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Charles' 2024 - New Portfolio

PerformancePortfolio Details

Charles

Charles' 2024
Individual Investor
Ranked #256,481 out of 788,174 TipRanks' Investors
Success Rate
57%
83 out of 146
profitable transactions
Average Return
8.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.48%
6-Month Return▼ 13.28%
12-Month Return-
YTD Return▲ 8.34%
Total Return▲ 18.26%

Best Trade

AssetServe Robot... (SERV)
Opened at
Closed at-
Gain▲ 367.86%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 22.96%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.52%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.04%
▲ 5.96%
▼ 10.00%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 2.79%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 5.63%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 2.57%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 22.96%
▼ 13.14%▲ 2.34%▼ 5.75%
▲ 2.93%▲ 2.10%▼ 1.52%
▲ 9.99%▼ 0.89%▼ 1.97%
▲ 26.04%▲ 5.96%▼ 10.00%
▲ 5.81%▼ 2.41%▼ 2.79%
▲ 4.98%▲ 2.69%▲ 5.63%
▼ 8.93%▲ 1.85%▲ 2.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BMGKX
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
4.09%
▲ 6.91%
20
Buy
Feb 20, 2025
FXAIX
Fidelity 500 Index Fund
4.1%
▲ 4.22%
7
Buy
Feb 20, 2025
INZY
Inozyme Pharma
3.38%
▼ 75.15%
2
Buy
Feb 20, 2025
SMCI
Super Micro Computer
2.22%
▼ 21.44%
6
Sell
Feb 18, 2025
T
AT&T
3.1%
▲ 7.86%
4
Sell
Feb 15, 2025
AVGO
Broadcom
―
▲ 64.29%
8
Close
Feb 13, 2025
SOUN
SoundHound AI, Inc Class A
0.46%
▲ 33.27%
12
Buy
Feb 09, 2025
BMEA
Biomea Fusion
3.86%
▼ 25.26%
5
Buy
Feb 09, 2025
AMAT
Applied Materials
―
▲ 5.57%
4
Close
Feb 09, 2025
FXNAX
Fidelity U.S. Bond Index Fund
―
▼ 0.34%
5
Close
Feb 09, 2025
OMQS
OMNIQ Corp
0.05%
▼ 16.73%
1
Open
Feb 09, 2025
BLNK
Blink Charging Co
―
▼ 52.55%
3
Close
Dec 26, 2024
AI
C3ai
3.73%
▲ 5.60%
6
Buy
Dec 10, 2024
QQQ
Invesco QQQ Trust
0.67%
▲ 1.16%
5
Open
Dec 10, 2024
SPY
SPDR S&P 500 ETF Trust
0.76%
▲ 1.60%
1
Open
Dec 10, 2024
RXRX
Recursion Pharmaceuticals
18.75%
▲ 23.35%
8
Buy
Dec 05, 2024
LLY
Eli Lilly & Co
2.18%
▲ 11.04%
5
Sell
Dec 04, 2024
ET
Energy Transfer
2.89%
▲ 3.54%
3
Open
Nov 21, 2024
FBTC
Fidelity Wise Origin Bitcoin Fund
2.68%
▲ 0.20%
1
Open
Nov 21, 2024
GOLD
Barrick Gold
2.72%
▲ 4.46%
1
Open
Nov 21, 2024