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Charles' 2024 - New Portfolio

Charles

Charles' 2024
Individual Investor
Ranked #347,251 out of 775,923 TipRanks' Investors
Success Rate
48%
67 out of 139
profitable transactions
Average Return
9.02%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.60% RXRX
6.27% NVDA
5.64% AI
4.69% BMEA
4.64% CYBN
65.16% Others
By Assets
91.12% Stocks
4.99% ETFs
3.88% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
49.22% Healthcare
25.41% Technology
15.09% General
4.10% Communication Services
3.40% Energy
2.78% 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
$2.85
$0.01
(0.35%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$192.62M
-25.00%
SOUN
SoundHound AI, Inc Class A
$21.75
$2.9
(15.38%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$8.04B
921.36%
SMCI
Super Micro Computer
$31.59
$0.35
(1.12%)
premium
1 Buy
5 Hold
2 Sell
Hold
premium
$18.50B
9.04%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
95.86%
AI
C3ai
$36.34
$0.89
(2.51%)
premium
2 Buy
4 Hold
4 Sell
Hold
premium
$4.69B
23.52%
ET
Energy Transfer
$18.86
$0.59
(3.23%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$64.58B
36.77%
T
AT&T
$22.75
$0.18
(0.8%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$163.24B
37.46%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$518.66
$4.49
(0.87%)
premium
1K Buy
633 Hold
76 Sell
Moderate Buy
premium
$320.84B
27.00%
LLY
Eli Lilly & Co
$767.76
$10.22
(1.35%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$728.85B
34.60%
RXRX
Recursion Pharmaceuticals
$6.03
$0.06
(0.99%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$2.36B
-38.72%
SERV
Serve Robotics Inc
$14.61
$1.25
(9.36%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$647.20M
GPCR
Structure Therapeutics, Inc. Sponsored ADR
$27.90
$2.07
(6.91%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.60B
-15.45%
SCPH
scPharmaceuticals
$3.39
$0.08
(2.42%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$169.64M
-46.49%
VIGL
Vigil Neuroscience Inc
$1.70
$0.04
(2.41%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$69.50M
-54.05%
BMEA
Biomea Fusion
$4.23
$0.15
(3.68%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$153.29M
-71.05%
SNOW
Snowflake
$166.29
$2.08
(1.27%)
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$54.89B
-15.50%
AMAT
Applied Materials
$163.59
$2.15
(1.33%)
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$133.11B
0.95%
FXNAX
FXNAX
< FUND >
Fidelity U.S. Bond Index Fund
$10.23
$0.02
(0.2%)
premium
premium
-1.63%
BMGKX
BMGKX
< FUND >
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
$44.80
$0.77
(1.75%)
premium
premium
16.79%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$205.83
$1.51
(0.74%)
premium
397 Buy
102 Hold
7 Sell
Moderate Buy
premium
25.01%
ARM
ARM Holdings PLC ADR
$132.15
$0.05
(0.04%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$138.89B
85.60%
BLNK
Blink Charging Co
$1.49
$0.03
(2.05%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$150.75M
-58.49%
FDMT
4D Molecular Therapeutics
$6.31
$0.53
(9.17%)
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$291.70M
-69.14%
CYBN
Cybin
$9.61
$0.29
(3.11%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.37M
-38.32%
INZY
Inozyme Pharma
$2.99
$0.18
(6.41%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$192.08M
-26.53%
LCTX
Lineage Therap
$0.56
$0.056
(11.16%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$122.99M
-48.81%
ANRO
Alto Neuroscience, Inc.
$3.89
$0.17
(4.57%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$104.91M
INMB
Inmune Bio
$4.40
$0.02
(0.45%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$97.56M
-58.17%
NET
Cloudflare
$112.69
$4.11
(3.79%)
premium
9 Buy
8 Hold
3 Sell
Moderate Buy
premium
$38.67B
32.81%
RANI
Rani Therapeutics Holdings
$1.40
$0.1
(7.69%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$80.40M
-55.41%
FBTC
FBTC
< ETF >
Fidelity Wise Origin Bitcoin Fund
$84.20
$0.07
(0.08%)
premium
premium
$21.04B
105.97%
GOLD
Barrick Gold
$15.46
$0.23
(1.51%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$27.08B
-14.87%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$591.15
$7.016
(1.2%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$618.16B
24.81%