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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #82,795 out of 793,101 TipRanks' Investors
Success Rate
1307 out of 2089
profitable transactions
profitable transactions
Average Return
20.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 17.64%
6-Month Return▲ 114.89%
12-Month Return▲ 110.35%
YTD Return▲ 16.02%
Total Return▲ 241.57%
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%
▼ 13.14%
▲ 2.34%
▼ 10.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 14.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.17%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 47.00%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 15.11%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 14.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 13.59%
Feb 2025
▲ 7.47%
▼ 3.09%
▲ 17.77%
Mar 2025
▼ 13.14%▲ 2.34%▼ 10.32%
▲ 2.93%▲ 2.10%▲ 14.75%
▲ 10.00%▼ 0.89%▼ 0.17%
▲ 26.01%▲ 5.96%▲ 47.00%
▲ 5.34%▼ 2.41%▲ 15.11%
▲ 5.88%▲ 2.69%▲ 14.01%
▼ 12.86%▼ 1.27%▼ 13.59%
▲ 7.47%▼ 3.09%▲ 17.77%
Recent Activity
Health Care Select Sector SPDR Fund
3.67%
▲ 18.11%
24
Sell
Feb 23, 2025
Solventum Corporation
0%
▲ 7.19%
3
Sell
Feb 23, 2025
AbbVie
1.79%
▲ 13.50%
3
Sell
Feb 23, 2025
Ripple
0.09%
▲ 213.78%
9
Buy
Feb 10, 2025
Exxon Mobil
1.65%
▲ 39.24%
20
Buy
Feb 09, 2025
Alphabet Class A
2.87%
▲ 5.00%
12
Buy
Feb 09, 2025
Albemarle
1.66%
▼ 6.97%
2
Buy
Feb 09, 2025
Bank of America
0.28%
▼ 7.13%
1
Open
Feb 09, 2025
TSMC
0.39%
▲ 88.95%
26
Sell
Feb 03, 2025
Invesco Dynamic Semiconductors ETF
0.57%
▲ 31.79%
32
Sell
Feb 03, 2025
iShares U.S. Medical Devices ETF
0.43%
▲ 9.75%
29
Sell
Feb 03, 2025
Alibaba
4.8%
▲ 20.82%
44
Sell
Feb 03, 2025
Invesco Ultra Short Duration ETF
0.71%
▲ 10.48%
21
Buy
Feb 03, 2025
BlackRock Ultra Short-Term Bond ETF
0.87%
▲ 9.17%
13
Buy
Feb 03, 2025
JPMorgan Chase
0.5%
▲ 86.00%
26
Sell
Feb 03, 2025
Meta Platforms
0.53%
▲ 164.43%
27
Sell
Feb 03, 2025
Nvidia
0.38%
▲ 379.58%
25
Sell
Feb 03, 2025
SPDR S&P BIOTECH ETF
0.87%
▲ 3.61%
22
Sell
Feb 03, 2025
Goldman Sachs Group
2.32%
▲ 83.10%
22
Sell
Feb 03, 2025
Deere
0.86%
▲ 21.08%
9
Sell
Feb 03, 2025