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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #458,448 out of 793,835 TipRanks' Investors
Success Rate
58 out of 174
profitable transactions
profitable transactions
Average Return
-9.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 17.07%
6-Month Return▼ 31.65%
12-Month Return-
YTD Return▼ 20.08%
Total Return▼ 12.90%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 5.75%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.52%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.97%
Oct 2024
▲ 26.01%
▲ 5.96%
▼ 10.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.94%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 6.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 9.24%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 17.07%
Mar 2025
▼ 13.14%▲ 2.34%▼ 5.75%
▲ 2.93%▲ 2.10%▼ 1.52%
▲ 10.00%▼ 0.89%▼ 1.97%
▲ 26.01%▲ 5.96%▼ 10.00%
▲ 5.33%▼ 2.41%▼ 2.94%
▲ 5.89%▲ 2.69%▲ 6.19%
▼ 12.86%▼ 1.27%▼ 9.24%
▲ 3.73%▼ 4.27%▼ 17.07%
Recent Activity
Eli Lilly & Co
0%
▲ 3.38%
7
Buy
Mar 17, 2025
Cloudflare
0.18%
▲ 10.55%
3
Buy
Mar 17, 2025
Recursion Pharmaceuticals
5.48%
▼ 18.49%
11
Sell
Mar 13, 2025
Inozyme Pharma
15.73%
▼ 27.94%
8
Buy
Mar 13, 2025
Super Micro Computer
1.67%
▼ 39.03%
8
Buy
Mar 12, 2025
Nvidia
4.31%
▲ 11.60%
9
Buy
Mar 12, 2025
Biomea Fusion
2.55%
▼ 45.17%
7
Buy
Mar 12, 2025
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
5.82%
▼ 10.10%
22
Buy
Mar 12, 2025
Inmune Bio
3.42%
▲ 12.88%
4
Buy
Mar 12, 2025
Applied Digital Corporation
2.88%
▼ 13.60%
1
Open
Mar 12, 2025
Tempus AI, Inc. Class A
3.76%
▲ 5.12%
1
Open
Mar 12, 2025
Alto Neuroscience, Inc.
15.09%
▼ 53.91%
3
Buy
Mar 07, 2025
Vor Biopharma
3.61%
▼ 32.56%
2
Buy
Mar 07, 2025
Invesco QQQ Trust
0%
▼ 3.17%
6
Sell
Mar 06, 2025
Cybin
2.67%
▼ 34.98%
3
Sell
Mar 05, 2025
Structure Therapeutics, Inc. Sponsored ADR
4.72%
▼ 47.50%
4
Buy
Mar 01, 2025
C3ai
0%
▼ 6.66%
7
Sell
Feb 27, 2025
Energy Transfer
0%
▲ 0.24%
4
Sell
Feb 27, 2025
AT&T
0%
▲ 12.34%
5
Sell
Feb 27, 2025
Serve Robotics Inc
0%
▲ 33.59%
6
Sell
Feb 27, 2025