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Charles' 2024 - New Portfolio
Charles
Charles' 2024Individual Investor
Ranked #216,756 out of 740,493 TipRanks' Investors
Success Rate
43 out of 75
profitable transactions
profitable transactions
Average Return
3.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.30%
6-Month Return-
12-Month Return-
YTD Return▲ 16.60%
Total Return▲ 16.60%
Best Trade
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
▼ 5.22%
▲ 2.92%
▲ 1.56%
Jun 2024
▲ 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%
▼ 5.22%▲ 2.92%▲ 1.56%
Recent Activity
Equinix
―
▲ 3.98%
4
Close
Jun 15, 2024
Stellantis
―
▼ 7.38%
2
Close
Jun 15, 2024
ARM Holdings PLC ADR
0%
0.00%
1
Open
Jun 15, 2024
Chipotle
8.9%
▲ 3.75%
2
Buy
Jun 14, 2024
Biomea Fusion
0.42%
▲ 27.31%
2
Buy
Jun 14, 2024
Perspective Therapeutics
5.11%
▼ 29.31%
8
Sell
Jun 13, 2024
Novartis
―
▲ 3.84%
3
Close
Jun 13, 2024
Navitas Semiconductor
―
▲ 1.98%
2
Close
Jun 13, 2024
Snowflake
2.08%
▼ 0.71%
2
Buy
Jun 13, 2024
Fidelity U.S. Bond Index Fund
0.63%
▲ 0.10%
1
Open
Jun 13, 2024
BlackRock Mid-Cap Growth Equity Portfolio - Class K Shares
2.41%
▼ 1.01%
1
Open
Jun 13, 2024
Fidelity 500 Index Fund
1.34%
▼ 0.02%
1
Open
Jun 13, 2024
Broadcom
14.16%
▲ 26.09%
3
Buy
Jun 12, 2024
Nvidia
21.88%
▲ 38.21%
5
Buy
Jun 12, 2024
Advanced Micro Devices
―
▲ 2.86%
2
Close
Jun 12, 2024
Eli Lilly & Co
9.56%
▲ 11.18%
3
Buy
Jun 12, 2024
Novavax
1.04%
▼ 5.92%
2
Buy
Jun 12, 2024
Structure Therapeutics, Inc. Sponsored ADR
4.39%
▼ 8.30%
2
Buy
Jun 12, 2024
Vigil Neuroscience Inc
5.72%
▼ 4.34%
2
Buy
Jun 12, 2024
Vanguard International Dividend Appreciation ETF
―
▼ 0.30%
2
Close
Jun 12, 2024