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Portfolio #1 - New Portfolio

PerformancePortfolio Details

Charles Shinn

Portfolio #1
Individual Investor
Ranked #154,289 out of 781,066 TipRanks' Investors
Success Rate
39%
82 out of 210
profitable transactions
Average Return
49.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.60%
6-Month Return▲ 32.29%
12-Month Return▲ 57.31%
YTD Return▲ 8.97%
Total Return▲ 235.33%

Best Trade

AssetTesla (TSLA)
Opened at
Closed at-
Gain▲ 3256.15%

Bio

Spec Stock Long Term

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.05%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.66%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.68%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 13.32%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 20.95%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 9.81%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 8.97%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.05%
▲ 8.13%▲ 1.21%▲ 4.66%
▼ 13.14%▲ 2.34%▼ 2.68%
▲ 2.93%▲ 2.10%▲ 13.32%
▲ 10.00%▼ 0.89%▲ 2.11%
▲ 26.04%▲ 5.96%▲ 20.95%
▲ 5.93%▼ 2.41%▼ 9.81%
▲ 11.17%▲ 1.96%▲ 8.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CPRI
Capri Holdings
0%
▲ 0.46%
1
Open
Jan 10, 2025
WOLF
Wolfspeed
4.21%
▲ 6.44%
1
Open
Jan 09, 2025
HYSR
SunHydrogen
―
▼ 78.71%
3
Close
Dec 29, 2024
QS
QuantumScape
―
▼ 89.90%
3
Close
Dec 29, 2024
MODG
Topgolf Callaway Brands
―
▼ 65.43%
2
Close
Dec 29, 2024
BRK.B
Berkshire Hathaway B
―
▲ 111.05%
3
Close
Dec 29, 2024
T
AT&T
―
▲ 30.02%
3
Close
Dec 29, 2024
CBAT
CBAK Energy Technology
―
▲ 1.89%
2
Close
Dec 29, 2024
CRSP
Crispr Therapeutics AG
2.71%
▼ 42.78%
3
Buy
Dec 29, 2024
FCEL
Fuelcell Energy
―
▼ 12.07%
5
Close
Dec 29, 2024
CVAC
CureVac
―
▼ 83.84%
2
Close
Dec 29, 2024
PLNH
Planet 13 Holdings
0.5%
▼ 68.90%
4
Buy
Dec 29, 2024
XFLS
Xfuels
―
▼ 53.26%
3
Close
Dec 29, 2024
CARA
Cara Therapeutics
―
▼ 85.16%
5
Close
Dec 29, 2024
SPRU
Spruce Power Holding
―
▼ 95.48%
4
Close
Dec 29, 2024
IDEXQ
Ideanomics
―
▼ 99.99%
3
Close
Dec 29, 2024
BMEA
Biomea Fusion
0%
▲ 2.45%
1
Open
Dec 29, 2024
VZIO
VIZIO Holding
―
▲ 52.97%
2
Close
Dec 02, 2024
SOFI
SoFi Technologies
0.55%
▲ 47.45%
1
Open
Oct 27, 2024
CALA
Calithera Bio
―
▼ 99.79%
2
Close
Apr 05, 2024