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JOSEPH CARLSON Jun 2025 - New Portfolio
SHLOMI REGEV
JOSEPH CARLSON Jun 2025Individual Investor
Ranked #500,682 out of 823,645 TipRanks' Investors
Success Rate
7 out of 15
profitable transactions
profitable transactions
Average Return
4.31%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.04%
6-Month Return-
12-Month Return-
YTD Return▲ 4.00%
Total Return▲ 4.00%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
―
Mar 2025
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 11.63%
▲ 6.28%
―
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.11%
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
▲ 2.37%
▼ 0.15%
▼ 0.36%
Oct 2025
▼ 6.38%▼ 5.57%―
▲ 0.80%▼ 0.87%―
▲ 11.63%▲ 6.28%―
▲ 9.25%▲ 5.14%▲ 4.11%
▲ 7.60%▲ 2.30%▼ 0.78%
▲ 2.76%▲ 2.05%▲ 0.48%
▲ 12.88%▲ 3.56%▲ 0.57%
▲ 2.37%▼ 0.15%▼ 0.36%
Recent Activity
Apple
6.76%
▲ 26.98%
1
Open
Jun 19, 2025
Amazon
5.85%
▲ 2.80%
1
Open
Jun 19, 2025
ASML Holding
13.69%
▲ 32.87%
1
Open
Jun 19, 2025
Cheesecake Factory
4.43%
▼ 7.23%
1
Open
Jun 19, 2025
Costco
6.47%
▼ 1.91%
1
Open
Jun 19, 2025
Salesforce
6.42%
▼ 8.67%
1
Open
Jun 19, 2025
Equifax
6.23%
▼ 9.19%
1
Open
Jun 19, 2025
Alphabet Class C
8.53%
▲ 44.81%
1
Open
Jun 19, 2025
Intuit
4.43%
▼ 13.26%
1
Open
Jun 19, 2025
Mastercard
7.63%
▲ 4.75%
1
Open
Jun 19, 2025
Moody's
6.49%
▲ 1.88%
1
Open
Jun 19, 2025
Microsoft
6.96%
▲ 7.09%
1
Open
Jun 19, 2025
Netflix
8.16%
▼ 2.28%
1
Open
Jun 19, 2025
S&P Global
3.27%
▼ 3.76%
1
Open
Jun 19, 2025
Texas Roadhouse
4.68%
▼ 10.22%
1
Open
Jun 19, 2025