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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #84,477 out of 818,989 TipRanks' Investors
Success Rate
1393 out of 2156
profitable transactions
profitable transactions
Average Return
34.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.90%
6-Month Return▲ 34.11%
12-Month Return▲ 188.66%
YTD Return▲ 54.08%
Total Return▲ 353.18%
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
27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 16.67%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 1.44%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 3.72%
Sep 2025
▼ 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%
▲ 27.91%▲ 2.30%▲ 16.67%
▲ 4.87%▲ 2.05%▼ 1.44%
▲ 9.23%▲ 2.67%▲ 3.72%
Recent Activity
Meta Platforms
0.61%
▲ 213.16%
32
Buy
Sep 15, 2025
Goldman Sachs Group
1.85%
▲ 145.48%
24
Buy
Sep 15, 2025
Walmart
2.71%
▲ 106.15%
23
Buy
Sep 12, 2025
Waste Management
5.08%
▲ 45.17%
29
Buy
Sep 12, 2025
Verizon
0.23%
▲ 18.27%
31
Sell
Sep 12, 2025
Health Care Select Sector SPDR Fund
5.04%
▲ 10.07%
26
Buy
Sep 12, 2025
Microsoft
1.33%
▲ 67.05%
25
Buy
Sep 12, 2025
SPDR S&P BIOTECH ETF
2.02%
▲ 13.23%
25
Buy
Sep 12, 2025
Valero Energy
1.8%
▲ 50.10%
26
Sell
Sep 12, 2025
Invesco NASDAQ 100 ETF
0%
▲ 57.46%
14
Sell
Sep 12, 2025
Royal Gold
0.05%
▲ 48.54%
16
Buy
Sep 12, 2025
ProShares S&P 500 Dividend Aristocrats ETF
0%
▲ 7.21%
7
Sell
Sep 12, 2025
GE Vernova Inc.
0%
▲ 94.30%
5
Sell
Sep 12, 2025
Oklo Inc
0.01%
▲ 1,175.46%
3
Sell
Sep 12, 2025
Vanguard FTSE Emerging Markets ETF
0.43%
▲ 1.48%
1
Open
Sep 12, 2025
Invesco Dynamic Semiconductors ETF
0.56%
▲ 76.24%
36
Sell
Aug 28, 2025
iShares U.S. Medical Devices ETF
1.11%
▲ 9.20%
32
Buy
Aug 28, 2025
Alibaba
4.68%
▲ 48.18%
47
Sell
Aug 28, 2025
Medtronic
0.75%
▲ 19.87%
18
Buy
Aug 28, 2025
Crown Castle
4.38%
▼ 12.63%
27
Buy
Aug 28, 2025