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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #92,097 out of 805,660 TipRanks' Investors
Success Rate
1324 out of 2124
profitable transactions
profitable transactions
Average Return
25.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.52%
6-Month Return▲ 20.96%
12-Month Return▲ 141.32%
YTD Return▲ 25.31%
Total Return▲ 268.54%
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
47.00%0-47.00%
▲ 25.97%
▲ 5.96%
▲ 47.00%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 14.99%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 14.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.59%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 13.26%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 4.83%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.84%
May 2025
▲ 3.20%
▲ 4.12%
▲ 2.03%
Jun 2025
▲ 25.97%▲ 5.96%▲ 47.00%
▲ 5.10%▼ 2.41%▲ 14.99%
▲ 6.03%▲ 2.69%▲ 14.19%
▼ 12.86%▼ 1.27%▼ 13.59%
▼ 1.80%▼ 5.57%▲ 13.26%
▲ 1.83%▼ 0.87%▲ 4.83%
▲ 12.21%▲ 6.28%▲ 4.84%
▲ 3.20%▲ 4.12%▲ 2.03%
Recent Activity
Ripple
0.12%
▲ 134.08%
11
Buy
Jun 06, 2025
Palantir Technologies
1.16%
▲ 677.75%
32
Sell
Jun 05, 2025
Abbott Laboratories
1.26%
▲ 19.15%
5
Sell
Jun 05, 2025
Albemarle
2.41%
▼ 1.44%
5
Buy
Jun 05, 2025
Alibaba
5.21%
▲ 4.04%
45
Buy
May 27, 2025
Evolv Technologies Holdings
0.3%
▲ 79.84%
17
Buy
May 27, 2025
Amazon
2.68%
▲ 22.31%
9
Buy
May 27, 2025
Verizon
0%
▲ 13.33%
29
Sell
May 14, 2025
Alphabet Class A
3.06%
▲ 11.48%
14
Buy
May 14, 2025
Royal Gold
0.2%
▲ 45.92%
13
Sell
May 14, 2025
Waste Connections
1.8%
▲ 9.23%
6
Buy
May 14, 2025
ProShares S&P 500 Dividend Aristocrats ETF
0.86%
▲ 3.86%
5
Buy
May 14, 2025
UL Solutions Inc. Class A
0%
▲ 46.89%
3
Sell
May 14, 2025
AbbVie
0.1%
▲ 2.51%
5
Sell
May 14, 2025
TSMC
0.78%
▲ 126.19%
27
Buy
May 04, 2025
Invesco Dynamic Semiconductors ETF
1.71%
▲ 48.61%
34
Buy
May 04, 2025
Occidental Petroleum
5.84%
▼ 17.51%
15
Buy
May 04, 2025
Berry Global Group
―
▲ 17.25%
5
Close
Apr 29, 2025
Amcor
0%
▼ 0.11%
1
Open
Apr 29, 2025
iShares U.S. Medical Devices ETF
0.53%
▲ 12.33%
30
Buy
Apr 16, 2025