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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #347,341 out of 775,913 TipRanks' Investors
Success Rate
67 out of 139
profitable transactions
profitable transactions
Average Return
9.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.24%
6-Month Return▼ 4.06%
12-Month Return-
YTD Return▲ 9.31%
Total Return▲ 9.31%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 7.47%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 22.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.75%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.52%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.70%
Oct 2024
▲ 43.22%
▲ 5.96%
▼ 10.00%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.92%
Dec 2024
▲ 11.46%▲ 5.06%▲ 7.47%
▼ 2.25%▲ 3.53%▼ 2.87%
▲ 25.71%▲ 1.21%▲ 22.96%
▼ 4.22%▲ 2.34%▼ 5.75%
▲ 7.82%▲ 2.10%▼ 1.52%
▲ 5.38%▼ 0.89%▼ 1.70%
▲ 43.22%▲ 5.96%▼ 10.00%
▲ 3.34%▼ 1.56%▼ 2.92%
Recent Activity
SoundHound AI, Inc Class A
0%
▲ 147.02%
11
Sell
Dec 16, 2024
Biomea Fusion
4.69%
▼ 19.90%
4
Buy
Dec 16, 2024
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
3.55%
▲ 7.86%
14
Buy
Dec 15, 2024
C3ai
5.64%
▲ 15.37%
6
Buy
Dec 10, 2024
Invesco QQQ Trust
0.81%
▼ 0.08%
5
Open
Dec 10, 2024
SPDR S&P 500 ETF Trust
0.92%
▼ 1.60%
1
Open
Dec 10, 2024
Applied Materials
0%
▼ 0.26%
3
Open
Dec 08, 2024
Recursion Pharmaceuticals
13.6%
▼ 15.80%
8
Buy
Dec 05, 2024
Broadcom
0%
▲ 53.42%
7
Sell
Dec 04, 2024
Eli Lilly & Co
2.38%
▼ 2.53%
5
Sell
Dec 04, 2024
Blink Charging Co
0%
▼ 55.26%
2
Sell
Dec 04, 2024
Energy Transfer
3.4%
▼ 0.16%
3
Open
Nov 21, 2024
AT&T
4.1%
▼ 0.26%
3
Open
Nov 21, 2024
Fidelity Wise Origin Bitcoin Fund
3.27%
▼ 1.96%
1
Open
Nov 21, 2024
Barrick Gold
2.78%
▼ 14.19%
1
Open
Nov 21, 2024
Nvidia
6.27%
▲ 41.19%
7
Sell
Nov 19, 2024
Serve Robotics Inc
4.54%
▲ 210.30%
5
Sell
Nov 19, 2024
ARM Holdings PLC ADR
3.08%
▼ 0.99%
3
Open
Nov 13, 2024
Lineage Therap
3.61%
▼ 38.30%
3
Buy
Nov 13, 2024
Cloudflare
4.37%
▲ 19.68%
1
Open
Nov 13, 2024