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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #215,565 out of 793,704 TipRanks' Investors
Success Rate
49%
131 out of 269
profitable transactions
Average Return
20.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.35%
6-Month Return▲ 1.07%
12-Month Return▼ 4.05%
YTD Return▼ 6.53%
Total Return▲ 97.21%

Best Trade

Opened at
Closed at-
Gain▲ 1726.28%

Bio

Growth and Value Model.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 2.37%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.83%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 0.75%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 0.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.88%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 3.35%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 2.37%
▲ 2.93%▲ 2.10%▼ 0.27%
▲ 10.00%▼ 0.89%▼ 0.59%
▲ 26.01%▲ 5.96%▲ 9.83%
▲ 5.33%▼ 2.41%▼ 0.75%
▲ 5.89%▲ 2.69%▼ 0.43%
▼ 12.86%▼ 1.27%▼ 2.88%
▲ 3.73%▼ 4.27%▼ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
0.96%
▲ 31.16%
5
Buy
Mar 27, 2025
Cara Therapeutics
0%
▼ 64.57%
8
Sell
Mar 27, 2025
Relay Therapeutics
1.47%
▼ 56.08%
6
Buy
Mar 27, 2025
Jazz Pharmaceuticals
1.24%
▼ 7.64%
2
Buy
Mar 27, 2025
Seadrill Limited
0.37%
▲ 6.18%
2
Buy
Mar 27, 2025
Schlumberger
0.41%
▲ 5.04%
2
Buy
Mar 27, 2025
Summit Therapeutics
0.71%
▲ 11.35%
2
Buy
Mar 27, 2025
Neurogene
0.23%
0.00%
1
Open
Mar 27, 2025
Qualcomm
3.11%
▲ 25.86%
6
Buy
Mar 11, 2025
Acumen Pharmaceuticals
0.67%
▼ 51.49%
5
Buy
Mar 11, 2025
Beam Therapeutics
0%
▼ 20.26%
4
Open
Mar 11, 2025
AdvanSix
1.13%
▼ 12.78%
3
Buy
Mar 11, 2025
DraftKings
0.91%
▼ 8.05%
3
Buy
Mar 11, 2025
NETSTREIT
0.77%
▼ 0.17%
2
Buy
Mar 11, 2025
Viavi Solutions
0%
▲ 5.56%
1
Open
Mar 11, 2025
Vor Biopharma
0%
▼ 13.75%
1
Open
Mar 11, 2025
Caesars Entertainment
1.33%
▼ 18.81%
4
Buy
Feb 24, 2025
First Majestic Silver
2.06%
▲ 4.48%
2
Buy
Feb 24, 2025
Barrick Gold
1.92%
▲ 13.99%
5
Buy
Feb 24, 2025
Nkarta
1.45%
▼ 14.18%
7
Buy
Feb 24, 2025