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Individual Brokerage -3003 - New Portfolio
Charis Roman
Individual Brokerage -3003Individual Investor
Ranked #334,036 out of 747,696 TipRanks' Investors
Success Rate
6 out of 19
profitable transactions
profitable transactions
Average Return
32.11%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.66%
6-Month Return▼ 11.30%
12-Month Return▼ 22.55%
YTD Return▼ 0.86%
Total Return▲ 52.78%
Best Trade
Bio
I'm a Realtor by day and Airbnb SuperHost also by day. In the early throes of the stock world. Hoping to learn from all of you.
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 7.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 7.85%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 3.97%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 7.85%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.10%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 3.89%
May 2024
▼ 2.25%
▲ 3.53%
▼ 9.40%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 4.12%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.65%
▼ 1.87%▲ 1.59%▲ 7.85%
▲ 14.08%▲ 5.22%▼ 3.97%
▲ 5.05%▲ 3.27%▲ 7.85%
▼ 12.40%▼ 4.03%▼ 2.10%
▲ 11.46%▲ 5.06%▼ 3.89%
▼ 2.25%▲ 3.53%▼ 9.40%
▲ 29.87%▲ 0.88%▲ 4.12%
Recent Activity
Green Plains Partners
―
▲ 164.73%
2
Close
Jan 08, 2024
Green Plains
4%
▼ 31.09%
1
Open
Jan 08, 2024
Surface Oncology
―
▼ 74.52%
2
Close
Sep 11, 2023
Coherus Biosciences
0.66%
▼ 66.34%
1
Open
Sep 11, 2023
Denny's
2.99%
▼ 35.20%
1
Open
Jun 12, 2020
Veru
1.91%
▼ 71.29%
1
Open
Jun 12, 2020
Anavex Life Sciences
11.73%
▲ 56.76%
1
Open
Jun 12, 2020
Bloomin' Brands
3.96%
▲ 85.10%
1
Open
Jun 12, 2020
Minerva Neurosciences
0.8%
▼ 88.16%
1
Open
Jun 12, 2020
Smith & Wesson Brands
7.57%
▲ 34.15%
1
Open
Jun 12, 2020
Opko Health
0.43%
▼ 41.13%
1
Open
Jun 12, 2020
Rocky Mountain Chocolate Factory
2.9%
▼ 62.43%
1
Open
Jun 12, 2020
Levi Strauss & Co
1.83%
▲ 44.99%
1
Open
Jun 12, 2020
Adial Pharmaceuticals
0.13%
▼ 97.14%
1
Open
Jun 12, 2020
Virgin Galactic Holdings
0.07%
▼ 53.04%
1
Open
Jun 12, 2020
Tecnoglass
26.1%
▲ 1,047.32%
1
Open
Jun 12, 2020
Zillow Group Class A
1%
▼ 11.98%
1
Open
Jun 12, 2020
Phunware
0.21%
▼ 91.02%
1
Open
Jun 12, 2020
Vroom
0.01%
▼ 99.73%
1
Open
Jun 12, 2020