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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #89,661 out of 788,370 TipRanks' Investors
Success Rate
1312 out of 2089
profitable transactions
profitable transactions
Average Return
22.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 12.27%
6-Month Return▲ 91.40%
12-Month Return▲ 91.89%
YTD Return▼ 0.89%
Total Return▲ 191.30%
Best Trade
Bio
Lone Star Wealth Equity Strategies by Charles Bryant has produced a portfolio that supports new innovative ideas in tech and health, however the portfolio has a slight tilt toward dividend paying, high cash flow business and services companies.
Performance
47.00%0-47.00%
▲ 8.13%
▲ 1.21%
▲ 9.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 10.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 14.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 47.00%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 14.91%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 13.98%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 13.05%
Feb 2025
▲ 8.13%▲ 1.21%▲ 9.73%
▼ 13.14%▲ 2.34%▼ 10.32%
▲ 2.93%▲ 2.10%▲ 14.75%
▲ 9.99%▼ 0.89%▼ 0.17%
▲ 26.03%▲ 5.96%▲ 47.00%
▲ 5.97%▼ 2.41%▲ 14.91%
▲ 5.25%▲ 2.69%▲ 13.98%
▼ 9.08%▲ 1.42%▼ 13.05%
Recent Activity
AbbVie
3.03%
▲ 9.65%
2
Buy
Feb 17, 2025
Ripple
0.09%
▲ 222.79%
9
Buy
Feb 10, 2025
Exxon Mobil
1.51%
▲ 33.09%
20
Buy
Feb 09, 2025
Alphabet Class A
2.94%
▲ 12.37%
12
Buy
Feb 09, 2025
Albemarle
1.66%
▼ 3.14%
2
Buy
Feb 09, 2025
Bank of America
0.28%
▼ 3.99%
1
Open
Feb 09, 2025
TSMC
0.41%
▲ 103.56%
26
Sell
Feb 03, 2025
Invesco Dynamic Semiconductors ETF
0.61%
▲ 47.56%
32
Sell
Feb 03, 2025
iShares U.S. Medical Devices ETF
0.44%
▲ 15.99%
29
Sell
Feb 03, 2025
Alibaba
4.9%
▲ 29.14%
44
Sell
Feb 03, 2025
Invesco Ultra Short Duration ETF
0.69%
▲ 9.63%
21
Buy
Feb 03, 2025
BlackRock Ultra Short-Term Bond ETF
0.83%
▲ 8.80%
13
Buy
Feb 03, 2025
JPMorgan Chase & Co.
0.5%
▲ 98.14%
26
Sell
Feb 03, 2025
Meta Platforms
0.56%
▲ 191.81%
27
Sell
Feb 03, 2025
Nvidia
0.4%
▲ 430.96%
25
Sell
Feb 03, 2025
SPDR S&P BIOTECH ETF
0.86%
▲ 6.97%
22
Sell
Feb 03, 2025
Goldman Sachs Group
2.39%
▲ 96.48%
22
Sell
Feb 03, 2025
Deere
0.84%
▲ 22.70%
9
Sell
Feb 03, 2025
Starbucks
0.3%
▲ 21.34%
13
Sell
Feb 03, 2025
Invesco NASDAQ 100 ETF
0.52%
▲ 38.72%
11
Sell
Feb 03, 2025