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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #110,968 out of 781,107 TipRanks' Investors
Success Rate
1274 out of 2080
profitable transactions
profitable transactions
Average Return
19.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.94%
6-Month Return▲ 93.90%
12-Month Return▲ 120.58%
YTD Return▲ 12.13%
Total Return▲ 229.50%
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%
▲ 9.79%
▲ 3.53%
▲ 3.07%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 9.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 10.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 14.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.14%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 47.00%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 14.85%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 12.13%
Jan 2025
▲ 9.79%▲ 3.53%▲ 3.07%
▲ 8.13%▲ 1.21%▲ 9.73%
▼ 13.14%▲ 2.34%▼ 10.32%
▲ 2.93%▲ 2.10%▲ 14.75%
▲ 10.00%▼ 0.89%▼ 0.14%
▲ 26.04%▲ 5.96%▲ 47.00%
▲ 5.93%▼ 2.41%▲ 14.85%
▲ 6.90%▲ 1.96%▲ 12.13%
Recent Activity
Ripple
0.04%
▲ 392.89%
7
Buy
Jan 17, 2025
TSMC
0.81%
▲ 115.28%
25
Buy
Jan 16, 2025
Tesla
―
▲ 232.75%
32
Close
Jan 16, 2025
Walmart
2.53%
▲ 86.78%
22
Buy
Jan 16, 2025
iShares U.S. Medical Devices ETF
0.86%
▲ 11.92%
28
Sell
Jan 16, 2025
Caterpillar
3.69%
▲ 80.44%
30
Buy
Jan 16, 2025
Palantir Technologies
0.68%
▲ 342.14%
30
Buy
Jan 16, 2025
SPDR S&P Homebuilders ETF
3.58%
▲ 54.46%
28
Buy
Jan 16, 2025
Exxon Mobil
1.03%
▲ 36.19%
19
Buy
Jan 16, 2025
PepsiCo
5.5%
▼ 7.92%
23
Buy
Jan 16, 2025
Evolv Technologies Holdings
0.11%
▼ 5.41%
16
Buy
Jan 16, 2025
Goldman Sachs Group
2.58%
▲ 96.59%
21
Buy
Jan 16, 2025
American Tower
―
▲ 2.13%
16
Close
Jan 16, 2025
Crown Castle
4.64%
▼ 17.96%
26
Buy
Jan 16, 2025
SPDR S&P Telecom ETF
―
▲ 36.46%
18
Close
Jan 16, 2025
Costco
1.23%
▲ 57.20%
17
Buy
Jan 16, 2025
Essential Utilities
―
▼ 11.51%
14
Close
Jan 16, 2025
Starbucks
0.42%
▲ 2.74%
12
Sell
Jan 16, 2025
Walt Disney
2.68%
▲ 12.44%
12
Sell
Jan 16, 2025
Alphabet Class A
6.11%
▲ 24.53%
10
Buy
Jan 16, 2025