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Kale Portfolio Oct 2024 - New Portfolio

Sharon Marie

Kale Portfolio Oct 2024
Individual Investor
Ranked #80,494 out of 815,805 TipRanks' Investors
Success Rate
82%
50 out of 61
profitable transactions
Average Return
11.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.37%
6-Month Return▲ 27.34%
12-Month Return-
YTD Return▲ 26.66%
Total Return▲ 34.05%

Best Trade

Opened at
Closed at
Gain▲ 155.00%

Bio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 8.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.87%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.05%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.87%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.14%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 7.61%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 2.62%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 8.33%
▼ 12.86%▼ 1.27%▼ 8.18%
▼ 1.80%▼ 5.57%▼ 5.87%
▲ 1.84%▼ 0.87%▲ 4.05%
▲ 12.20%▲ 6.28%▲ 7.87%
▲ 6.24%▲ 5.14%▲ 9.14%
▲ 27.87%▲ 2.30%▲ 7.61%
▲ 7.86%▲ 2.66%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Soleno Therapeutics
▲ 25.23%
4
Close
Aug 20, 2025
Apple
▲ 1.36%
2
Close
Aug 14, 2025
Aecom Technology
3.33%
▲ 3.53%
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
3.75%
▲ 5.57%
2
Buy
Jul 31, 2025
Ford Motor
▲ 7.94%
11
Close
Jul 29, 2025
AES
▲ 5.38%
2
Close
Jul 28, 2025
Sterling Construction
5.14%
▲ 24.98%
3
Open
Jun 24, 2025
NRG Energy
3.94%
▼ 2.35%
1
Open
Jun 18, 2025
Microsoft
7.3%
▲ 16.65%
4
Buy
Jun 12, 2025
Nvidia
9.55%
▲ 36.03%
3
Buy
Jun 12, 2025
Tectonic Therapeutic
4.97%
▼ 21.89%
7
Buy
Jun 12, 2025
Teck Resources
▼ 9.74%
2
Close
Jun 06, 2025
Voyager Therapeutics
1.92%
▲ 3.34%
1
Open
Jun 02, 2025
Amazon
14.32%
▲ 20.91%
3
Buy
Mar 17, 2025
Advanced Micro Devices
29.78%
▲ 27.34%
3
Buy
Mar 17, 2025
AT&T
▲ 16.54%
7
Close
Mar 05, 2025
IES Holdings
16%
▲ 58.89%
2
Sell
Jan 22, 2025