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Charles' 2024
- New Portfolio
Performance
Portfolio Details
Charles
Charles' 2024
Individual Investor
Ranked #224,672 out of 781,348 TipRanks' Investors
Success Rate
55%
77 out of 140
profitable transactions
Average Return
13.43%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
14.67%
RXRX
6.20%
NVDA
5.70%
SERV
5.44%
INMB
4.82%
AI
63.17%
Others
By Assets
90.84%
Stocks
5.06%
ETFs
4.10%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
48.35%
Healthcare
24.75%
Technology
16.79%
General
3.83%
Communication Services
3.56%
Energy
2.72%
Other
Portfolio Holdings
Select Columns
33
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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t3w9ntyk
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CATX
Perspective Therapeutics
$3.52
$0.09
(
2.62%
)
premium
8
Buy
1
Hold
0
Sell
Strong Buy
premium
$237.91M
-25.28%
SOUN
SoundHound AI, Inc Class A
$16.52
$2.88
(
21.11%
)
Pre
3.27%
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$6.11B
637.30%
SMCI
Super Micro Computer
$32.45
$1.63
(
5.29%
)
Pre
2.68%
premium
1
Buy
5
Hold
2
Sell
Hold
premium
$19.00B
-27.20%
AVGO
Broadcom
$240.31
$2.87
(
1.21%
)
Pre
2.02%
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$1.13T
96.04%
AI
C3ai
$32.81
$0.8
(
2.5%
)
Pre
5.91%
premium
2
Buy
4
Hold
4
Sell
Hold
premium
$4.23B
29.02%
ET
Energy Transfer
$20.91
$0.62
(
3.06%
)
Pre
0.14%
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$71.59B
50.65%
T
AT&T
$22.49
$0.2
(
0.9%
)
Pre
0.09%
premium
16
Buy
3
Hold
0
Sell
Strong Buy
premium
$161.37B
33.87%
NVDA
Nvidia
$140.83
$3.12
(
2.27%
)
Pre
2.56%
premium
36
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.45T
131.48%
QQQ
< ETF >
Invesco QQQ Trust
$524.80
$3.06
(
0.59%
)
Pre
0.77%
premium
3K
Buy
1K
Hold
144
Sell
Strong Buy
premium
$319.18B
23.71%
LLY
Eli Lilly & Co
$742.35
$16.63
(
2.29%
)
Pre
>0.01%
premium
15
Buy
2
Hold
0
Sell
Strong Buy
premium
$704.72B
15.45%
RXRX
Recursion Pharmaceuticals
$6.88
$0.35
(
5.36%
)
Pre
6.83%
premium
2
Buy
4
Hold
0
Sell
Moderate Buy
premium
$2.69B
-32.19%
SERV
Serve Robotics Inc
$19.41
$1.15
(
6.3%
)
Pre
0.62%
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$941.55M
―
GPCR
Structure Therapeutics, Inc. Sponsored ADR
$28.34
$1.28
(
4.73%
)
Pre
0.28%
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.62B
-33.63%
SCPH
scPharmaceuticals
$3.24
$0.04
(
1.22%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$162.13M
-38.58%
VIGL
Vigil Neuroscience Inc
$2.08
$0.15
(
7.77%
)
Pre
0.48%
premium
6
Buy
0
Hold
1
Sell
Moderate Buy
premium
$85.03M
-32.52%
BMEA
Biomea Fusion
$4.25
$0.275
(
6.92%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$154.01M
-71.44%
SNOW
Snowflake
$173.53
$2.74
(
1.6%
)
Pre
1.42%
premium
28
Buy
4
Hold
0
Sell
Strong Buy
premium
$57.28B
-11.56%
AMAT
Applied Materials
$192.87
$0.82
(
0.43%
)
Pre
1.04%
premium
14
Buy
6
Hold
1
Sell
Moderate Buy
premium
$156.94B
14.11%
FXNAX
< FUND >
Fidelity U.S. Bond Index Fund
$10.23
$0.03
(
0.29%
)
premium
―
premium
―
-0.97%
BMGKX
< FUND >
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
$46.73
$0.85
(
1.85%
)
premium
―
premium
―
18.19%
FXAIX
< FUND >
Fidelity 500 Index Fund
$210.13
$1.83
(
0.88%
)
premium
805
Buy
186
Hold
12
Sell
Strong Buy
premium
―
23.69%
ARM
ARM Holdings PLC ADR
$155.20
$5.94
(
3.98%
)
Pre
6.24%
premium
14
Buy
4
Hold
1
Sell
Moderate Buy
premium
$163.12B
89.95%
FDMT
4D Molecular Therapeutics
$4.67
$0.09
(
1.97%
)
premium
6
Buy
1
Hold
1
Sell
Moderate Buy
premium
$215.88M
-73.11%
CYBN
Cybin
$9.62
$0.49
(
5.37%
)
Pre
0.94%
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.37M
-34.35%
INZY
Inozyme Pharma
$1.35
$0.01
(
0.74%
)
Pre
2.22%
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$86.72M
-68.44%
LCTX
Lineage Therap
$0.59
$0.001
(
0.17%
)
Pre
1.41%
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$129.69M
-42.91%
ANRO
Alto Neuroscience, Inc.
$4.73
$0.09
(
1.94%
)
premium
4
Buy
2
Hold
0
Sell
Moderate Buy
premium
$127.57M
―
INMB
Inmune Bio
$6.53
$0.075
(
1.16%
)
Pre
0.08%
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$144.68M
-41.58%
NET
Cloudflare
$119.85
$2.69
(
2.3%
)
Pre
1.58%
premium
11
Buy
9
Hold
1
Sell
Moderate Buy
premium
$41.13B
44.02%
RANI
Rani Therapeutics Holdings
$1.41
$0.1
(
7.63%
)
Pre
0%
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$80.97M
-62.03%
FBTC
< ETF >
Fidelity Wise Origin Bitcoin Fund
$92.80
$1.14
(
1.24%
)
Pre
1.08%
premium
―
premium
$21.01B
160.55%
GOLD
Barrick Gold
$15.98
$0.02
(
0.12%
)
Pre
1.06%
premium
8
Buy
4
Hold
0
Sell
Moderate Buy
premium
$27.92B
2.50%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$603.05
$5.47
(
0.92%
)
Pre
0.38%
premium
8K
Buy
5K
Hold
604
Sell
Strong Buy
premium
$623.51B
23.61%
33
Results | Showing
1
out of
1
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