Education
About Us
Working with TipRanks
Follow Us
Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #298,882 out of 826,007 TipRanks' Investors
Success Rate
188 out of 325
profitable transactions
profitable transactions
Average Return
10.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.41%
6-Month Return▲ 123.73%
12-Month Return▲ 67.77%
YTD Return▲ 92.07%
Total Return▲ 109.32%
Best Trade
Bio
Performance
65.25%0-65.25%
▼ 6.38%
▼ 5.57%
▼ 20.26%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 11.85%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 65.25%
May 2025
▲ 9.25%
▲ 5.14%
▲ 24.52%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 15.50%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.37%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 16.82%
Sep 2025
▲ 10.09%
▲ 2.05%
▲ 5.41%
Oct 2025
▼ 6.38%▼ 5.57%▼ 20.26%
▲ 0.80%▼ 0.87%▲ 11.85%
▲ 11.63%▲ 6.28%▲ 65.25%
▲ 9.25%▲ 5.14%▲ 24.52%
▲ 7.60%▲ 2.30%▲ 15.50%
▲ 2.76%▲ 2.05%▲ 7.37%
▲ 12.88%▲ 3.56%▼ 16.82%
▲ 10.09%▲ 2.05%▲ 5.41%
Recent Activity
ATAI Life Sciences
0.89%
▲ 22.46%
4
Sell
Oct 30, 2025
Goldman Sachs Physical Gold ETF
6.62%
0.00%
1
Open
Oct 30, 2025
aTyr Pharma
0.69%
▼ 73.62%
15
Sell
Oct 29, 2025
Vanguard Total Stock Market ETF
9.02%
▲ 0.54%
2
Buy
Oct 28, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
7.78%
▲ 1.95%
4
Buy
Oct 28, 2025
Vanguard Consumer Staples ETF
2.74%
▼ 2.30%
1
Open
Oct 28, 2025
Cybin
1.11%
▼ 17.59%
13
Sell
Oct 27, 2025
Tenaya Therapeutics
30.55%
▲ 15.47%
15
Buy
Oct 24, 2025
Vanguard Russell 2000 ETF
―
▲ 2.29%
2
Close
Oct 24, 2025
Pfizer
3.84%
▼ 0.53%
3
Open
Oct 16, 2025
SoundHound AI, Inc Class A
―
▲ 32.55%
17
Close
Oct 14, 2025
BigBearai Holdings
―
▲ 24.81%
7
Close
Oct 14, 2025
Voyager Therapeutics
3.49%
▲ 18.40%
9
Sell
Oct 14, 2025
Vera Therapeutics
―
▲ 16.72%
2
Close
Oct 14, 2025
Invesco NASDAQ 100 ETF
5.57%
▲ 4.67%
1
Open
Oct 14, 2025
Context Therapeutics
―
▲ 41.00%
2
Close
Oct 13, 2025
Global X MLP & Energy Infrastructure ETF
4.6%
▼ 2.00%
1
Open
Oct 13, 2025
Invesco QQQ Trust
―
▼ 3.93%
8
Close
Oct 09, 2025
Amazon
―
▲ 0.21%
5
Close
Oct 09, 2025
AtlasClear Holdings
1.77%
▼ 42.34%
2
Buy
Oct 09, 2025