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Kale Portfolio Oct 2024 - New Portfolio

Sharon Marie

Kale Portfolio Oct 2024
Individual Investor
Ranked #145,754 out of 812,326 TipRanks' Investors
Success Rate
72%
42 out of 58
profitable transactions
Average Return
10.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.31%
6-Month Return▲ 17.21%
12-Month Return-
YTD Return▲ 21.32%
Total Return▲ 28.40%

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%
▲ 4.06%
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
▲ 1.33%
▲ 0.03%
▼ 1.71%
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%▲ 4.06%
▲ 12.20%▲ 6.28%▲ 7.87%
▲ 6.24%▲ 5.14%▲ 9.14%
▲ 27.87%▲ 2.30%▲ 7.61%
▲ 1.33%▲ 0.03%▼ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Innodata
▲ 50.87%
8
Close
Aug 06, 2025
Workiva
▲ 12.00%
3
Close
Aug 06, 2025
Celestica
3.61%
▲ 0.04%
2
Buy
Jul 31, 2025
Ford Motor
▲ 7.93%
11
Close
Jul 29, 2025
AES
▲ 5.38%
2
Close
Jul 28, 2025
Sterling Construction
5.37%
▲ 26.87%
3
Open
Jun 24, 2025
NRG Energy
4.12%
▲ 0.65%
1
Open
Jun 18, 2025
Microsoft
7.56%
▲ 19.02%
4
Buy
Jun 12, 2025
Nvidia
9.72%
▲ 36.48%
3
Buy
Jun 12, 2025
Tectonic Therapeutic
4.32%
▼ 33.04%
7
Buy
Jun 12, 2025
Teck Resources
▼ 9.74%
2
Close
Jun 06, 2025
Voyager Therapeutics
1.85%
▼ 2.13%
1
Open
Jun 02, 2025
Amazon
14%
▲ 16.49%
3
Buy
Mar 17, 2025
Advanced Micro Devices
30.9%
▲ 30.23%
3
Buy
Mar 17, 2025
Soleno Therapeutics
3.53%
▲ 42.98%
3
Buy
Mar 17, 2025
AT&T
▲ 16.54%
7
Close
Mar 05, 2025
IES Holdings
15.04%
▲ 47.21%
2
Sell
Jan 22, 2025
Universal Stainless & Alloy Products
▲ 8.28%
2
Close
Jan 08, 2025
Teva Pharmaceutical
▼ 2.28%
2
Close
Nov 24, 2024
Virco Manufacturing
▲ 0.41%
5
Close
Nov 12, 2024