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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #83,256 out of 852,708 TipRanks' Investors
Success Rate
1444 out of 2207
profitable transactions
profitable transactions
Average Return
33.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 15.28%
6-Month Return▲ 13.29%
12-Month Return▲ 75.14%
YTD Return▼ 6.80%
Total Return▲ 411.01%
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%
▲ 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
▼ 3.58%
▲ 0.19%
▲ 1.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 5.16%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.17%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 6.64%
Feb 2026
▲ 7.60%▲ 2.30%▲ 16.67%
▲ 2.76%▲ 2.05%▼ 1.44%
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 10.96%▲ 2.38%▲ 14.02%
▼ 3.58%▲ 0.19%▲ 1.06%
▼ 0.10%▲ 0.08%▲ 5.16%
▲ 4.06%▲ 1.47%▼ 0.17%
▼ 5.01%▼ 2.07%▼ 6.64%
Recent Activity
Republic Services
0.54%
▲ 11.65%
16
Sell
Feb 01, 2026
Waste Connections
0.76%
▲ 0.11%
9
Buy
Feb 01, 2026
PepsiCo
1.66%
▲ 8.87%
26
Sell
Jan 31, 2026
Palo Alto Networks
2.84%
▼ 3.09%
17
Buy
Jan 31, 2026
Apple
2.05%
▲ 37.44%
13
Buy
Jan 31, 2026
Abbott Laboratories
1.52%
▼ 1.51%
7
Buy
Jan 31, 2026
Fermi Inc.
0.43%
▼ 24.37%
6
Buy
Jan 31, 2026
Plymouth Industrial Reit
―
▼ 1.04%
2
Close
Jan 27, 2026
Albemarle
2.33%
▲ 141.53%
9
Sell
Jan 26, 2026
Invesco Dynamic Semiconductors ETF
0.44%
▲ 123.36%
38
Buy
Jan 19, 2026
Alibaba
2.35%
▲ 42.77%
51
Buy
Jan 19, 2026
Meta Platforms
2%
▲ 147.63%
35
Buy
Jan 19, 2026
Crown Castle
3.89%
▼ 25.05%
28
Buy
Jan 19, 2026
Invesco S&P 500 Equal Weight Energy ETF
0%
▲ 33.21%
14
Sell
Jan 19, 2026
ERShares Private-Public Crossover ETF
0.44%
▼ 11.34%
4
Buy
Jan 19, 2026
Cognex
0.18%
▲ 7.75%
2
Buy
Jan 19, 2026
Vanguard FTSE Emerging Markets ETF
0.47%
▲ 3.74%
2
Buy
Jan 19, 2026
iShares U.S. Medical Devices ETF
0.86%
▲ 4.46%
34
Buy
Jan 08, 2026
iShares Russell 2000 ETF
0.89%
▲ 39.20%
22
Buy
Jan 08, 2026
Conocophillips
3.65%
▲ 7.21%
21
Buy
Jan 08, 2026