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Charles' 2024 - New Portfolio

Charles

Charles' 2024
Individual Investor
Ranked #341,513 out of 788,370 TipRanks' Investors
Success Rate
52%
78 out of 149
profitable transactions
Average Return
5.45%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.03% RXRX
7.09% INMB
5.86% NVDA
5.52% NET
4.70% FXAIX
68.80% Others
By Assets
77.21% Stocks
10.30% Cash
8.31% Funds
4.17% ETFs
0.00% Cryptocurrency
By Sector
46.45% Healthcare
24.82% Technology
18.70% General
3.68% Communication Services
3.27% Energy
3.09% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CATX
Perspective Therapeutics
$2.76
$0.08
(2.82%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$191.95M
-70.95%
SOUN
SoundHound AI, Inc Class A
$10.31
$0.6
(5.5%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.29B
189.39%
SMCI
Super Micro Computer
$56.07
$3.2
(5.4%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$34.71B
-42.52%
AI
C3ai
$28.50
$1.4
(4.68%)
premium
2 Buy
4 Hold
4 Sell
Hold
premium
$3.86B
7.02%
ET
Energy Transfer
$19.39
$0.55
(2.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.42B
31.10%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$187.71B
60.46%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$526.08
$11.15
(2.08%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$343.15B
22.63%
LLY
Eli Lilly & Co
$873.68
$0.56
(0.06%)
premium
16 Buy
1 Hold
0 Sell
Strong Buy
premium
$827.87B
13.52%
RXRX
Recursion Pharmaceuticals
$9.28
$1.07
(10.34%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$4.04B
-38.13%
SERV
Serve Robotics Inc
$12.01
$1.09
(8.32%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$635.46M
GPCR
Structure Therapeutics, Inc. Sponsored ADR
$23.77
$0.375
(1.6%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.34B
-42.08%
SCPH
scPharmaceuticals
$3.25
$0.11
(3.27%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$168.13M
-42.38%
VIGL
Vigil Neuroscience Inc
$3.03
$0.14
(4.84%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$118.14M
-4.11%
BMEA
Biomea Fusion
$3.46
$0.19
(5.21%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$132.27M
-78.56%
SNOW
Snowflake
$177.89
$7.07
(3.82%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$61.06B
-21.15%
BMGKX
BMGKX
< FUND >
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
$43.42
$1.88
(4.15%)
premium
premium
6.24%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$209.13
$3.62
(1.7%)
premium
407 Buy
94 Hold
5 Sell
Moderate Buy
premium
18.25%
ARM
ARM Holdings PLC ADR
$144.84
$6.01
(3.98%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$159.00B
12.69%
FDMT
4D Molecular Therapeutics
$4.64
$0.03
(0.64%)
premium
8 Buy
1 Hold
1 Sell
Moderate Buy
premium
$215.88M
-82.28%
CYBN
Cybin
$9.09
$0.24
(2.57%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.38M
-39.85%
INZY
Inozyme Pharma
$1.25
$0.02
(1.57%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$81.59M
-77.44%
LCTX
Lineage Therap
$0.68
$0.017
(2.52%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$152.86M
-36.82%
ANRO
Alto Neuroscience, Inc.
$3.19
$0.07
(2.24%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$84.15M
-75.46%
INMB
Inmune Bio
$8.59
$0.5
(5.5%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$201.55M
-32.17%
NET
Cloudflare
$151.96
$4.42
(2.83%)
premium
11 Buy
13 Hold
1 Sell
Moderate Buy
premium
$53.59B
52.77%
RANI
Rani Therapeutics Holdings
$1.66
$0.07
(4.05%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$99.11M
-49.08%
FBTC
FBTC
< ETF >
Fidelity Wise Origin Bitcoin Fund
$82.81
$3.24
(3.77%)
premium
premium
$20.02B
92.85%
GOLD
Barrick Gold
$18.30
$0.52
(2.76%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$32.35B
27.17%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.94
$10.44
(1.71%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$636.06B
20.27%
OMQS
OMNIQ Corp
$0.25
$0.014
(5.91%)
premium
premium
$2.51M
-41.33%