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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #32,905 out of 769,002 TipRanks' Investors
Success Rate
67 out of 125
profitable transactions
profitable transactions
Average Return
73.90%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 18.42%
6-Month Return▼ 5.00%
12-Month Return-
YTD Return▲ 9.14%
Total Return▲ 9.14%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 6.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 22.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.74%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.86%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.38%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 12.75%
Nov 2024
▼ 12.40%▼ 4.03%▲ 6.83%
▲ 11.46%▲ 5.06%▲ 7.47%
▼ 2.25%▲ 3.53%▼ 2.87%
▲ 25.72%▲ 1.21%▲ 22.96%
▼ 4.22%▲ 2.34%▼ 5.74%
▲ 7.82%▲ 2.10%▼ 1.86%
▲ 5.70%▼ 0.89%▼ 1.38%
▲ 23.63%▲ 3.84%▼ 12.75%
Recent Activity
Nvidia
6.73%
▲ 52.91%
7
Sell
Nov 19, 2024
Serve Robotics Inc
2.59%
▲ 85.63%
5
Sell
Nov 19, 2024
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
2.81%
▲ 10.16%
12
Buy
Nov 19, 2024
C3ai
2.67%
▲ 19.93%
5
Open
Nov 13, 2024
ARM Holdings PLC ADR
3.05%
▼ 0.41%
3
Open
Nov 13, 2024
Lineage Therap
3.82%
▼ 29.12%
3
Buy
Nov 13, 2024
Cloudflare
3.98%
▲ 2.45%
1
Open
Nov 13, 2024
Rani Therapeutics Holdings
1.25%
▼ 17.00%
1
Open
Nov 13, 2024
SoundHound AI, Inc Class A
4.27%
▲ 18.59%
8
Sell
Nov 11, 2024
Eli Lilly & Co
8.03%
▼ 4.35%
4
Sell
Nov 11, 2024
Taiwan Semiconductor Manufacturing
―
▲ 27.00%
3
Close
Nov 06, 2024
Invesco QQQ Trust
―
▲ 0.07%
4
Close
Oct 15, 2024
Chipotle
―
▼ 9.11%
4
Close
Sep 25, 2024
Inmune Bio
4.13%
▼ 6.17%
1
Open
Sep 25, 2024
Alto Neuroscience, Inc.
1.74%
▼ 68.28%
1
Open
Sep 10, 2024
Alphabet Class A
―
▼ 8.45%
3
Close
Sep 05, 2024
Novavax
―
▼ 27.15%
3
Close
Aug 27, 2024
Perspective Therapeutics
1.27%
▲ 187.69%
12
Sell
Aug 22, 2024
Inozyme Pharma
3.71%
▼ 45.40%
1
Open
Aug 22, 2024
Cybin
4.83%
▲ 4,013.64%
2
Buy
Aug 14, 2024