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Working with TipRanks
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Cb21 - New Portfolio
Charles Bryant III
Cb21Individual Investor
Ranked #148,734 out of 735,043 TipRanks' Investors
Success Rate
1138 out of 1935
profitable transactions
profitable transactions
Average Return
7.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 15.81%
6-Month Return▲ 2.91%
12-Month Return▲ 3.37%
YTD Return▼ 5.69%
Total Return▲ 44.65%
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
20.61%0-20.61%
▼ 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
▲ 5.05%
▲ 3.27%
▲ 5.38%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 20.61%
Apr 2024
▲ 11.18%
▲ 5.47%
▲ 6.06%
May 2024
▼ 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%
▲ 5.05%▲ 3.27%▲ 5.38%
▼ 12.40%▼ 4.03%▼ 20.61%
▲ 11.18%▲ 5.47%▲ 6.06%