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Cb21 - New Portfolio

Charles Bryant III

Cb21
Individual Investor
Ranked #140,931 out of 723,149 TipRanks' Investors
Success Rate
59%
1121 out of 1910
profitable transactions
Average Return
7.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.35%
6-Month Return▲ 16.64%
12-Month Return▲ 20.30%
YTD Return▲ 5.34%
Total Return▲ 61.79%

Best Trade

Opened at
Closed at-
Gain▲ 1154.66%

Bio

Lone Star Wealth Equity Strategies by Charles Bryant has produced a portfolio that supports new innovative ideas in tech and health, however the portfolio has a slight tilt toward dividend paying, high cash flow business and services companies.

Performance

14.08%0-14.08%
▼ 8.63%
▼ 1.63%
▼ 7.44%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 5.29%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.72%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.90%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.12%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.26%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.65%
Feb 2024
▲ 2.73%
▲ 2.43%
▼ 0.90%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 7.44%
▼ 4.52%▼ 4.74%▼ 5.29%
▼ 6.45%▼ 2.17%▼ 5.72%
▲ 9.22%▲ 9.13%▲ 9.90%
▲ 5.14%▲ 4.57%▲ 7.12%
▼ 1.87%▲ 1.59%▼ 1.26%
▲ 14.08%▲ 5.22%▲ 7.65%
▲ 2.73%▲ 2.43%▼ 0.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Taiwan Semiconductor Manufacturing
0.52%
▲ 62.43%
21
Sell
Mar 20, 2024
SPDR S&P Transportation ETF
0%
▲ 10.07%
31
Sell
Mar 20, 2024
Ameriprise Financial
0%
▲ 70.39%
22
Sell
Mar 20, 2024
iShares Biotechnology ETF
0%
▲ 5.19%
19
Sell
Mar 20, 2024
Invesco Ultra Short Duration ETF
0.76%
▲ 5.65%
15
Buy
Mar 20, 2024
SPDR S&P Software & Services ETF
0%
▲ 14.13%
25
Sell
Mar 20, 2024
Health Care Select Sector SPDR Fund
4.51%
▲ 18.05%
21
Buy
Mar 20, 2024
JPMorgan Chase & Co.
2.59%
▲ 46.26%
21
Buy
Mar 20, 2024
Blackstone Mortgage
0%
▼ 10.58%
15
Sell
Mar 20, 2024
Republic Services
1.02%
▲ 6.51%
10
Open
Mar 20, 2024
Microsoft
1.41%
▲ 49.45%
19
Buy
Mar 20, 2024
SPDR S&P BIOTECH ETF
3.26%
▲ 10.96%
19
Buy
Mar 20, 2024
Evolv Technologies Holdings
0.06%
▲ 7.47%
12
Buy
Mar 20, 2024
Crown Castle
4.83%
▼ 12.06%
22
Buy
Mar 20, 2024
Conocophillips
1.84%
▲ 24.67%
13
Buy
Mar 20, 2024
Deere
1.56%
▲ 7.68%
4
Open
Mar 20, 2024
Intuitive Surgical
0%
▲ 38.71%
12
Sell
Mar 20, 2024
Fidelity MSCI Consumer Discretionary Index ETF
0.31%
▲ 11.91%
2
Sell
Mar 20, 2024
Palo Alto Networks
1.29%
▼ 9.66%
5
Buy
Mar 20, 2024
Royal Gold
0.87%
▲ 10.10%
3
Buy
Mar 20, 2024