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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #91,372 out of 833,817 TipRanks' Investors
Success Rate
1396 out of 2185
profitable transactions
profitable transactions
Average Return
36.77%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.60%
6-Month Return▲ 44.26%
12-Month Return▲ 78.04%
YTD Return▲ 80.90%
Total Return▲ 432.19%
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%
▲ 11.63%
▲ 6.28%
▲ 4.84%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.12%
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
▼ 3.57%
▲ 0.19%
▲ 1.06%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 2.07%
Dec 2025
▲ 11.63%▲ 6.28%▲ 4.84%
▲ 9.25%▲ 5.14%▲ 5.12%
▲ 7.60%▲ 2.30%▲ 16.67%
▲ 2.76%▲ 2.05%▼ 1.44%
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 10.96%▲ 2.38%▲ 14.02%
▼ 3.57%▲ 0.19%▲ 1.06%
▲ 1.45%▲ 1.32%▲ 2.07%
Recent Activity
Fermi Inc.
0.21%
▼ 31.40%
2
Buy
Dec 17, 2025
Corning
0.48%
▲ 43.11%
28
Sell
Dec 16, 2025
Invesco Dynamic Semiconductors ETF
0.34%
▲ 100.38%
37
Sell
Dec 16, 2025
iShares U.S. Medical Devices ETF
0.84%
▲ 12.77%
33
Sell
Dec 16, 2025
Energy Select Sector SPDR Fund
1.3%
▲ 62.74%
24
Sell
Dec 16, 2025
Alibaba
1.6%
▲ 36.85%
50
Sell
Dec 16, 2025
Caterpillar
4.98%
▲ 173.49%
33
Sell
Dec 16, 2025
Palantir Technologies
0.72%
▲ 1,055.08%
35
Sell
Dec 16, 2025
SPDR S&P Homebuilders ETF
3.35%
▲ 46.03%
30
Sell
Dec 16, 2025
PepsiCo
3.07%
▼ 6.59%
25
Sell
Dec 16, 2025
Medtronic
0.57%
▲ 22.90%
19
Sell
Dec 16, 2025
Walt Disney
1.83%
▲ 22.22%
19
Sell
Dec 16, 2025
Royal Gold
0.62%
▲ 74.87%
17
Buy
Dec 16, 2025
TSMC
0.64%
▲ 179.32%
30
Buy
Dec 04, 2025
Deere
1.75%
▲ 13.06%
12
Buy
Dec 04, 2025
Fidelity Wise Origin Bitcoin Fund
0.08%
▲ 28.74%
5
Buy
Dec 04, 2025
Vanguard Real Estate ETF
0%
▲ 11.90%
31
Sell
Dec 01, 2025
Invesco S&P 500 Equal Weight Energy ETF
0.08%
▲ 15.45%
13
Sell
Dec 01, 2025
Dominion Energy
0%
▼ 8.47%
6
Sell
Dec 01, 2025
Waste Connections
0.19%
▲ 4.89%
7
Sell
Dec 01, 2025