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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #108,272 out of 769,002 TipRanks' Investors
Success Rate
1268 out of 2039
profitable transactions
profitable transactions
Average Return
17.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 31.08%
6-Month Return▲ 85.07%
12-Month Return▲ 89.74%
YTD Return▲ 74.21%
Total Return▲ 167.21%
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
37.76%0-37.76%
▼ 12.40%
▼ 4.03%
▼ 20.61%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.72%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 36.56%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 8.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.84%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 37.76%
Nov 2024
▼ 12.40%▼ 4.03%▼ 20.61%
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.72%
▲ 25.72%▲ 1.21%▲ 36.56%
▼ 4.22%▲ 2.34%▼ 3.58%
▲ 7.82%▲ 2.10%▲ 8.90%
▲ 5.70%▼ 0.89%▼ 2.84%
▲ 21.94%▲ 3.81%▲ 37.76%
Recent Activity
Evolv Technologies Holdings
0.11%
▼ 22.86%
15
Buy
Nov 17, 2024
Super Micro Computer
―
▼ 53.86%
3
Close
Nov 17, 2024
Broadcom
3.41%
▼ 4.23%
2
Buy
Nov 17, 2024
Walmart
2.99%
▲ 81.51%
20
Sell
Oct 22, 2024
Waste Management
3.41%
▲ 50.50%
25
Sell
Oct 22, 2024
Invesco Dynamic Semiconductors ETF
1.53%
▲ 36.10%
31
Sell
Oct 22, 2024
Utilities Select Sector SPDR Fund
1.2%
▲ 24.27%
19
Sell
Oct 22, 2024
Alibaba
2.17%
▼ 23.23%
41
Buy
Oct 22, 2024
Caterpillar
2.16%
▲ 82.44%
29
Sell
Oct 22, 2024
Meta Platforms
0.87%
▲ 141.23%
26
Sell
Oct 22, 2024
Republic Services
1.32%
▲ 10.29%
13
Sell
Oct 22, 2024
Goldman Sachs Group
1.24%
▲ 89.15%
20
Sell
Oct 22, 2024
Deere
1.35%
▲ 8.75%
8
Sell
Oct 22, 2024
Essential Utilities
1.21%
▼ 1.94%
12
Sell
Oct 22, 2024
Palo Alto Networks
2.14%
▲ 29.25%
10
Sell
Oct 22, 2024
Apple
1.06%
▲ 27.84%
8
Sell
Oct 22, 2024
Waste Connections
1.75%
▲ 11.60%
5
Sell
Oct 22, 2024
Costco
1.1%
▲ 63.91%
15
Buy
Oct 19, 2024
Occidental Petroleum
3.17%
▼ 9.77%
11
Buy
Oct 19, 2024
Oklo Inc
0.02%
▲ 154.56%
2
Sell
Oct 19, 2024