Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #188,955 out of 764,634 TipRanks' Investors
Success Rate
52%
127 out of 244
profitable transactions
Average Return
17.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.06%
6-Month Return▲ 1.19%
12-Month Return▲ 18.25%
YTD Return▲ 1.74%
Total Return▲ 97.18%

Best Trade

Opened at
Closed at-
Gain▲ 1411.11%

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
▼ 4.21%
▲ 2.34%
▼ 2.36%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.27%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.34%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 1.57%
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%
▼ 4.21%▲ 2.34%▼ 2.36%
▲ 7.82%▲ 2.10%▼ 0.27%
▲ 6.02%▼ 0.89%▼ 0.34%
▼ 2.57%▲ 0.42%▲ 1.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verastem
0%
▲ 32.43%
1
Open
Oct 18, 2024
Lithium Americas Corp.
0%
▲ 51.96%
1
Open
Oct 12, 2024
New Fortress Energy
0%
▼ 17.10%
1
Open
Oct 12, 2024
Nutrien
2.69%
▲ 19.19%
5
Buy
Sep 11, 2024
Roblox
1.14%
▲ 54.43%
5
Sell
Sep 11, 2024
Snowflake
0.96%
▲ 2.34%
5
Buy
Sep 11, 2024
Coterra Energy
1.39%
▼ 7.82%
4
Buy
Sep 11, 2024
uniQure
2.93%
▼ 2.11%
5
Buy
Sep 11, 2024
Newmont Mining
5.03%
▲ 19.91%
4
Sell
Sep 11, 2024
Verve Therapeutics
2.96%
▼ 37.97%
6
Buy
Sep 11, 2024
DraftKings
0%
▼ 7.15%
1
Open
Sep 11, 2024
NETSTREIT
0.17%
▼ 10.64%
1
Open
Sep 11, 2024
Harrow Health
0%
▲ 10.46%
1
Open
Aug 22, 2024
Nordstrom
0%
▲ 47.02%
5
Sell
Aug 15, 2024
ARS Pharmaceuticals
0.04%
▲ 204.91%
4
Sell
Aug 15, 2024
Rhythm Pharmaceuticals
2.18%
▲ 85.93%
8
Buy
May 29, 2024
Nkarta
1.59%
▲ 33.23%
6
Buy
May 29, 2024
Novagold Resources New
▼ 74.80%
3
Close
Apr 30, 2024
Energy Transfer
0.91%
▲ 104.06%
4
Buy
Apr 30, 2024
Barrick Gold
1.16%
▲ 11.99%
4
Buy
Apr 30, 2024