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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #67,147 out of 821,028 TipRanks' Investors
Success Rate
60%
221 out of 367
profitable transactions
Average Return
55.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 17.45%
6-Month Return▲ 88.87%
12-Month Return▲ 72.96%
YTD Return▲ 57.07%
Total Return▲ 228.39%

Best Trade

Opened at
Closed at-
Gain▲ 2630.82%

Bio

Growth and Value Model.

Performance

22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 8.64%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 7.15%
Apr 2025
▲ 7.77%
▲ 6.28%
▼ 0.59%
May 2025
▲ 2.59%
▲ 5.14%
▲ 12.13%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 14.75%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 7.52%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 18.85%
Sep 2025
▲ 1.44%
▲ 0.34%
▲ 0.75%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 15.60%▼ 5.57%▼ 8.64%
▼ 3.50%▼ 0.87%▲ 7.15%
▲ 7.77%▲ 6.28%▼ 0.59%
▲ 2.59%▲ 5.14%▲ 12.13%
▲ 22.60%▲ 2.30%▲ 14.75%
▼ 1.95%▲ 2.05%▲ 7.52%
▲ 6.01%▲ 3.56%▲ 18.85%
▲ 1.44%▲ 0.34%▲ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Caesars Entertainment
2.12%
▼ 13.60%
6
Buy
Sep 30, 2025
Nkarta
1.73%
▼ 5.44%
9
Buy
Sep 30, 2025
DraftKings
1.84%
▼ 8.58%
5
Buy
Sep 30, 2025
Schlumberger
1.35%
▼ 3.64%
4
Buy
Sep 30, 2025
Pulmonx
0.11%
▼ 39.45%
3
Sell
Sep 30, 2025
Trevi Therapeutics
0.63%
▲ 38.27%
3
Buy
Sep 30, 2025
Viking Therapeutics
5.5%
▼ 2.17%
3
Buy
Sep 30, 2025
MBX Biosciences, Inc.
0.88%
▲ 27.66%
4
Buy
Sep 30, 2025
Aldeyra Therapeutics
0%
▲ 94.01%
6
Sell
Sep 03, 2025
Lexeo Therapeutics, Inc.
0.19%
▲ 37.32%
4
Buy
Sep 03, 2025
Relay Therapeutics
0%
▼ 5.22%
7
Sell
Sep 03, 2025
Seadrill Limited
0%
▲ 41.28%
4
Sell
Sep 03, 2025
Snowflake
0.63%
▲ 23.32%
9
Buy
Aug 27, 2025
Intellia Therapeutics
4.3%
▲ 30.52%
5
Buy
Aug 27, 2025
Acumen Pharmaceuticals
1.21%
▼ 8.21%
7
Buy
Aug 27, 2025
Ultragenyx Pharmaceutical
3.99%
▼ 24.11%
4
Buy
Aug 27, 2025
ASML Holding
1.36%
▲ 36.34%
4
Buy
Aug 27, 2025
Replimune Group
0.24%
▼ 44.13%
4
Buy
Aug 27, 2025
AdvanSix
1.02%
▼ 18.83%
5
Buy
Aug 27, 2025
Vor Biopharma
0.14%
▲ 237.04%
4
Buy
Aug 27, 2025