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Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #34,580 out of 807,472 TipRanks' Investors
Success Rate
47 out of 69
profitable transactions
profitable transactions
Average Return
64.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.23%
6-Month Return▲ 7.73%
12-Month Return▲ 9.07%
YTD Return▲ 9.56%
Total Return▲ 28.77%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 7.05%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 2.24%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.86%
Jun 2025
▲ 2.60%
▲ 1.01%
▲ 1.59%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.38%
▲ 6.03%▲ 2.69%▲ 2.72%
▼ 12.86%▼ 1.27%▲ 3.66%
▼ 1.80%▼ 5.57%▲ 2.62%
▲ 1.84%▼ 0.87%▼ 7.05%
▲ 12.20%▲ 6.28%▲ 2.24%
▲ 6.24%▲ 5.14%▲ 3.86%
▲ 2.60%▲ 1.01%▲ 1.59%
Recent Activity
iShares Core Dividend Growth ETF
0%
▲ 0.15%
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
―
▼ 39.89%
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%
▲ 3.48%
1
Open
May 19, 2025
Schlumberger
0%
▲ 5.59%
1
Open
Apr 19, 2025
United Airlines Holdings
―
▼ 24.54%
2
Close
Apr 01, 2025
RTX
0%
▲ 10.60%
1
Open
Apr 01, 2025
Gladstone Capital
0%
▼ 2.21%
1
Open
Feb 03, 2025
Amazon
0%
▼ 6.37%
1
Open
Jan 31, 2025
Energy Transfer
0%
▼ 7.77%
1
Open
Jan 26, 2025
AbbVie
0%
▲ 10.62%
1
Open
Jan 14, 2025
Warner Bros
0%
▼ 22.47%
3
Sell
Dec 27, 2024
Williams Co
―
▲ 109.60%
2
Close
Nov 25, 2024