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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #299,035 out of 796,734 TipRanks' Investors
Success Rate
43%
130 out of 301
profitable transactions
Average Return
13.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.19%
6-Month Return▼ 6.06%
12-Month Return▲ 0.67%
YTD Return▼ 10.16%
Total Return▲ 89.08%

Best Trade

Opened at
Closed at-
Gain▲ 1468.32%

Bio

Growth and Value Model.

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.61%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.83%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 0.98%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 0.21%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.64%
Mar 2025
▼ 6.77%
▼ 8.14%
▲ 1.03%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 0.27%
▲ 10.00%▼ 0.89%▼ 0.61%
▲ 25.98%▲ 5.96%▲ 9.83%
▲ 5.36%▼ 2.41%▼ 0.98%
▲ 6.01%▲ 2.69%▲ 0.21%
▼ 12.86%▼ 1.27%▼ 2.88%
▼ 1.80%▼ 5.57%▼ 8.64%
▼ 6.77%▼ 8.14%▲ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Caesars Entertainment
2.02%
▼ 13.42%
5
Buy
Apr 10, 2025
Aldeyra Therapeutics
1.09%
▼ 14.10%
4
Buy
Apr 10, 2025
Barrick Gold
2.26%
▲ 13.87%
6
Buy
Apr 10, 2025
Roblox
2.11%
▲ 67.62%
6
Buy
Apr 10, 2025
Microsoft
2.07%
▲ 11.55%
6
Buy
Apr 10, 2025
Advanced Micro Devices
0.98%
▼ 3.19%
4
Buy
Apr 10, 2025
Okta
0.89%
▲ 2.33%
2
Buy
Apr 10, 2025
Coterra Energy
1.8%
▲ 3.10%
5
Buy
Apr 10, 2025
Delta Air Lines
2.59%
▼ 1.52%
4
Buy
Apr 10, 2025
Intellia Therapeutics
1.1%
▼ 45.92%
4
Buy
Apr 10, 2025
Acumen Pharmaceuticals
0.78%
▼ 51.68%
6
Buy
Apr 10, 2025
MacroGenics
0.69%
▼ 59.02%
4
Buy
Apr 10, 2025
ACV Auctions
0.92%
▲ 1.02%
3
Buy
Apr 10, 2025
Arcturus Therapeutics
0.69%
▼ 17.13%
2
Buy
Apr 10, 2025
Evolv Technologies Holdings
1.68%
▼ 16.38%
5
Buy
Apr 10, 2025
Albemarle
3.92%
▼ 29.42%
3
Buy
Apr 10, 2025
AdvanSix
1.19%
▼ 14.43%
4
Buy
Apr 10, 2025
DraftKings
1.89%
▼ 13.59%
4
Buy
Apr 10, 2025
Rigetti Computing
0.06%
▼ 31.98%
2
Buy
Apr 10, 2025
Jazz Pharmaceuticals
1.56%
▼ 13.79%
3
Buy
Apr 10, 2025