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My Portfolio - New Portfolio

PerformancePortfolio Details

Chris Charron

My Portfolio
Individual Investor
Ranked #30,775 out of 788,370 TipRanks' Investors
Success Rate
73%
85 out of 117
profitable transactions
Average Return
30.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.80%
6-Month Return▲ 9.22%
12-Month Return▲ 20.55%
YTD Return▲ 3.27%
Total Return▲ 69.03%

Best Trade

AssetEli Lilly & Co (LLY)
Opened at
Closed at-
Gain▲ 335.66%

Bio

Its better than a savings account!

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 1.91%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.02%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.86%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.77%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.31%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.64%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.35%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.91%
▼ 13.14%▲ 2.34%▲ 2.14%
▲ 2.93%▲ 2.10%▲ 2.02%
▲ 9.99%▼ 0.89%▼ 2.86%
▲ 26.03%▲ 5.96%▲ 7.77%
▲ 5.97%▼ 2.41%▼ 3.31%
▲ 5.25%▲ 2.69%▲ 3.64%
▼ 9.08%▲ 1.42%▼ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RCL
Royal Caribbean
14.09%
▲ 115.46%
4
Buy
Feb 13, 2025
LLY
Eli Lilly & Co
4.71%
▲ 134.87%
6
Sell
Oct 10, 2024
RTX
RTX
4.8%
▲ 48.70%
7
Buy
Oct 10, 2024
MAR
Marriott International
2.97%
▲ 47.15%
4
Buy
Oct 10, 2024
MSFT
Microsoft
8.03%
▲ 52.15%
7
Buy
Oct 10, 2024
OTIS
Otis Worldwide
2.87%
▲ 25.23%
7
Buy
Oct 10, 2024
NEE
NextEra Energy
3.05%
▲ 6.31%
2
Buy
Oct 10, 2024
CARR
Carrier Global
1.14%
▲ 46.21%
6
Buy
Oct 09, 2024
FDX
FedEx
1.65%
▲ 4.79%
5
Buy
Oct 09, 2024
AAPL
Apple
4.36%
▲ 54.27%
5
Buy
Oct 09, 2024
IBM
International Business Machines
2.11%
▲ 88.26%
6
Buy
Oct 09, 2024
DIS
Walt Disney
4.38%
▼ 9.70%
2
Buy
Oct 09, 2024
AXP
American Express
2.67%
▲ 86.11%
5
Buy
Oct 09, 2024
F
Ford Motor
4.07%
▼ 0.46%
7
Buy
Oct 09, 2024
BP
BP
5.3%
▲ 35.19%
8
Buy
Oct 09, 2024
INTC
Intel
1.36%
▼ 20.23%
2
Buy
Oct 09, 2024
TSLA
Tesla
10.58%
▲ 33.80%
4
Sell
Jan 26, 2024
GOOGL
Alphabet Class A
14.07%
▲ 42.61%
3
Buy
Jan 26, 2024
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
―
▲ 1.28%
3
Close
Dec 21, 2023
XLF
Financial Select Sector SPDR Fund
1.3%
▲ 45.79%
3
Buy
Dec 21, 2023