Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #101,798 out of 769,291 TipRanks' Investors
Success Rate
1282 out of 2039
profitable transactions
profitable transactions
Average Return
18.07%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 65.56%
6-Month Return▲ 137.25%
12-Month Return▲ 137.52%
YTD Return▲ 118.61%
Total Return▲ 235.31%
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
72.86%0-72.86%
▼ 12.40%
▼ 4.03%
▼ 20.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 36.56%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.84%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 72.86%
Nov 2024
▼ 12.40%▼ 4.03%▼ 20.61%
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.72%
▲ 25.72%▲ 1.21%▲ 36.56%
▼ 4.22%▲ 2.34%▼ 3.58%
▲ 7.82%▲ 2.10%▲ 8.90%
▲ 5.70%▼ 0.89%▼ 2.84%
▲ 37.60%▲ 4.40%▲ 72.86%
Recent Activity
Evolv Technologies Holdings
0.11%
▼ 11.97%
15
Buy
Nov 17, 2024
Super Micro Computer
―
▼ 53.86%
3
Close
Nov 17, 2024
Broadcom
3.4%
▼ 3.82%
2
Buy
Nov 17, 2024
Walmart
3.05%
▲ 84.03%
20
Sell
Oct 22, 2024
Waste Management
3.44%
▲ 52.39%
25
Sell
Oct 22, 2024
Invesco Dynamic Semiconductors ETF
1.52%
▲ 40.72%
31
Sell
Oct 22, 2024
Utilities Select Sector SPDR Fund
1.19%
▲ 26.21%
19
Sell
Oct 22, 2024
Alibaba
2.1%
▼ 24.28%
41
Buy
Oct 22, 2024
Caterpillar
2.19%
▲ 86.30%
29
Sell
Oct 22, 2024
Meta Platforms
0.86%
▲ 140.19%
26
Sell
Oct 22, 2024
Republic Services
1.33%
▲ 10.57%
13
Sell
Oct 22, 2024
Goldman Sachs Group
1.25%
▲ 93.76%
20
Sell
Oct 22, 2024
Deere
1.37%
▲ 13.98%
8
Sell
Oct 22, 2024
Essential Utilities
1.21%
▼ 0.88%
12
Sell
Oct 22, 2024
Palo Alto Networks
2.06%
▲ 30.83%
10
Sell
Oct 22, 2024
Apple
1.06%
▲ 27.57%
8
Sell
Oct 22, 2024
Waste Connections
1.74%
▲ 13.08%
5
Sell
Oct 22, 2024
Costco
1.11%
▲ 68.78%
15
Buy
Oct 19, 2024
Occidental Petroleum
3.18%
▼ 8.65%
11
Buy
Oct 19, 2024
Oklo Inc
0.02%
▲ 206.56%
2
Sell
Oct 19, 2024