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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #175,913 out of 775,913 TipRanks' Investors
Success Rate
49%
120 out of 246
profitable transactions
Average Return
27.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.78%
6-Month Return▲ 18.34%
12-Month Return▲ 10.84%
YTD Return▲ 9.22%
Total Return▲ 111.60%

Best Trade

Opened at
Closed at-
Gain▲ 2402.59%

Bio

Growth and Value Model.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.08%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 12.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.31%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.82%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.74%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.46%
▼ 2.25%▲ 3.53%▼ 5.08%
▲ 25.71%▲ 1.21%▲ 12.14%
▼ 4.22%▲ 2.34%▼ 2.37%
▲ 7.82%▲ 2.10%▼ 0.27%
▲ 5.38%▼ 0.89%▼ 0.31%
▲ 43.22%▲ 5.96%▲ 9.82%
▲ 3.34%▼ 1.56%▼ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Heritage Distilling Holding Company, Inc.
0%
▼ 2.89%
1
Open
Dec 03, 2024
Marathon Oil
▲ 424.62%
3
Close
Nov 21, 2024
Snowflake
▲ 35.12%
6
Close
Nov 21, 2024
Conocophillips
0.6%
▼ 15.00%
1
Open
Nov 21, 2024
Axonics Modulation Technologies
▲ 24.79%
3
Close
Nov 14, 2024
Verastem
0%
▲ 41.55%
1
Open
Oct 18, 2024
Lithium Americas Corp.
0%
▲ 5.69%
1
Open
Oct 12, 2024
New Fortress Energy
0%
▲ 23.94%
1
Open
Oct 12, 2024
Nutrien
2.19%
▲ 9.87%
5
Buy
Sep 11, 2024
Roblox
1.18%
▲ 80.45%
5
Sell
Sep 11, 2024
Coterra Energy
1.28%
▼ 3.08%
4
Buy
Sep 11, 2024
uniQure
7.5%
▲ 183.64%
5
Buy
Sep 11, 2024
Newmont Mining
3.76%
▲ 1.42%
4
Sell
Sep 11, 2024
Verve Therapeutics
2.53%
▼ 39.96%
6
Buy
Sep 11, 2024
DraftKings
0%
▲ 4.97%
1
Open
Sep 11, 2024
NETSTREIT
0.14%
▼ 16.10%
1
Open
Sep 11, 2024
Harrow Health
0%
▼ 17.18%
1
Open
Aug 22, 2024
Nordstrom
0%
▲ 61.19%
5
Sell
Aug 15, 2024
ARS Pharmaceuticals
0.03%
▲ 123.39%
4
Sell
Aug 15, 2024
Rhythm Pharmaceuticals
2.2%
▲ 112.90%
8
Buy
May 29, 2024