Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #94,230 out of 861,598 TipRanks' Investors
Success Rate
1467 out of 2245
profitable transactions
profitable transactions
Average Return
40.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.79%
6-Month Return▲ 7.83%
12-Month Return▲ 57.31%
YTD Return▼ 3.00%
Total Return▲ 432.20%
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
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 14.02%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.16%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.17%
Jan 2026
▼ 1.27%
▼ 0.86%
▼ 0.50%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.92%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 1.47%
Apr 2026
▲ 4.91%
▲ 2.11%
▲ 2.29%
May 2026
▲ 10.96%▲ 2.38%▲ 14.02%
▼ 3.68%▲ 0.19%▲ 1.12%
▼ 0.10%▲ 0.08%▲ 5.16%
▲ 4.06%▲ 1.47%▼ 0.17%
▼ 1.27%▼ 0.86%▼ 0.50%
▲ 0.52%▼ 4.94%▼ 5.92%
▲ 16.06%▲ 10.51%▲ 1.47%
▲ 4.91%▲ 2.11%▲ 2.29%
Recent Activity
SPDR S&P Homebuilders ETF
0.33%
▲ 47.70%
32
Sell
May 04, 2026
Republic Services
0.94%
▲ 6.75%
17
Buy
May 04, 2026
PepsiCo
1.04%
▲ 2.25%
27
Sell
May 04, 2026
Microsoft
2.47%
▲ 34.45%
26
Buy
May 04, 2026
Medtronic
0.17%
▼ 0.42%
20
Sell
May 04, 2026
Deere
0%
▲ 35.45%
13
Sell
May 04, 2026
Walt Disney
0.48%
▲ 14.72%
21
Sell
May 04, 2026
Alphabet Class A
7.61%
▲ 134.21%
18
Sell
May 04, 2026
Abbott Laboratories
1.34%
▼ 17.56%
8
Buy
May 04, 2026
AbbVie
1.55%
▲ 10.13%
8
Buy
May 04, 2026
Fermi Inc.
0.48%
▼ 31.11%
10
Buy
May 04, 2026
Invesco Ultra Short Duration ETF
0.22%
▲ 16.13%
22
Sell
Apr 02, 2026
BlackRock Ultra Short-Term Bond ETF
0.31%
▲ 14.69%
14
Sell
Apr 02, 2026
Goldman Sachs Group
2.33%
▲ 166.27%
26
Buy
Apr 02, 2026
Conocophillips
2.91%
▲ 23.43%
22
Sell
Apr 02, 2026
Invesco NASDAQ 100 ETF
0.64%
▲ 76.47%
15
Buy
Apr 02, 2026
Broadcom
3.4%
▲ 121.75%
8
Buy
Apr 02, 2026
Affirm Holdings
0.58%
▲ 5.70%
3
Buy
Apr 02, 2026
Ripple
0.25%
▲ 35.14%
17
Buy
Apr 01, 2026
TSMC
4.29%
▲ 258.96%
33
Buy
Mar 31, 2026