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Kale Portfolio Oct 2024 - New Portfolio

Sharon Marie

Kale Portfolio Oct 2024
Individual Investor
Ranked #125,653 out of 829,443 TipRanks' Investors
Success Rate
73%
48 out of 66
profitable transactions
Average Return
14.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.70%
6-Month Return▲ 27.62%
12-Month Return▲ 25.00%
YTD Return▲ 33.19%
Total Return▲ 40.97%

Best Trade

Opened at
Closed at
Gain▲ 155.00%

Bio

Performance

14.71%0-14.71%
▲ 0.80%
▼ 0.87%
▲ 4.05%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.87%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.61%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.89%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.17%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 14.71%
Oct 2025
▼ 8.98%
▼ 3.38%
▼ 7.84%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 4.05%
▲ 11.63%▲ 6.28%▲ 7.87%
▲ 9.25%▲ 5.14%▲ 9.13%
▲ 7.60%▲ 2.30%▲ 7.61%
▲ 2.76%▲ 2.05%▲ 0.89%
▲ 12.88%▲ 3.56%▲ 1.17%
▲ 10.96%▲ 2.38%▲ 14.71%
▼ 8.98%▼ 3.38%▼ 7.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
▲ 8.54%
6
Close
Nov 16, 2025
Uranium Energy
▼ 10.43%
2
Close
Nov 13, 2025
Advanced Micro Devices
▲ 84.29%
4
Close
Nov 10, 2025
Primoris Services
5.09%
▼ 15.86%
1
Open
Oct 02, 2025
Tectonic Therapeutic
3.34%
▼ 31.65%
8
Buy
Sep 23, 2025
Planet Labs PBC
5.38%
▲ 15.41%
1
Open
Sep 11, 2025
Soleno Therapeutics
▲ 25.23%
4
Close
Aug 20, 2025
Apple
▲ 1.36%
2
Close
Aug 14, 2025
Aecom Technology
4.51%
▼ 14.59%
2
Buy
Aug 13, 2025
Granite Construction
▲ 8.23%
2
Close
Aug 08, 2025
Innodata
▲ 50.87%
8
Close
Aug 06, 2025
Workiva
▲ 12.00%
3
Close
Aug 06, 2025
Celestica
8.13%
▲ 39.25%
2
Buy
Jul 31, 2025
Ford Motor
▲ 7.94%
11
Close
Jul 29, 2025
AES
▲ 5.37%
2
Close
Jul 28, 2025
Sterling Infrastructure
9.14%
▲ 30.24%
3
Open
Jun 24, 2025
NRG Energy
6.93%
▲ 4.84%
1
Open
Jun 18, 2025
Microsoft
11.1%
▲ 8.27%
4
Buy
Jun 12, 2025
Nvidia
15.57%
▲ 35.07%
3
Buy
Jun 12, 2025
Teck Resources
▼ 9.74%
2
Close
Jun 06, 2025