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Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #33,644 out of 815,638 TipRanks' Investors
Success Rate
52 out of 75
profitable transactions
profitable transactions
Average Return
66.10%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.93%
6-Month Return▲ 6.02%
12-Month Return▲ 12.32%
YTD Return▲ 12.87%
Total Return▲ 32.73%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 2.70%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.67%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.62%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 7.05%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.31%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.86%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 2.89%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 1.67%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.70%
▼ 12.86%▼ 1.27%▲ 3.67%
▼ 1.80%▼ 5.57%▲ 2.62%
▲ 1.84%▼ 0.87%▼ 7.05%
▲ 12.20%▲ 6.28%▲ 2.31%
▲ 6.24%▲ 5.14%▲ 3.86%
▲ 27.88%▲ 2.30%▲ 2.89%
▲ 6.52%▲ 2.30%▲ 1.67%
Recent Activity
Main Street Capital
0%
▲ 1.14%
1
Open
Aug 23, 2025
Phillips 66
0%
▲ 8.35%
1
Open
Aug 15, 2025
Fidelity High Dividend ETF
0%
▲ 2.32%
1
Open
Jul 27, 2025
Dynex Capital
0%
▼ 0.05%
1
Open
Jul 24, 2025
Chevron
4.6%
▲ 6.97%
2
Open
Jul 20, 2025
Hess
―
▲ 12.43%
2
Close
Jul 17, 2025
iShares Core Dividend Growth ETF
0%
▲ 3.30%
1
Open
Jul 07, 2025
Merck & Company
―
▼ 25.53%
2
Close
Jun 22, 2025
Devon Energy
―
▼ 29.53%
3
Close
Jun 22, 2025
Civitas Resources
―
▼ 45.54%
2
Close
Jun 22, 2025
Rio Tinto
―
▲ 1.84%
2
Close
Jun 22, 2025
Africa Oil
―
▼ 39.91%
2
Close
Jun 22, 2025
Conocophillips
―
▼ 16.29%
2
Close
Jun 22, 2025
TriplePoint Venture Growth
―
▼ 7.78%
2
Close
Jun 22, 2025
Eli Lilly & Co
―
▼ 4.10%
2
Close
Jun 22, 2025
Tuttle Capital Short Innovation ETF
―
▼ 65.69%
4
Close
Jun 10, 2025
Annaly Capital
0%
▲ 10.04%
1
Open
May 19, 2025
Schlumberger
0%
▲ 4.81%
1
Open
Apr 19, 2025
United Airlines Holdings
―
▼ 24.54%
2
Close
Apr 01, 2025
RTX
0%
▲ 21.46%
1
Open
Apr 01, 2025