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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #87,447 out of 829,253 TipRanks' Investors
Success Rate
1372 out of 2169
profitable transactions
profitable transactions
Average Return
31.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.97%
6-Month Return▲ 42.58%
12-Month Return▲ 123.76%
YTD Return▲ 71.63%
Total Return▲ 404.95%
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
16.67%0-16.67%
▲ 0.80%
▼ 0.87%
▲ 4.89%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 4.84%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 16.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.54%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 14.02%
Oct 2025
▼ 6.45%
▼ 4.33%
▼ 2.14%
Nov 2025
▲ 0.80%▼ 0.87%▲ 4.89%
▲ 11.64%▲ 6.28%▲ 4.84%
▲ 9.25%▲ 5.14%▲ 5.13%
▲ 7.60%▲ 2.30%▲ 16.67%
▲ 2.76%▲ 2.05%▼ 1.44%
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 10.96%▲ 2.38%▲ 14.02%
▼ 6.45%▼ 4.33%▼ 2.14%
Recent Activity
TSMC
0%
▲ 169.48%
29
Sell
Nov 14, 2025
Corning
0.54%
▲ 42.88%
26
Buy
Nov 14, 2025
Palantir Technologies
0.85%
▲ 826.50%
34
Sell
Nov 14, 2025
Evolv Technologies Holdings
0.17%
▲ 63.38%
18
Sell
Nov 14, 2025
Costco
2.36%
▲ 37.92%
21
Buy
Nov 14, 2025
Oklo Inc
0%
▲ 969.26%
4
Sell
Nov 14, 2025
AbbVie
0%
▲ 31.06%
6
Sell
Nov 14, 2025
Advanced Drainage Systems
0%
▼ 1.46%
1
Open
Nov 14, 2025
Affirm Holdings
0.33%
▼ 20.79%
1
Open
Nov 12, 2025
Plymouth Industrial Reit
0.23%
▼ 0.81%
1
Open
Nov 12, 2025
Alibaba
3.24%
▲ 39.79%
48
Sell
Oct 30, 2025
Exxon Mobil
0.8%
▲ 44.58%
21
Sell
Oct 30, 2025
Dominion Energy
1.28%
▼ 7.51%
5
Buy
Oct 30, 2025
Walt Disney
1.36%
▲ 9.71%
17
Sell
Oct 30, 2025
Palo Alto Networks
1.66%
▲ 18.52%
15
Sell
Oct 30, 2025
Amazon
1.26%
▲ 18.94%
11
Sell
Oct 30, 2025
Abbott Laboratories
0.89%
▲ 10.91%
6
Sell
Oct 30, 2025
ERShares Private-Public Crossover ETF
0.39%
▲ 2.16%
3
Sell
Oct 21, 2025
Verizon
0%
▲ 12.29%
32
Sell
Oct 06, 2025
JPMorgan Chase
0.69%
▲ 120.41%
27
Buy
Oct 06, 2025