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My Team - New Portfolio

Karl

My Team
Individual Investor
Ranked #329,576 out of 789,725 TipRanks' Investors
Success Rate
52%
191 out of 369
profitable transactions
Average Return
6.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.10%
6-Month Return▼ 4.04%
12-Month Return▼ 1.25%
YTD Return▼ 11.42%
Total Return▲ 35.29%

Best Trade

Opened at
Closed at-
Gain▲ 208.57%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 1.30%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.60%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 1.44%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.59%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.75%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 12.50%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.30%
▼ 13.14%▲ 2.34%▲ 3.53%
▲ 2.93%▲ 2.10%▲ 2.60%
▲ 10.01%▼ 0.89%▼ 1.44%
▲ 26.01%▲ 5.96%▲ 5.59%
▲ 5.96%▼ 2.41%▼ 2.75%
▲ 5.25%▲ 2.69%▲ 1.23%
▼ 12.86%▼ 1.27%▼ 12.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Berkshire Hathaway B
0%
▲ 2.88%
6
Open
Feb 27, 2025
UiPath
▼ 15.98%
3
Close
Feb 27, 2025
Natera
▼ 7.54%
2
Close
Feb 27, 2025
Cisco Systems
0%
▲ 0.47%
1
Open
Feb 27, 2025
Citigroup
0%
▲ 1.37%
1
Open
Feb 27, 2025
Schwab US Dividend Equity ETF
0%
▲ 1.31%
1
Open
Feb 27, 2025
Mosaic Co
0%
▼ 4.66%
1
Open
Feb 27, 2025
Tyson Foods
0%
▲ 1.41%
1
Open
Feb 27, 2025
Vanguard Value ETF
0%
▲ 1.39%
1
Open
Feb 27, 2025
American International Group
0%
▲ 4.08%
1
Open
Feb 27, 2025
Advanced Micro Devices
▼ 4.80%
9
Close
Feb 20, 2025
HASI
1.92%
▲ 8.63%
8
Buy
Feb 20, 2025
Arch Capital Group
▼ 3.34%
8
Close
Feb 20, 2025
Iron Mountain
▼ 18.82%
9
Close
Feb 20, 2025
Carlisle Companies
▼ 15.00%
7
Close
Feb 20, 2025
Strategy
▼ 21.47%
3
Close
Feb 20, 2025
IonQ
▼ 22.06%
3
Close
Feb 20, 2025
Micron
1.69%
▲ 0.30%
3
Buy
Feb 20, 2025
Ross Stores
▼ 9.34%
3
Close
Feb 20, 2025
Leidos Holdings
▼ 9.54%
2
Close
Feb 20, 2025