Education
About Us
Working with TipRanks
Follow Us
JOSEPH CARLSON Jun 2025 - New Portfolio
SHLOMI REGEV
JOSEPH CARLSON Jun 2025Individual Investor
Ranked #486,601 out of 830,069 TipRanks' Investors
Success Rate
7 out of 15
profitable transactions
profitable transactions
Average Return
5.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.13%
6-Month Return-
12-Month Return-
YTD Return▲ 4.65%
Total Return▲ 4.65%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 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
▼ 5.03%
▼ 0.35%
▼ 0.61%
Nov 2025
▲ 0.80%▼ 0.87%―
▲ 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%
▼ 5.03%▼ 0.35%▼ 0.61%
Recent Activity
Apple
7.46%
▲ 41.49%
1
Open
Jun 19, 2025
Amazon
6.16%
▲ 9.29%
1
Open
Jun 19, 2025
ASML Holding
13.99%
▲ 37.18%
1
Open
Jun 19, 2025
Cheesecake Factory
3.85%
▼ 18.15%
1
Open
Jun 19, 2025
Costco
6.1%
▼ 6.57%
1
Open
Jun 19, 2025
Salesforce
6.13%
▼ 11.93%
1
Open
Jun 19, 2025
Equifax
5.72%
▼ 15.69%
1
Open
Jun 19, 2025
Alphabet Class C
10.76%
▲ 84.26%
1
Open
Jun 19, 2025
Intuit
4.23%
▼ 16.39%
1
Open
Jun 19, 2025
Mastercard
7.32%
▲ 1.42%
1
Open
Jun 19, 2025
Moody's
6.55%
▲ 3.93%
1
Open
Jun 19, 2025
Microsoft
6.52%
▲ 1.45%
1
Open
Jun 19, 2025
Netflix
7.13%
▼ 13.16%
1
Open
Jun 19, 2025
S&P Global
3.33%
▼ 1.03%
1
Open
Jun 19, 2025
Texas Roadhouse
4.75%
▼ 8.05%
1
Open
Jun 19, 2025