tiprankstipranks

Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #206,285 out of 769,002 TipRanks' Investors
Success Rate
50%
122 out of 244
profitable transactions
Average Return
21.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.66%
6-Month Return▼ 1.00%
12-Month Return▲ 15.95%
YTD Return▼ 1.30%
Total Return▲ 91.28%

Best Trade

Opened at
Closed at-
Gain▲ 1932.87%

Bio

Growth and Value Model.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 9.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.08%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 12.14%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.37%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.33%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 1.46%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.90%
▲ 11.46%▲ 5.06%▲ 1.46%
▼ 2.25%▲ 3.53%▼ 5.08%
▲ 25.72%▲ 1.21%▲ 12.14%
▼ 4.22%▲ 2.34%▼ 2.37%
▲ 7.82%▲ 2.10%▼ 0.27%
▲ 5.70%▼ 0.89%▼ 0.33%
▲ 23.63%▲ 3.84%▼ 1.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Snowflake
▲ 10.34%
6
Close
Nov 21, 2024
Axonics Modulation Technologies
▲ 24.79%
3
Close
Nov 14, 2024
Verastem
0%
▲ 28.04%
1
Open
Oct 18, 2024
Lithium Americas Corp.
0%
▲ 29.89%
1
Open
Oct 12, 2024
New Fortress Energy
0%
▼ 4.87%
1
Open
Oct 12, 2024
Nutrien
2.5%
▲ 13.10%
5
Buy
Sep 11, 2024
Roblox
1.05%
▲ 54.67%
5
Sell
Sep 11, 2024
Coterra Energy
1.61%
▲ 9.81%
4
Buy
Sep 11, 2024
uniQure
2.81%
▼ 4.79%
5
Buy
Sep 11, 2024
Newmont Mining
4.63%
▲ 13.90%
4
Sell
Sep 11, 2024
Verve Therapeutics
2.21%
▼ 52.40%
6
Buy
Sep 11, 2024
DraftKings
0%
▲ 13.94%
1
Open
Sep 11, 2024
NETSTREIT
0.17%
▼ 6.55%
1
Open
Sep 11, 2024
Harrow Health
0%
▲ 2.71%
1
Open
Aug 22, 2024
Nordstrom
0%
▲ 45.00%
5
Sell
Aug 15, 2024
ARS Pharmaceuticals
0.04%
▲ 170.74%
4
Sell
Aug 15, 2024
Rhythm Pharmaceuticals
2.52%
▲ 125.19%
8
Buy
May 29, 2024
Nkarta
1.17%
▲ 4.41%
6
Buy
May 29, 2024
Novagold Resources New
▼ 74.80%
3
Close
Apr 30, 2024
Energy Transfer
1.01%
▲ 135.96%
4
Buy
Apr 30, 2024