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JOSEPH CARLSON Jun 2025 - New Portfolio
SHLOMI REGEV
JOSEPH CARLSON Jun 2025Individual Investor
Ranked #460,431 out of 833,092 TipRanks' Investors
Success Rate
8 out of 15
profitable transactions
profitable transactions
Average Return
6.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.22%
6-Month Return▲ 5.51%
12-Month Return-
YTD Return▲ 5.51%
Total Return▲ 5.51%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
―
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.48%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.83%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.09%
Nov 2025
▼ 3.92%
▼ 1.01%
▲ 0.12%
Dec 2025
▲ 11.63%▲ 6.28%―
▲ 9.25%▲ 5.14%▲ 4.16%
▲ 7.60%▲ 2.30%▼ 0.78%
▲ 2.76%▲ 2.05%▲ 0.48%
▲ 12.88%▲ 3.56%▲ 0.57%
▲ 10.96%▲ 2.38%▲ 0.83%
▼ 3.57%▲ 0.19%▲ 0.09%
▼ 3.92%▼ 1.01%▲ 0.12%
Recent Activity
Apple
7.32%
▲ 38.75%
1
Open
Jun 19, 2025
Amazon
6.09%
▲ 8.14%
1
Open
Jun 19, 2025
ASML Holding
13.93%
▲ 36.56%
1
Open
Jun 19, 2025
Cheesecake Factory
4.17%
▼ 11.43%
1
Open
Jun 19, 2025
Costco
5.76%
▼ 11.79%
1
Open
Jun 19, 2025
Salesforce
6.93%
▼ 0.30%
1
Open
Jun 19, 2025
Equifax
5.9%
▼ 13.03%
1
Open
Jun 19, 2025
Alphabet Class C
10.21%
▲ 74.86%
1
Open
Jun 19, 2025
Intuit
4.49%
▼ 11.10%
1
Open
Jun 19, 2025
Mastercard
7.61%
▲ 5.38%
1
Open
Jun 19, 2025
Moody's
6.69%
▲ 6.18%
1
Open
Jun 19, 2025
Microsoft
6.5%
▲ 1.13%
1
Open
Jun 19, 2025
Netflix
6.32%
▼ 23.10%
1
Open
Jun 19, 2025
S&P Global
3.4%
▲ 1.19%
1
Open
Jun 19, 2025
Texas Roadhouse
4.68%
▼ 8.97%
1
Open
Jun 19, 2025