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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #83,308 out of 815,805 TipRanks' Investors
Success Rate
1383 out of 2141
profitable transactions
profitable transactions
Average Return
31.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.55%
6-Month Return▲ 53.71%
12-Month Return▲ 196.44%
YTD Return▲ 51.66%
Total Return▲ 346.05%
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
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 14.19%
Jan 2025
▼ 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
▲ 27.88%
▲ 2.30%
▲ 16.67%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 0.62%
Aug 2025
▲ 6.03%▲ 2.69%▲ 14.19%
▼ 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%
▲ 27.88%▲ 2.30%▲ 16.67%
▲ 6.52%▲ 2.30%▲ 0.62%
Recent Activity
Invesco Dynamic Semiconductors ETF
0.54%
▲ 60.06%
36
Sell
Aug 28, 2025
iShares U.S. Medical Devices ETF
1.2%
▲ 11.65%
32
Buy
Aug 28, 2025
Alibaba
3.65%
▲ 9.04%
47
Sell
Aug 28, 2025
Meta Platforms
0.37%
▲ 212.16%
31
Sell
Aug 28, 2025
Microsoft
1.14%
▲ 75.38%
24
Buy
Aug 28, 2025
Medtronic
0.76%
▲ 16.34%
18
Buy
Aug 28, 2025
Crown Castle
4.88%
▼ 9.51%
27
Buy
Aug 28, 2025
Deere
0.54%
▲ 23.46%
11
Buy
Aug 28, 2025
Invesco NASDAQ 100 ETF
0.04%
▲ 52.62%
13
Sell
Aug 28, 2025
Royal Gold
0.03%
▲ 46.75%
15
Sell
Aug 28, 2025
Apple
0.9%
▲ 26.64%
11
Sell
Aug 28, 2025
ProShares S&P 500 Dividend Aristocrats ETF
0.06%
▲ 8.21%
6
Sell
Aug 28, 2025
Albemarle
2.82%
▲ 29.97%
7
Sell
Aug 28, 2025
Amcor
0.03%
▼ 7.07%
2
Buy
Aug 28, 2025
Palo Alto Networks
2.54%
▲ 22.33%
14
Buy
Aug 14, 2025
Costco
2.1%
▲ 50.95%
19
Buy
Jul 31, 2025
Ripple
0.18%
▲ 212.62%
13
Sell
Jul 30, 2025
TSMC
0.05%
▲ 134.65%
28
Sell
Jul 29, 2025
Energy Select Sector SPDR Fund
1.5%
▲ 62.09%
23
Buy
Jul 29, 2025
Utilities Select Sector SPDR Fund
1.97%
▲ 29.70%
21
Buy
Jul 29, 2025