My Team - New Portfolio

Karl

My Team
Individual Investor
Ranked #149,119 out of 757,311 TipRanks' Investors
Success Rate
59%
119 out of 202
profitable transactions
Average Return
9.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.01%
6-Month Return▲ 6.84%
12-Month Return▲ 43.54%
YTD Return▲ 20.67%
Total Return▲ 46.29%

Best Trade

Opened at
Closed at-
Gain▲ 180.02%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 14.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.19%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.30%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.44%
Jun 2024
▲ 25.76%
▲ 1.21%
▼ 1.30%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.53%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 0.54%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 14.20%
▲ 5.05%▲ 3.27%▲ 2.19%
▼ 12.40%▼ 4.03%▼ 7.30%
▲ 11.46%▲ 5.06%▲ 8.75%
▼ 2.25%▲ 3.53%▲ 3.44%
▲ 25.76%▲ 1.21%▼ 1.30%
▼ 4.21%▲ 2.34%▲ 3.53%
▲ 2.65%▼ 0.40%▼ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Carlisle Companies
0%
0.00%
1
Open
Sep 18, 2024
Eli Lilly & Co
18.75%
▲ 14.45%
6
Buy
Sep 10, 2024
MPLX
1.81%
▲ 3.04%
1
Open
Sep 10, 2024
Petroleo Brasileiro SA- Petrobras
1.6%
▲ 5.32%
10
Buy
Sep 08, 2024
Meta Platforms
6.87%
▲ 13.61%
5
Buy
Sep 08, 2024
IES Holdings
7.53%
▲ 1.68%
5
Buy
Sep 08, 2024
Super Micro Computer
2.99%
▼ 16.22%
6
Buy
Sep 08, 2024
Iron Mountain
4.68%
▲ 6.15%
3
Buy
Sep 08, 2024
AG Mortgage
1.08%
▲ 6.22%
2
Buy
Sep 08, 2024
Carlyle Group
2.43%
▲ 13.20%
2
Buy
Sep 08, 2024
REX AI Equity Premium Income ETF
0%
▲ 0.64%
1
Open
Aug 22, 2024
Technology Select Sector SPDR Fund
7.33%
▲ 16.77%
8
Buy
Aug 21, 2024
HASI
4.32%
▲ 42.13%
5
Buy
Aug 21, 2024
Kimbell Royalty Partners
0.3%
▼ 1.46%
11
Sell
Aug 20, 2024
Dorian LPG
0.97%
▼ 5.40%
2
Buy
Aug 15, 2024
Alphabet Class A
0%
▲ 10.80%
4
Open
Aug 12, 2024
Microsoft
5.39%
▲ 1.09%
7
Buy
Jul 26, 2024
GE Aerospace
3.31%
▲ 24.10%
4
Buy
Jul 26, 2024
Star Bulk Carriers
0.9%
▼ 12.33%
3
Buy
Jul 26, 2024
Shell
1.32%
▼ 4.59%
2
Buy
Jul 26, 2024