Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #22,292 out of 859,217 TipRanks' Investors
Success Rate
61 out of 78
profitable transactions
profitable transactions
Average Return
74.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.05%
6-Month Return▲ 22.78%
12-Month Return▲ 38.27%
YTD Return▲ 14.90%
Total Return▲ 60.33%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.15%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.24%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.36%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 7.22%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 5.75%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 3.47%
Mar 2026
▲ 10.48%
▲ 6.78%
▼ 2.07%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.15%
▲ 10.96%▲ 2.38%▼ 1.24%
▼ 3.68%▲ 0.19%▲ 3.80%
▼ 0.10%▲ 0.08%▲ 0.36%
▲ 4.06%▲ 1.47%▲ 7.22%
▼ 1.12%▼ 0.86%▲ 5.75%
▲ 0.60%▼ 4.94%▲ 3.47%
▲ 10.48%▲ 6.78%▼ 2.07%
Recent Activity
NEOS S&P 500 High Income ETF
0.14%
▲ 4.30%
1
Open
Apr 03, 2026
Mach Natural Resources LP
0%
▲ 8.07%
1
Open
Oct 26, 2025
T-REX 2X Long Tesla Daily Target ETF
0%
▼ 41.57%
1
Open
Sep 22, 2025
Main Street Capital
0%
▼ 7.41%
1
Open
Aug 23, 2025
Phillips 66
0%
▲ 31.88%
1
Open
Aug 15, 2025
Fidelity High Dividend ETF
0%
▲ 9.51%
1
Open
Jul 27, 2025
Dynex Capital
0%
▲ 15.94%
1
Open
Jul 24, 2025
Chevron
5.56%
▲ 28.27%
2
Open
Jul 20, 2025
Hess
―
▲ 12.43%
2
Close
Jul 17, 2025
iShares Core Dividend Growth ETF
0%
▲ 13.53%
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
―
▼ 7.79%
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%
▲ 29.70%
1
Open
May 19, 2025