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New Portfolio - New Portfolio

Carl Spackler

New Portfolio
Individual Investor
Ranked #216,095 out of 806,643 TipRanks' Investors
Success Rate
59%
124 out of 209
profitable transactions
Average Return
10.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.36%
6-Month Return▲ 0.89%
12-Month Return▼ 8.04%
YTD Return▲ 2.66%
Total Return▲ 45.14%

Best Trade

Opened at
Closed at-
Gain▲ 610.13%

Bio

Heavy Disney as cost basis is very low. Amazon best performer. Paysign a fintech play. Bond funds. Cash. CSCO and Intel on comeback.

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 7.46%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 1.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.10%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.94%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.04%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.35%
Jun 2025
▲ 0.31%
▲ 1.21%
▲ 2.27%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 7.46%
▲ 6.03%▲ 2.69%▼ 1.25%
▼ 12.86%▼ 1.27%▼ 1.83%
▼ 1.80%▼ 5.57%▼ 7.10%
▲ 1.83%▼ 0.87%▼ 2.94%
▲ 12.20%▲ 6.28%▲ 10.04%
▲ 6.24%▲ 5.14%▲ 4.35%
▲ 0.31%▲ 1.21%▲ 2.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
3.83%
▲ 51.50%
7
Sell
May 11, 2025
Alphabet Class A
▲ 5.58%
5
Close
May 11, 2025
South Beach Spirits
3.42%
0.00%
12
Open
May 11, 2025
VanEck Gold Miners ETF
0.83%
▲ 16.13%
3
Open
May 11, 2025
Merck & Company
1.41%
▲ 3.86%
4
Open
May 11, 2025
SPDR Gold Shares
▲ 8.64%
4
Close
May 11, 2025
AbbVie
2.08%
▼ 1.28%
4
Open
May 11, 2025
Coca-Cola
▲ 20.33%
2
Close
May 11, 2025
Occidental Petroleum
1.47%
▼ 10.75%
2
Buy
May 11, 2025
NextEra Energy
1.83%
▲ 4.29%
2
Buy
May 11, 2025
Pacer US Cash Cows 100 ETF
▼ 5.82%
2
Close
May 11, 2025
Cyber Enviro-Tech
6.92%
▼ 50.00%
1
Open
May 11, 2025
Schwab US Dividend Equity ETF
3.26%
▲ 4.50%
1
Open
May 11, 2025
Schwab U.S. Broad Market ETF
0.94%
▲ 7.66%
1
Open
May 11, 2025
Schwab U.S. Mid-Cap ETF
0.9%
▲ 5.13%
1
Open
May 11, 2025
Schlumberger
1.41%
▲ 0.28%
1
Open
May 11, 2025
iShares U.S. Healthcare ETF
2.44%
▲ 0.25%
1
Open
May 11, 2025
iShares U.S. Financials ETF
2.41%
▲ 6.52%
1
Open
May 11, 2025
Alphabet Class C
2.39%
▲ 13.28%
1
Open
May 11, 2025
Tesla
1.97%
▼ 0.95%
1
Open
May 11, 2025