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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #85,210 out of 824,099 TipRanks' Investors
Success Rate
1392 out of 2161
profitable transactions
profitable transactions
Average Return
35.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.94%
6-Month Return▲ 51.37%
12-Month Return▲ 172.88%
YTD Return▲ 61.70%
Total Return▲ 375.59%
Best Trade
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
16.67%0-16.67%
▼ 6.38%
▼ 5.57%
▲ 13.26%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.89%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.84%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 16.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.44%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.54%
Sep 2025
▲ 4.03%
▼ 0.27%
▲ 5.13%
Oct 2025
▼ 6.38%▼ 5.57%▲ 13.26%
▲ 0.80%▼ 0.87%▲ 4.89%
▲ 11.63%▲ 6.28%▲ 4.84%
▲ 9.25%▲ 5.14%▲ 5.13%
▲ 7.60%▲ 2.30%▲ 16.67%
▲ 2.76%▲ 2.05%▼ 1.44%
▲ 12.88%▲ 3.56%▲ 3.54%
▲ 4.03%▼ 0.27%▲ 5.13%
Recent Activity
Corning
0.13%
▲ 48.44%
24
Open
Oct 06, 2025
Verizon
0%
▲ 11.71%
32
Sell
Oct 06, 2025
JPMorgan Chase
0.67%
▲ 119.81%
27
Buy
Oct 06, 2025
Meta Platforms
1.11%
▲ 178.99%
33
Buy
Oct 06, 2025
Costco
2.17%
▲ 46.82%
20
Buy
Oct 06, 2025
Alphabet Class A
5.22%
▲ 53.19%
16
Buy
Oct 06, 2025
Goldman Sachs Group
1.7%
▲ 129.14%
24
Buy
Sep 15, 2025
Walmart
2.77%
▲ 114.37%
23
Buy
Sep 12, 2025
Waste Management
5%
▲ 44.88%
29
Buy
Sep 12, 2025
Health Care Select Sector SPDR Fund
5.17%
▲ 15.24%
26
Buy
Sep 12, 2025
Microsoft
1.32%
▲ 68.74%
25
Buy
Sep 12, 2025
SPDR S&P BIOTECH ETF
2.22%
▲ 26.29%
25
Buy
Sep 12, 2025
Valero Energy
1.71%
▲ 46.34%
26
Sell
Sep 12, 2025
Invesco NASDAQ 100 ETF
0%
▲ 59.90%
14
Sell
Sep 12, 2025
Royal Gold
0.05%
▲ 53.42%
16
Buy
Sep 12, 2025
ProShares S&P 500 Dividend Aristocrats ETF
0%
▲ 6.59%
7
Sell
Sep 12, 2025
GE Vernova Inc.
0%
▲ 90.80%
5
Sell
Sep 12, 2025
Oklo Inc
0.02%
▲ 1,885.30%
3
Sell
Sep 12, 2025
Vanguard FTSE Emerging Markets ETF
0.42%
▲ 2.21%
1
Open
Sep 12, 2025
Invesco Dynamic Semiconductors ETF
0.57%
▲ 81.53%
36
Sell
Aug 28, 2025