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Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #36,566 out of 852,569 TipRanks' Investors
Success Rate
54 out of 77
profitable transactions
profitable transactions
Average Return
71.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.84%
6-Month Return▲ 16.76%
12-Month Return▲ 23.93%
YTD Return▲ 8.74%
Total Return▲ 51.64%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 2.89%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.73%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.15%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.24%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 3.79%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.30%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.22%
Jan 2026
▼ 5.01%
▼ 2.07%
▲ 1.42%
Feb 2026
▲ 7.60%▲ 2.30%▲ 2.89%
▲ 2.76%▲ 2.05%▲ 2.73%
▲ 12.88%▲ 3.56%▲ 1.15%
▲ 10.96%▲ 2.38%▼ 1.24%
▼ 3.58%▲ 0.19%▲ 3.79%
▼ 0.10%▲ 0.08%▲ 0.30%
▲ 4.06%▲ 1.47%▲ 7.22%
▼ 5.01%▼ 2.07%▲ 1.42%
Recent Activity
Mach Natural Resources LP
0%
▼ 1.50%
1
Open
Oct 26, 2025
T-REX 2X Long Tesla Daily Target ETF
0%
▼ 23.18%
1
Open
Sep 22, 2025
Main Street Capital
0%
▼ 1.12%
1
Open
Aug 23, 2025
Phillips 66
0%
▲ 26.38%
1
Open
Aug 15, 2025
Fidelity High Dividend ETF
0%
▲ 10.71%
1
Open
Jul 27, 2025
Dynex Capital
0%
▲ 20.14%
1
Open
Jul 24, 2025
Chevron
5.34%
▲ 23.10%
2
Open
Jul 20, 2025
Hess
―
▲ 12.43%
2
Close
Jul 17, 2025
iShares Core Dividend Growth ETF
0%
▲ 14.11%
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
Meren Energy
―
▼ 39.91%
2
Close
Jun 22, 2025
Conocophillips
―
▼ 16.29%
2
Close
Jun 22, 2025
TriplePoint Venture Growth
―
▼ 7.77%
2
Close
Jun 22, 2025
Eli Lilly & Co
―
▼ 4.10%
2
Close
Jun 22, 2025
Tradr 1X Short Innovation Daily ETF
―
▼ 65.69%
4
Close
Jun 10, 2025
Annaly Capital
0%
▲ 25.14%
1
Open
May 19, 2025
Schlumberger
0%
▲ 51.96%
1
Open
Apr 19, 2025