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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #88,492 out of 832,415 TipRanks' Investors
Success Rate
1400 out of 2183
profitable transactions
profitable transactions
Average Return
35.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.78%
6-Month Return▲ 40.37%
12-Month Return▲ 66.78%
YTD Return▲ 82.33%
Total Return▲ 436.40%
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%
▲ 5.13%
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
▼ 3.44%
▲ 0.19%
▲ 1.03%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 2.90%
Dec 2025
▲ 11.63%▲ 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%
▼ 3.44%▲ 0.19%▲ 1.03%
▼ 0.68%▼ 0.24%▲ 2.90%
Recent Activity
TSMC
0.59%
▲ 173.58%
30
Buy
Dec 04, 2025
Deere
1.7%
▲ 16.09%
12
Buy
Dec 04, 2025
Fidelity Wise Origin Bitcoin Fund
0.08%
▲ 33.23%
5
Buy
Dec 04, 2025
Fermi Inc.
0.15%
▼ 36.58%
1
Open
Dec 04, 2025
Vanguard Real Estate ETF
0%
▲ 11.75%
31
Sell
Dec 01, 2025
Invesco S&P 500 Equal Weight Energy ETF
0.08%
▲ 18.58%
13
Sell
Dec 01, 2025
Dominion Energy
0%
▼ 8.20%
6
Sell
Dec 01, 2025
Waste Connections
0.17%
▲ 1.81%
7
Sell
Dec 01, 2025
Bank of America
0%
▲ 35.54%
3
Sell
Dec 01, 2025
Cliffwater Direct Lending Fund I
0.46%
▲ 0.19%
1
Open
Dec 01, 2025
Cliffwater Enhanced Lending Fund Class I
0.44%
▲ 0.18%
1
Open
Dec 01, 2025
Nvidia
0.97%
▲ 528.99%
28
Buy
Nov 28, 2025
Affirm Holdings
0.51%
▼ 10.02%
2
Buy
Nov 28, 2025
Corning
0.89%
▲ 42.83%
27
Buy
Nov 27, 2025
Alibaba
2.35%
▲ 41.98%
49
Sell
Nov 27, 2025
Meta Platforms
1.29%
▲ 143.93%
34
Buy
Nov 27, 2025
Walt Disney
2.02%
▲ 18.35%
18
Buy
Nov 27, 2025
Palo Alto Networks
2.41%
▲ 21.01%
16
Buy
Nov 27, 2025
Amazon
1.7%
▲ 21.10%
12
Buy
Nov 27, 2025
Palantir Technologies
0.96%
▲ 992.02%
34
Sell
Nov 14, 2025