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Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #35,547 out of 804,211 TipRanks' Investors
Success Rate
44 out of 68
profitable transactions
profitable transactions
Average Return
63.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.83%
6-Month Return▲ 12.97%
12-Month Return▲ 12.56%
YTD Return▲ 9.31%
Total Return▲ 28.47%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.90%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 5.38%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.66%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.62%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 7.05%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 2.24%
May 2025
▲ 4.89%
▲ 1.38%
▲ 5.28%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.90%
▲ 5.10%▼ 2.41%▼ 5.38%
▲ 6.03%▲ 2.69%▲ 2.72%
▼ 12.86%▼ 1.27%▲ 3.66%
▼ 1.80%▼ 5.57%▲ 2.62%
▲ 1.83%▼ 0.87%▼ 7.05%
▲ 12.21%▲ 6.28%▲ 2.24%
▲ 4.89%▲ 1.38%▲ 5.28%
Recent Activity
Tuttle Capital Short Innovation ETF
―
▼ 65.69%
4
Close
Jun 10, 2025
Annaly Capital
0%
▼ 3.74%
1
Open
May 19, 2025
Schlumberger
0%
▲ 5.10%
1
Open
Apr 19, 2025
United Airlines Holdings
―
▼ 24.54%
2
Close
Apr 01, 2025
Eli Lilly & Co
0%
▼ 1.54%
1
Open
Apr 01, 2025
RTX
0%
▲ 12.34%
1
Open
Apr 01, 2025
Gladstone Capital
0%
▼ 7.34%
1
Open
Feb 03, 2025
TriplePoint Venture Growth
0%
▼ 6.67%
1
Open
Feb 02, 2025
Amazon
0%
▼ 9.62%
1
Open
Jan 31, 2025
Energy Transfer
0%
▼ 6.25%
1
Open
Jan 26, 2025
AbbVie
0%
▲ 7.64%
1
Open
Jan 14, 2025
Warner Bros
0%
▼ 28.61%
3
Sell
Dec 27, 2024
Williams Co
―
▲ 109.60%
2
Close
Nov 25, 2024
Intel
―
▼ 14.47%
3
Close
Oct 12, 2024
Shell
0%
▲ 4.39%
1
Open
Jul 20, 2024
Pioneer Natural
―
▲ 27.24%
2
Close
May 02, 2024
Plains All American
0%
▲ 11.15%
1
Open
Mar 25, 2024
Conocophillips
0%
▼ 12.83%
1
Open
Jan 08, 2024
Summit Midstream
0%
▲ 37.04%
1
Open
Oct 09, 2023
Africa Oil
0%
▼ 38.72%
1
Open
Sep 18, 2023