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Charles' 2024 - New Portfolio

Charles

Charles' 2024
Individual Investor
Ranked #58,566 out of 741,875 TipRanks' Investors
Success Rate
60%
49 out of 82
profitable transactions
Average Return
31.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.29%
6-Month Return-
12-Month Return-
YTD Return▲ 13.93%
Total Return▲ 13.93%

Best Trade

Opened at
Closed at-
Gain▲ 658.65%

Bio

Performance

14.08%0-14.08%
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 6.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.47%
May 2024
▼ 3.04%
▲ 3.58%
▼ 0.76%
Jun 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▲ 6.83%
▲ 11.46%▲ 5.06%▲ 7.47%
▼ 3.04%▲ 3.58%▼ 0.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
C3ai
▲ 20.52%
4
Close
Jun 21, 2024
Costco
▲ 14.83%
3
Close
Jun 21, 2024
Super Micro Computer
3.82%
▼ 0.73%
4
Buy
Jun 20, 2024
scPharmaceuticals
0.93%
▼ 1.22%
2
Buy
Jun 20, 2024
Applied Materials
▲ 4.28%
2
Close
Jun 19, 2024
ASML Holding
▼ 0.70%
2
Close
Jun 19, 2024
Perspective Therapeutics
4.45%
▲ 566.56%
9
Sell
Jun 18, 2024
CrowdStrike Holdings
0%
▼ 0.68%
3
Open
Jun 18, 2024
Cigna
▼ 3.71%
2
Close
Jun 18, 2024
Equinix
▲ 3.70%
4
Close
Jun 15, 2024
Stellantis
▼ 5.82%
2
Close
Jun 15, 2024
ARM Holdings PLC ADR
0%
▲ 0.01%
1
Open
Jun 15, 2024
Chipotle
9.02%
▼ 0.03%
2
Buy
Jun 14, 2024
Biomea Fusion
0.41%
▲ 6.00%
2
Buy
Jun 14, 2024
Novartis
▲ 3.84%
3
Close
Jun 13, 2024
Navitas Semiconductor
▲ 1.98%
2
Close
Jun 13, 2024
Snowflake
2.15%
▼ 0.22%
2
Buy
Jun 13, 2024
Fidelity U.S. Bond Index Fund
0.65%
▼ 0.10%
1
Open
Jun 13, 2024
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
2.51%
▼ 0.25%
1
Open
Jun 13, 2024
Fidelity 500 Index Fund
1.39%
▲ 0.61%
1
Open
Jun 13, 2024