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Kale Portfolio Oct 2024 - New Portfolio

Sharon Marie

Kale Portfolio Oct 2024
Individual Investor
Ranked #88,815 out of 822,831 TipRanks' Investors
Success Rate
80%
51 out of 64
profitable transactions
Average Return
14.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.67%
6-Month Return▲ 44.09%
12-Month Return-
YTD Return▲ 30.09%
Total Return▲ 37.68%

Best Trade

Opened at
Closed at
Gain▲ 155.00%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.87%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.05%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.87%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.14%
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
▲ 5.92%
▼ 1.98%
▲ 3.25%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.87%
▲ 0.80%▼ 0.87%▲ 4.05%
▲ 11.63%▲ 6.28%▲ 7.87%
▲ 9.25%▲ 5.14%▲ 9.14%
▲ 7.60%▲ 2.30%▲ 7.61%
▲ 2.76%▲ 2.05%▲ 0.89%
▲ 12.88%▲ 3.56%▲ 1.17%
▲ 5.92%▼ 1.98%▲ 3.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
▲ 16.11%
4
Close
Oct 02, 2025
Primoris Services
3.47%
▼ 4.62%
1
Open
Oct 02, 2025
Tectonic Therapeutic
1.68%
▼ 42.91%
8
Buy
Sep 23, 2025
Planet Labs PBC
4.26%
▲ 52.02%
1
Open
Sep 11, 2025
Soleno Therapeutics
▲ 25.23%
4
Close
Aug 20, 2025
Apple
▲ 1.36%
2
Close
Aug 14, 2025
Aecom Technology
3.37%
▲ 6.27%
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
4.25%
▲ 21.18%
2
Buy
Jul 31, 2025
Ford Motor
▲ 7.94%
11
Close
Jul 29, 2025
AES
▲ 5.38%
2
Close
Jul 28, 2025
Sterling Infrastructure
5.88%
▲ 34.94%
3
Open
Jun 24, 2025
NRG Energy
4.2%
▲ 5.38%
1
Open
Jun 18, 2025
Microsoft
7.23%
▲ 16.96%
4
Buy
Jun 12, 2025
Nvidia
9.59%
▲ 38.30%
3
Buy
Jun 12, 2025
Teck Resources
▼ 9.74%
2
Close
Jun 06, 2025
Voyager Therapeutics
2.79%
▲ 51.98%
1
Open
Jun 02, 2025
Advanced Micro Devices
37.51%
▲ 62.33%
3
Buy
Mar 17, 2025