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Charles' 2024 - New Portfolio

Performance Portfolio Details

Charles

Charles' 2024

Individual Investor

Ranked #43,781 out of 769,291 TipRanks' Investors

Success Rate

68 out of 125
profitable transactions

Average Return

61.68%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

8.02% LLY

6.72% NVDA

5.01% AVGO

4.83% CYBN

4.45% VIGL

70.97% Others

By Assets

93.52% Stocks

3.28% ETFs

3.20% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

45.82% Healthcare

31.57% Technology

10.80% General

4.07% Communication Services

3.36% Energy

4.37% Other

Portfolio Holdings

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To view investors' portfolios

CATX

Perspective Therapeutics

$3.00

$3.17

(51.38%)

Pre

0.67%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$202.76M

141.96%

SOUN

SoundHound AI, Inc Class A

$6.98

$0.54

(8.39%)

Pre

0.86%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.58B

203.77%

SMCI

Super Micro Computer

$29.70

$3.9

(15.12%)

Pre

1.48%

premium

2 Buy

6 Hold

2 Sell

Hold

premium

$17.39B

-10.99%

AVGO

Broadcom

$163.94

$0.69

(0.42%)

Pre

0.05%

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$765.69B

66.38%

C3ai

$34.99

$2.63

(8.13%)

Pre

0.74%

premium

4 Buy

6 Hold

3 Sell

Hold

premium

$4.44B

13.50%

Energy Transfer

$18.97

$0.69

(3.77%)

Pre

0.37%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$64.95B

33.43%

AT&T

$22.98

$0.15

(0.66%)

Pre

0.3%

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$164.89B

41.01%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

Pre

0.78%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

192.11%

LLY

Eli Lilly & Co

$749.92

$3.49

(0.46%)

Pre

0.93%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$711.91B

27.14%

RXRX

Recursion Pharmaceuticals

$5.75

$0.29

(4.8%)

Pre

0.35%

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$2.24B

-7.65%

SERV

Serve Robotics Inc

$8.46

$0.28

(3.2%)

Pre

0.24%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$374.76M

―

GPCR

Structure Therapeutics, Inc. Sponsored ADR

$30.10

$2.61

(7.98%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.72B

-36.27%

SCPH

scPharmaceuticals

$3.46

$0.1

(2.98%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$173.14M

-38.80%

VIGL

Vigil Neuroscience Inc

$3.00

$0.05

(1.64%)

Pre

premium

5 Buy

0 Hold

1 Sell

Moderate Buy

premium

$122.64M

-6.73%

BMEA

Biomea Fusion

$6.38

$0.1

(1.59%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$231.20M

-36.82%

SNOW

Snowflake

$171.35

$42.23

(32.71%)

Pre

0.44%

premium

24 Buy

10 Hold

0 Sell

Moderate Buy

premium

$57.44B

-22.53%

FXNAX < FUND >

Fidelity U.S. Bond Index Fund

$10.28

(0%)

premium

―

premium

―

2.70%

BMGKX < FUND >

BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares

$45.78

$0.94

(2.1%)

premium

―

premium

―

27.06%

FXAIX < FUND >

Fidelity 500 Index Fund

$206.95

$1.13

(0.55%)

premium

396 Buy

103 Hold

7 Sell

Moderate Buy

premium

―

30.38%

ARM

ARM Holdings PLC ADR

$133.14

$0.56

(0.42%)

Pre

0.75%

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$139.93B

127.92%

BLNK

Blink Charging Co

$1.52

$0.015

(0.98%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$153.79M

-57.95%

FDMT

4D Molecular Therapeutics

$7.99

$0.42

(4.99%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$369.36M

-29.62%

CYBN

Cybin

$10.16

(8.96%)

Pre

1.08%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.41M

2289.72%

INZY

Inozyme Pharma

$2.69

$0.1

(3.58%)

Pre

3.35%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$172.81M

-27.15%

LCTX

Lineage Therap

$0.60

$0.041

(6.45%)

Pre

6.67%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$113.30M

-33.23%

ANRO

Alto Neuroscience, Inc.

$4.09

$0.18

(4.22%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$110.31M

―

INMB

Inmune Bio

$4.76

$0.2

(4.39%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$105.54M

-42.35%

NET

Cloudflare

$104.24

$7.77

(8.05%)

Pre

0.83%

premium

7 Buy

9 Hold

3 Sell

Hold

premium

$35.77B

30.63%

RANI

Rani Therapeutics Holdings

$2.04

$0.01

(0.49%)

Pre

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$117.15M

1.49%

FBTC < ETF >

Fidelity Wise Origin Bitcoin Fund

$85.88

$3.34

(4.05%)

Pre

0.49%

premium

―

premium

$18.44B

101.91%

GOLD

Barrick Gold

$18.12

$0.23

(1.29%)

Pre

1.27%

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$31.67B

10.50%