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Charles' 2024 - New Portfolio

PerformancePortfolio Details

Charles

Charles' 2024
Individual Investor
Ranked #47,926 out of 747,498 TipRanks' Investors
Success Rate
60%
53 out of 89
profitable transactions
Average Return
38.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.65%
6-Month Return-
12-Month Return-
YTD Return▲ 26.07%
Total Return▲ 26.07%

Best Trade

AssetPerspective... (CATX)
Opened at
Closed at-
Gain▲ 850.38%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
―
Dec 2023
▼ 1.87%
▲ 1.59%
―
Jan 2024
▲ 14.08%
▲ 5.22%
―
Feb 2024
▲ 5.05%
▲ 3.27%
―
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 6.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 13.05%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%―
▼ 1.87%▲ 1.59%―
▲ 14.08%▲ 5.22%―
▲ 5.05%▲ 3.27%―
▼ 12.40%▼ 4.03%▲ 6.83%
▲ 11.46%▲ 5.06%▲ 7.47%
▼ 2.25%▲ 3.53%▼ 2.87%
▲ 25.65%▲ 0.88%▲ 13.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AVGO
Broadcom
12.71%
▲ 8.98%
4
Buy
Jul 13, 2024
BMGKX
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
8.6%
▼ 0.97%
4
Buy
Jul 12, 2024
GPCR
Structure Therapeutics, Inc. Sponsored ADR
3.37%
▼ 23.30%
3
Buy
Jul 11, 2024
RXRX
Recursion Pharmaceuticals
―
▼ 6.60%
5
Close
Jul 08, 2024
FXNAX
Fidelity U.S. Bond Index Fund
―
▼ 0.19%
2
Close
Jul 06, 2024
FXAIX
Fidelity 500 Index Fund
―
▲ 1.90%
3
Close
Jul 06, 2024
AMZN
Amazon
―
▲ 4.50%
2
Close
Jun 30, 2024
MSFT
Microsoft
―
▲ 9.70%
2
Close
Jun 27, 2024
CRWD
CrowdStrike Holdings
―
▼ 0.71%
4
Close
Jun 26, 2024
ARM
ARM Holdings PLC ADR
―
▲ 0.20%
2
Close
Jun 25, 2024
AI
C3ai
―
▲ 20.52%
4
Close
Jun 21, 2024
COST
Costco
―
▲ 14.83%
3
Close
Jun 21, 2024
SMCI
Super Micro Computer
3.09%
▼ 8.60%
4
Buy
Jun 20, 2024
SCPH
scPharmaceuticals
0.97%
▲ 8.34%
2
Buy
Jun 20, 2024
AMAT
Applied Materials
―
▲ 4.28%
2
Close
Jun 19, 2024
ASML
ASML Holding
―
▼ 0.70%
2
Close
Jun 19, 2024
CATX
Perspective Therapeutics
5.3%
▲ 735.01%
9
Sell
Jun 18, 2024
CI
Cigna
―
▼ 3.71%
2
Close
Jun 18, 2024
EQIX
Equinix
―
▲ 3.70%
4
Close
Jun 15, 2024
STLA
Stellantis
―
▼ 5.82%
2
Close
Jun 15, 2024