 9.79%
▲ 3.53%
▲ 3.07%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 9.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 10.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 14.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.14%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 47.00%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 14.81%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 11.78%
Jan 2025
▲ 9.79%▲ 3.53%▲ 3.07%
▲ 8.13%▲ 1.21%▲ 9.73%
▼ 13.14%▲ 2.34%▼ 10.32%
▲ 2.93%▲ 2.10%▲ 14.75%
▲ 9.99%▼ 0.89%▼ 0.14%
▲ 26.04%▲ 5.96%▲ 47.00%
▲ 5.93%▼ 2.41%▲ 14.81%
▲ 3.19%▲ 2.68%▲ 11.78%
Recent Activity
Ripple
0.04%
▲ 382.61%
7
Buy
Jan 17, 2025
TSMC
0.76%
▲ 107.17%
25
Buy
Jan 16, 2025
Tesla
―
▲ 232.75%
32
Close
Jan 16, 2025
Walmart
2.65%
▲ 98.07%
22
Buy
Jan 16, 2025
iShares U.S. Medical Devices ETF
0.87%
▲ 15.47%
28
Sell
Jan 16, 2025
Caterpillar
3.44%
▲ 83.81%
30
Buy
Jan 16, 2025
Palantir Technologies
0.74%
▲ 391.37%
30
Buy
Jan 16, 2025
SPDR S&P Homebuilders ETF
3.52%
▲ 51.75%
28
Buy
Jan 16, 2025
Exxon Mobil
1%
▲ 31.76%
19
Buy
Jan 16, 2025
PepsiCo
5.57%
▼ 6.60%
23
Buy
Jan 16, 2025
Evolv Technologies Holdings
0.13%
▲ 15.34%
16
Buy
Jan 16, 2025
Goldman Sachs Group
2.6%
▲ 100.18%
21
Buy
Jan 16, 2025
American Tower
―
▲ 2.13%
16
Close
Jan 16, 2025
Crown Castle
4.51%
▼ 20.82%
26
Buy
Jan 16, 2025
SPDR S&P Telecom ETF
―
▲ 36.46%
18
Close
Jan 16, 2025
Costco
1.26%
▲ 60.67%
17
Buy
Jan 16, 2025
Essential Utilities
―
▼ 11.51%
14
Close
Jan 16, 2025
Starbucks
0.47%
▲ 17.26%
12
Sell
Jan 16, 2025
Walt Disney
2.77%
▲ 18.92%
12
Sell
Jan 16, 2025
Alphabet Class A
6.13%
▲ 24.16%
10
Buy
Jan 16, 2025