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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #130,590 out of 775,913 TipRanks' Investors
Success Rate
1211 out of 2052
profitable transactions
profitable transactions
Average Return
18.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 56.16%
6-Month Return▲ 196.94%
12-Month Return▲ 172.11%
YTD Return▲ 170.20%
Total Return▲ 314.27%
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
88.20%0-88.20%
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.72%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 36.56%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.90%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.91%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 88.20%
Nov 2024
▼ 5.24%
▼ 2.73%
▲ 13.61%
Dec 2024
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.72%
▲ 25.71%▲ 1.21%▲ 36.56%
▼ 4.22%▲ 2.34%▼ 3.58%
▲ 7.82%▲ 2.10%▲ 8.90%
▲ 5.38%▼ 0.89%▼ 2.91%
▲ 43.22%▲ 5.96%▲ 88.20%
▼ 5.24%▼ 2.73%▲ 13.61%
Recent Activity
Corning
―
▲ 51.05%
23
Close
Dec 15, 2024
SPDR S&P Homebuilders ETF
2.82%
▲ 50.40%
27
Buy
Dec 15, 2024
Republic Services
1.51%
▲ 7.70%
15
Buy
Dec 15, 2024
Medtronic
0%
▲ 1.04%
16
Sell
Dec 15, 2024
Conocophillips
3.37%
▼ 6.16%
19
Buy
Dec 15, 2024
Sysco
0.85%
▲ 6.90%
14
Buy
Dec 15, 2024
Essential Utilities
0%
▼ 8.44%
13
Sell
Dec 15, 2024
Abbott Laboratories
2.03%
▲ 0.29%
3
Buy
Dec 15, 2024
Waste Management
4.56%
▲ 40.20%
26
Buy
Dec 14, 2024
Utilities Select Sector SPDR Fund
2.03%
▲ 17.51%
20
Buy
Dec 14, 2024
Valero Energy
2.81%
▲ 20.99%
23
Buy
Dec 14, 2024
Alibaba
2.43%
▼ 26.63%
42
Buy
Nov 24, 2024
PepsiCo
5.2%
▼ 5.55%
22
Buy
Nov 24, 2024
Alphabet Class A
5.66%
▲ 24.41%
9
Buy
Nov 24, 2024
Royal Gold
0.2%
▲ 16.65%
9
Buy
Nov 24, 2024
GE Vernova Inc.
0%
▲ 34.45%
2
Sell
Nov 24, 2024
Evolv Technologies Holdings
0.13%
▲ 11.59%
15
Buy
Nov 17, 2024
Super Micro Computer
―
▼ 53.86%
3
Close
Nov 17, 2024
Broadcom
4.41%
▲ 29.53%
2
Buy
Nov 17, 2024
Walmart
3%
▲ 92.46%
20
Sell
Oct 22, 2024