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Individual Brokerage -3003 - New Portfolio

Charis Roman

Individual Brokerage -3003
Individual Investor
Ranked #305,589 out of 737,690 TipRanks' Investors
Success Rate
32%
6 out of 19
profitable transactions
Average Return
31.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.67%
6-Month Return▲ 10.05%
12-Month Return▼ 2.91%
YTD Return▲ 5.10%
Total Return▲ 61.95%

Best Trade

Opened at
Closed at-
Gain▲ 1045.69%

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

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 9.22%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.69%
Nov 2023
▲ 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
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 9.22%
▲ 9.22%▲ 9.13%▲ 6.69%
▲ 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%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Green Plains Partners
▲ 164.73%
2
Close
Jan 08, 2024
Green Plains
4.17%
▼ 28.73%
1
Open
Jan 08, 2024
Surface Oncology
▼ 74.52%
2
Close
Sep 11, 2023
Coherus Biosciences
0.71%
▼ 63.96%
1
Open
Sep 11, 2023
Denny's
2.92%
▼ 37.18%
1
Open
Jun 12, 2020
Veru
2.02%
▼ 69.76%
1
Open
Jun 12, 2020
Anavex Life Sciences
8.12%
▲ 7.69%
1
Open
Jun 12, 2020
Bloomin' Brands
4.36%
▲ 102.47%
1
Open
Jun 12, 2020
Minerva Neurosciences
0.64%
▼ 90.65%
1
Open
Jun 12, 2020
Smith & Wesson Brands
8.38%
▲ 46.07%
1
Open
Jun 12, 2020
Opko Health
0.41%
▼ 44.76%
1
Open
Jun 12, 2020
Rocky Mountain Chocolate Factory
4.2%
▼ 46.05%
1
Open
Jun 12, 2020
Levi Strauss & Co
2.4%
▲ 88.37%
1
Open
Jun 12, 2020
Adial Pharmaceuticals
0.17%
▼ 96.08%
1
Open
Jun 12, 2020
Virgin Galactic Holdings
0.17%
▼ 94.24%
1
Open
Jun 12, 2020
Tecnoglass
26.3%
▲ 1,045.69%
1
Open
Jun 12, 2020
Zillow Group Class A
0.8%
▼ 29.50%
1
Open
Jun 12, 2020
Phunware
0.26%
▼ 88.81%
1
Open
Jun 12, 2020
Vroom
0.01%
▼ 99.69%
1
Open
Jun 12, 2020