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Charter’s Portfolio - New Portfolio

CharterHarrison

Charter’s Portfolio
Individual Investor
Ranked #125,338 out of 813,692 TipRanks' Investors
Success Rate
55%
189 out of 341
profitable transactions
Average Return
36.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.62%
6-Month Return▲ 31.18%
12-Month Return▲ 50.86%
YTD Return▲ 34.29%
Total Return▲ 180.77%

Best Trade

Opened at
Closed at-
Gain▲ 1864.70%

Bio

Growth and Value Model.

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 0.29%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.64%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 7.15%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 12.13%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 14.76%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 10.08%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 0.29%
▼ 12.86%▼ 1.27%▼ 2.88%
▼ 1.80%▼ 5.57%▼ 8.64%
▲ 1.84%▼ 0.87%▲ 7.15%
▲ 12.20%▲ 6.28%▼ 0.59%
▲ 6.24%▲ 5.14%▲ 12.13%
▲ 27.89%▲ 2.30%▲ 14.76%
▲ 8.10%▲ 1.80%▲ 10.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MBX Biosciences, Inc.
0%
▲ 30.68%
1
Open
Aug 09, 2025
Verve Therapeutics
▲ 22.41%
8
Close
Jul 24, 2025
Aldeyra Therapeutics
0.16%
▲ 99.56%
5
Sell
Jul 12, 2025
Alaska Air
1.06%
▼ 5.98%
4
Sell
Jul 12, 2025
Rhythm Pharmaceuticals
1.81%
▲ 270.30%
9
Sell
Jul 12, 2025
Roblox
1.74%
▲ 216.47%
8
Sell
Jul 12, 2025
Kratos Defense
0.76%
▲ 319.32%
3
Sell
Jul 12, 2025
Lexeo Therapeutics, Inc.
0.03%
▲ 16.87%
3
Open
Jul 12, 2025
uniQure
1.5%
▲ 170.27%
7
Sell
Jul 12, 2025
MacroGenics
▼ 57.40%
5
Close
Jul 12, 2025
PepGen Inc.
▼ 72.37%
8
Close
Jul 12, 2025
Albemarle
3.34%
▲ 9.85%
5
Buy
Jul 12, 2025
Vizsla Silver
0.51%
▲ 135.52%
3
Sell
Jul 12, 2025
Vor Biopharma
0.08%
▲ 355.84%
3
Open
Jul 12, 2025
Anglogold Ashanti PLC
0.2%
▲ 10.02%
2
Buy
Jul 12, 2025
Bitcoin
2.18%
▲ 5.81%
2
Buy
Jul 12, 2025
AeroVironment
0.46%
▼ 6.92%
1
Open
Jul 12, 2025
Bicara Therapeutics Inc.
0.34%
▲ 14.34%
1
Open
Jul 12, 2025
Crinetics Pharmaceuticals
0.34%
▼ 6.97%
1
Open
Jul 12, 2025
Phathom Pharmaceuticals
0.34%
▲ 13.02%
1
Open
Jul 12, 2025