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JOSEPH CARLSON Jun 2025 - New Portfolio
SHLOMI REGEV
JOSEPH CARLSON Jun 2025Individual Investor
Ranked #435,037 out of 819,178 TipRanks' Investors
Success Rate
9 out of 15
profitable transactions
profitable transactions
Average Return
5.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.23%
6-Month Return-
12-Month Return-
YTD Return▲ 5.42%
Total Return▲ 5.42%
Best Trade
Bio
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
―
Feb 2025
▼ 1.80%
▼ 5.57%
―
Mar 2025
▲ 1.84%
▼ 0.87%
―
Apr 2025
▲ 12.20%
▲ 6.28%
―
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 0.78%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.48%
Aug 2025
▲ 10.49%
▲ 3.18%
▲ 1.57%
Sep 2025
▼ 12.86%▼ 1.27%―
▼ 1.80%▼ 5.57%―
▲ 1.84%▼ 0.87%―
▲ 12.20%▲ 6.28%―
▲ 6.24%▲ 5.14%▲ 4.11%
▲ 27.92%▲ 2.30%▼ 0.78%
▲ 4.87%▲ 2.05%▲ 0.48%
▲ 10.49%▲ 3.18%▲ 1.57%
Recent Activity
Apple
6.59%
▲ 25.03%
1
Open
Jun 19, 2025
Amazon
6.22%
▲ 10.39%
1
Open
Jun 19, 2025
ASML Holding
12.52%
▲ 22.65%
1
Open
Jun 19, 2025
Cheesecake Factory
4.4%
▼ 6.96%
1
Open
Jun 19, 2025
Costco
6.39%
▼ 2.30%
1
Open
Jun 19, 2025
Salesforce
6.64%
▼ 4.62%
1
Open
Jun 19, 2025
Equifax
6.92%
▲ 1.86%
1
Open
Jun 19, 2025
Alphabet Class C
8.57%
▲ 46.84%
1
Open
Jun 19, 2025
Intuit
4.62%
▼ 8.74%
1
Open
Jun 19, 2025
Mastercard
7.84%
▲ 8.58%
1
Open
Jun 19, 2025
Moody's
6.46%
▲ 2.36%
1
Open
Jun 19, 2025
Microsoft
6.95%
▲ 8.03%
1
Open
Jun 19, 2025
Netflix
8.24%
▼ 0.36%
1
Open
Jun 19, 2025
S&P Global
3.41%
▲ 1.08%
1
Open
Jun 19, 2025
Texas Roadhouse
4.25%
▼ 17.66%
1
Open
Jun 19, 2025