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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #31,058 out of 748,626 TipRanks' Investors
Success Rate
61 out of 98
profitable transactions
profitable transactions
Average Return
41.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 17.63%
6-Month Return-
12-Month Return-
YTD Return▲ 32.68%
Total Return▲ 32.68%
Best Trade
Bio
Performance
24.77%0-24.77%
▲ 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
▼ 2.25%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 18.98%
Jul 2024
▲ 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%
▼ 2.25%▲ 3.53%▼ 2.87%
▲ 24.77%▼ 1.07%▲ 18.98%
Recent Activity
Perspective Therapeutics
10.18%
▲ 535.07%
11
Buy
Jul 24, 2024
scPharmaceuticals
3.2%
▲ 12.06%
4
Buy
Jul 24, 2024
Biomea Fusion
2.54%
▲ 6.75%
3
Buy
Jul 24, 2024
Recursion Pharmaceuticals
3.05%
▼ 5.01%
6
Open
Jul 23, 2024
Serve Robotics Inc
8.44%
▲ 220.42%
3
Buy
Jul 23, 2024
Blink Charging Co
2.15%
▼ 2.10%
1
Open
Jul 23, 2024
4D Molecular Therapeutics
2.31%
▲ 3.23%
1
Open
Jul 23, 2024
Broadcom
7.64%
▲ 3.38%
5
Sell
Jul 22, 2024
Nvidia
8.54%
▲ 17.67%
6
Sell
Jul 22, 2024
Taiwan Semiconductor Manufacturing
5.1%
▲ 5.05%
2
Sell
Jul 22, 2024
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
9.41%
▼ 2.58%
4
Buy
Jul 12, 2024
Structure Therapeutics, Inc. Sponsored ADR
3.26%
▼ 21.52%
3
Buy
Jul 11, 2024
Fidelity U.S. Bond Index Fund
1.53%
▼ 0.19%
2
Close
Jul 06, 2024
Fidelity 500 Index Fund
1.54%
▲ 1.90%
3
Close
Jul 06, 2024
Amazon
―
▲ 4.50%
2
Close
Jun 30, 2024
Microsoft
―
▲ 9.70%
2
Close
Jun 27, 2024
CrowdStrike Holdings
―
▼ 0.71%
4
Close
Jun 26, 2024
ARM Holdings PLC ADR
―
▲ 0.20%
2
Close
Jun 25, 2024
C3ai
―
▲ 20.52%
4
Close
Jun 21, 2024
Costco
―
▲ 14.83%
3
Close
Jun 21, 2024