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Charles' 2024 - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
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
FXNAX
< FUND >
Fidelity U.S. Bond Index Fund
$10.23
$0.03
(0.29%)
premium
premium
-0.97%
BMGKX
BMGKX
< FUND >
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
$46.73
$0.85
(1.85%)
premium
premium
18.19%
FXAIX
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
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
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%