Education
About Us
Working with TipRanks
Follow Us
Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #38,887 out of 828,391 TipRanks' Investors
Success Rate
51 out of 77
profitable transactions
profitable transactions
Average Return
72.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.93%
6-Month Return▲ 10.96%
12-Month Return▲ 12.23%
YTD Return▲ 17.17%
Total Return▲ 37.79%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 7.05%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 2.31%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.86%
Jun 2025
▲ 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
▼ 4.74%
▼ 1.47%
▲ 2.83%
Nov 2025
▲ 0.80%▼ 0.87%▼ 7.05%
▲ 11.64%▲ 6.28%▲ 2.31%
▲ 9.25%▲ 5.14%▲ 3.86%
▲ 7.60%▲ 2.30%▲ 2.89%
▲ 2.76%▲ 2.05%▲ 2.73%
▲ 12.88%▲ 3.56%▲ 1.15%
▲ 10.96%▲ 2.38%▼ 1.24%
▼ 4.74%▼ 1.47%▲ 2.83%
Recent Activity
Mach Natural Resources LP
0%
▼ 3.37%
1
Open
Oct 26, 2025
T-REX 2X Long Tesla Daily Target ETF
0%
▼ 19.44%
1
Open
Sep 22, 2025
Main Street Capital
0%
▼ 7.15%
1
Open
Aug 23, 2025
Phillips 66
0%
▲ 13.97%
1
Open
Aug 15, 2025
Fidelity High Dividend ETF
0%
▲ 4.60%
1
Open
Jul 27, 2025
Dynex Capital
0%
▲ 11.70%
1
Open
Jul 24, 2025
Chevron
4.35%
▲ 5.88%
2
Open
Jul 20, 2025
Hess
―
▲ 12.43%
2
Close
Jul 17, 2025
iShares Core Dividend Growth ETF
0%
▲ 6.20%
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
Meren Energy
―
▼ 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%
▲ 17.54%
1
Open
May 19, 2025
Schlumberger
0%
▲ 8.46%
1
Open
Apr 19, 2025