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Value - New Portfolio
Karl
ValueIndividual Investor
Ranked #100,439 out of 795,507 TipRanks' Investors
Success Rate
33 out of 66
profitable transactions
profitable transactions
Average Return
37.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.23%
6-Month Return▼ 5.28%
12-Month Return▲ 1.62%
YTD Return▼ 1.23%
Total Return▲ 16.10%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▼ 0.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.27%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.90%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 5.37%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.62%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 9.64%
Apr 2025
▲ 2.92%▲ 2.10%▼ 0.93%
▲ 10.00%▼ 0.89%▲ 0.27%
▲ 25.98%▲ 5.96%▲ 4.90%
▲ 5.34%▼ 2.41%▼ 5.37%
▲ 5.99%▲ 2.69%▲ 2.78%
▼ 12.86%▼ 1.27%▲ 3.64%
▼ 1.80%▼ 5.57%▲ 2.62%
▼ 12.15%▼ 4.55%▼ 9.64%
Recent Activity
United Airlines Holdings
―
▼ 24.54%
2
Close
Apr 01, 2025
Eli Lilly & Co
0%
▼ 9.04%
1
Open
Apr 01, 2025
RTX
0%
▼ 3.46%
1
Open
Apr 01, 2025
Gladstone Capital
0%
▼ 17.06%
1
Open
Feb 03, 2025
TriplePoint Venture Growth
0%
▼ 22.45%
1
Open
Feb 02, 2025
Amazon
0%
▼ 22.22%
1
Open
Jan 31, 2025
Energy Transfer
0%
▼ 16.23%
1
Open
Jan 26, 2025
AbbVie
0%
▲ 0.66%
1
Open
Jan 14, 2025
Warner Bros
0%
▼ 46.22%
3
Sell
Dec 27, 2024
Williams Co
―
▲ 109.60%
2
Close
Nov 25, 2024
Intel
―
▼ 14.47%
3
Close
Oct 12, 2024
Shell
0%
▼ 11.34%
1
Open
Jul 20, 2024
Pioneer Natural
―
▲ 27.24%
2
Close
May 02, 2024
Plains All American
0%
▲ 5.13%
1
Open
Mar 25, 2024
Conocophillips
0%
▼ 21.81%
1
Open
Jan 08, 2024
Summit Midstream
0%
▲ 37.41%
1
Open
Oct 09, 2023
Africa Oil
0%
▼ 43.99%
1
Open
Sep 18, 2023
Oneok
0%
▲ 33.48%
1
Open
Aug 01, 2023
Valero Energy
0%
▼ 6.29%
1
Open
Jul 25, 2023
Suncor Energy
0%
▲ 25.91%
1
Open
Jul 17, 2023