tiprankstipranks

Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #98,572 out of 747,498 TipRanks' Investors
Success Rate
57%
132 out of 232
profitable transactions
Average Return
21.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.32%
6-Month Return▲ 10.60%
12-Month Return▲ 16.15%
YTD Return▲ 2.74%
Total Return▲ 99.12%

Best Trade

Opened at
Closed at-
Gain▲ 1321.69%

Bio

Growth and Value Model.

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 14.13%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 6.15%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 13.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 0.65%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.46%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.08%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 11.62%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 14.13%
▼ 1.87%▲ 1.59%▼ 6.15%
▲ 14.08%▲ 5.22%▲ 13.78%
▲ 5.05%▲ 3.27%▼ 0.65%
▼ 12.40%▼ 4.03%▼ 9.90%
▲ 11.46%▲ 5.06%▲ 1.46%
▼ 2.25%▲ 3.53%▼ 5.08%
▲ 29.87%▲ 0.88%▲ 11.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rhythm Pharmaceuticals
2.05%
▲ 88.05%
8
Buy
May 29, 2024
Nkarta
2.99%
▲ 159.36%
6
Buy
May 29, 2024
Novagold Resources New
▼ 74.80%
3
Close
Apr 30, 2024
Energy Transfer
0.84%
▲ 104.18%
4
Buy
Apr 30, 2024
Barrick Gold
1.04%
▲ 7.58%
4
Buy
Apr 30, 2024
Snowflake
▲ 3.65%
3
Close
Apr 30, 2024
Cara Therapeutics
1.89%
▼ 72.81%
7
Buy
Apr 30, 2024
Global Payments
1.55%
▼ 7.78%
2
Buy
Apr 30, 2024
Axonics Modulation Technologies
0.7%
▲ 19.06%
2
Buy
Apr 30, 2024
Qualcomm
0.8%
▲ 54.82%
5
Buy
Apr 30, 2024
Kratos Defense
1.1%
▲ 28.37%
2
Buy
Apr 30, 2024
Intellia Therapeutics
1.56%
▼ 5.87%
3
Buy
Apr 30, 2024
Acumen Pharmaceuticals
0.83%
▼ 15.01%
4
Buy
Apr 30, 2024
Beam Therapeutics
▼ 22.40%
3
Close
Apr 30, 2024
PepGen Inc.
2.18%
▲ 93.97%
6
Buy
Apr 30, 2024
Relay Therapeutics
1.36%
▲ 2.50%
4
Buy
Apr 30, 2024
Ultragenyx Pharmaceutical
0.91%
▼ 3.58%
3
Buy
Apr 30, 2024
Verve Therapeutics
1.85%
▼ 36.99%
5
Buy
Apr 30, 2024
Tellurian
▼ 42.23%
5
Close
Apr 30, 2024
Evolv Technologies Holdings
0.71%
▼ 21.15%
4
Buy
Apr 30, 2024