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Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #29,943 out of 818,989 TipRanks' Investors
Success Rate
53 out of 75
profitable transactions
profitable transactions
Average Return
74.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.37%
6-Month Return▲ 6.61%
12-Month Return▲ 15.80%
YTD Return▲ 15.75%
Total Return▲ 36.12%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 2.89%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.73%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 1.49%
Sep 2025
▼ 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%
▲ 27.91%▲ 2.30%▲ 2.89%
▲ 4.87%▲ 2.05%▲ 2.73%
▲ 9.23%▲ 2.67%▲ 1.49%
Recent Activity
Main Street Capital
0%
▲ 3.73%
1
Open
Aug 23, 2025
Phillips 66
0%
▲ 7.31%
1
Open
Aug 15, 2025
Fidelity High Dividend ETF
0%
▲ 2.96%
1
Open
Jul 27, 2025
Dynex Capital
0%
▼ 1.01%
1
Open
Jul 24, 2025
Chevron
4.36%
▲ 6.70%
2
Open
Jul 20, 2025
Hess
―
▲ 12.43%
2
Close
Jul 17, 2025
iShares Core Dividend Growth ETF
0%
▲ 4.69%
1
Open
Jul 07, 2025
Merck & Company
―
▼ 25.54%
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
―
▼ 7.79%
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%
▲ 13.87%
1
Open
May 19, 2025
Schlumberger
0%
▲ 2.00%
1
Open
Apr 19, 2025
United Airlines Holdings
―
▼ 24.54%
2
Close
Apr 01, 2025
RTX
0%
▲ 20.21%
1
Open
Apr 01, 2025