Charles' 2024 - New Portfolio
Portfolio Gain
1-Month Returnâ–¼15.47%
6-Month Returnâ–¼19.93%
12-Month Returnâ–¼29.96%
YTD Returnâ–¼14.13%
Total Returnâ–²52.11%
Best Trade
Bio
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 0.91%â–² 7.55%â–² 12.34%â–¼ 10.28%â–¼ 5.12%â–² 6.51%â–¼ 3.97%â–¼ 16.20%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
FXAIXFidelity 500 Index Fund | 0.93% | â–²7.30% | 38 | Buy | Oct 31, 2026 | |
VEIRXVanguard Equity Income Fund Admiral Shares | 0.65% | â–²5.53% | 19 | Buy | Oct 31, 2026 | |
FSSNXFidelity Small Cap Index Fund | 0.97% | â–²0.39% | 19 | Buy | Oct 31, 2026 | |
VXUSVanguard Total International Stock ETF | — | ▲2.71% | 5 | Close | Oct 30, 2026 | |
IBBQInvesco Nasdaq Biotechnology ETF | — | ▲4.94% | 3 | Close | Oct 30, 2026 | |
IRDOpus Genetics | 2.03% | â–²0.55% | 1 | Open | Oct 29, 2026 | |
COMDirexion Auspice Broad Commodity Strategy ETF | — | ▼3.21% | 2 | Close | Oct 28, 2026 | |
BMNRBitMine Immersion Technologies | 3.42% | â–¼18.68% | 5 | Buy | Oct 27, 2026 | |
MIDUDirexion Daily Mid Cap Bull 3x Shares | 2.47% | â–²1.22% | 2 | Buy | Oct 27, 2026 | |
BCRXBioCryst | 7.05% | â–²4.57% | 1 | Open | Oct 27, 2026 | |
UNPUnion Pacific | 5.91% | â–²19.30% | 4 | Buy | Oct 26, 2026 | |
AAAUGoldman Sachs Physical Gold ETF | — | ▼6.12% | 7 | Close | Oct 26, 2026 | |
NSCNorfolk Southern | — | ▲6.89% | 2 | Close | Oct 23, 2026 | |
IBITIShares Bitcoin Trust Registered | 3.48% | â–¼6.27% | 5 | Open | Oct 22, 2026 | |
SLViShares Silver Trust | 2.39% | â–¼21.46% | 5 | Sell | Oct 20, 2026 | |
COINCoinbase Global | 4.07% | â–¼12.98% | 7 | Buy | Oct 07, 2026 | |
ORealty Income | — | ▼13.16% | 3 | Close | Oct 07, 2026 | |
XRPBitwise XRP ETF | 5.8% | â–¼10.58% | 4 | Buy | Oct 07, 2026 | |
CEGConstellation Energy Corporation | 4.04% | â–¼12.42% | 1 | Open | Oct 07, 2026 | |
QQQInvesco QQQ Trust | — | ▲2.58% | 10 | Close | Oct 03, 2026 |