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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #119,330 out of 747,498 TipRanks' Investors
Success Rate
1209 out of 1989
profitable transactions
profitable transactions
Average Return
10.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 36.96%
6-Month Return▲ 31.51%
12-Month Return▲ 23.35%
YTD Return▲ 24.39%
Total Return▲ 90.80%
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
37.04%0-37.04%
▲ 5.14%
▲ 4.57%
▲ 7.12%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.26%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.65%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 20.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.72%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 37.04%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.12%
▼ 1.87%▲ 1.59%▼ 1.26%
▲ 14.08%▲ 5.22%▲ 7.65%
▲ 5.05%▲ 3.27%▲ 5.38%
▼ 12.40%▼ 4.03%▼ 20.61%
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.72%
▲ 25.65%▲ 0.88%▲ 37.04%
Recent Activity
Corning
0.22%
▲ 37.17%
21
Sell
Jul 16, 2024
Prologis
1.78%
▲ 12.50%
32
Sell
Jul 16, 2024
Tesla
2.65%
▲ 92.34%
27
Sell
Jul 16, 2024
Walmart
2.19%
▲ 50.27%
18
Buy
Jul 16, 2024
Invesco Dynamic Semiconductors ETF
1.5%
▲ 49.77%
28
Buy
Jul 16, 2024
PNC Financial
0%
▲ 22.59%
25
Sell
Jul 16, 2024
Invesco S&P 500 Equal Weight Industrials ETF
0%
▲ 34.97%
17
Sell
Jul 16, 2024
Alibaba
1.64%
▼ 33.62%
40
Sell
Jul 16, 2024
Invesco Ultra Short Duration ETF
0.6%
▲ 7.12%
18
Sell
Jul 16, 2024
Palantir Technologies
0.3%
▲ 86.46%
24
Buy
Jul 16, 2024
PepsiCo
5%
▲ 3.02%
21
Buy
Jul 16, 2024
iShares Russell 2000 ETF
0.93%
▲ 17.79%
20
Sell
Jul 16, 2024
Medtronic
1.07%
▼ 1.81%
14
Buy
Jul 16, 2024
Goldman Sachs Group
1.03%
▲ 56.70%
18
Sell
Jul 16, 2024
American Tower
1.19%
▲ 11.12%
14
Sell
Jul 16, 2024
SPDR S&P Telecom ETF
2.34%
▲ 3.08%
14
Sell
Jul 16, 2024
Conocophillips
1.51%
▲ 11.02%
16
Buy
Jul 16, 2024
Valero Energy
1.37%
▲ 43.62%
19
Buy
Jul 16, 2024
American Water
0%
▲ 6.00%
12
Sell
Jul 16, 2024
Invesco S&P 500 Equal Weight Energy ETF
1.33%
▲ 15.80%
11
Buy
Jul 16, 2024