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New Portfolio - New Portfolio

Carl Spackler

New Portfolio
Individual Investor
Ranked #215,211 out of 803,257 TipRanks' Investors
Success Rate
58%
122 out of 209
profitable transactions
Average Return
9.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.70%
6-Month Return▼ 6.23%
12-Month Return▼ 9.74%
YTD Return▼ 0.37%
Total Return▲ 40.90%

Best Trade

Opened at
Closed at-
Gain▲ 541.56%

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

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 2.42%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 7.46%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 1.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.83%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.09%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 3.02%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 10.04%
May 2025
▲ 5.72%
▲ 2.32%
▲ 3.53%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 2.42%
▲ 5.43%▼ 2.41%▼ 7.46%
▲ 5.99%▲ 2.69%▼ 1.13%
▼ 12.86%▼ 1.27%▼ 1.83%
▼ 1.80%▼ 5.57%▼ 7.09%
▲ 1.76%▼ 0.87%▼ 3.02%
▲ 12.21%▲ 6.28%▲ 10.04%
▲ 5.72%▲ 2.32%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
3.75%
▲ 47.56%
7
Sell
May 11, 2025
Alphabet Class A
▲ 5.58%
5
Close
May 11, 2025
South Beach Spirits
3.44%
0.00%
12
Open
May 11, 2025
VanEck Gold Miners ETF
0.81%
▲ 14.55%
3
Open
May 11, 2025
Merck & Company
1.42%
▲ 3.69%
4
Open
May 11, 2025
SPDR Gold Shares
▲ 8.64%
4
Close
May 11, 2025
AbbVie
2.09%
▼ 1.25%
4
Open
May 11, 2025
Coca-Cola
▲ 20.33%
2
Close
May 11, 2025
Occidental Petroleum
1.48%
▼ 10.53%
2
Buy
May 11, 2025
NextEra Energy
1.81%
▲ 2.78%
2
Buy
May 11, 2025
Pacer US Cash Cows 100 ETF
▼ 5.82%
2
Close
May 11, 2025
Cyber Enviro-Tech
9.19%
▼ 34.00%
1
Open
May 11, 2025
Schwab US Dividend Equity ETF
3.23%
▲ 1.97%
1
Open
May 11, 2025
Schwab U.S. Broad Market ETF
0.91%
▲ 3.42%
1
Open
May 11, 2025
Schwab U.S. Mid-Cap ETF
0.87%
▲ 0.80%
1
Open
May 11, 2025
Schlumberger
1.41%
▼ 0.08%
1
Open
May 11, 2025
iShares U.S. Healthcare ETF
2.46%
▼ 0.05%
1
Open
May 11, 2025
iShares U.S. Financials ETF
2.28%
▲ 0.17%
1
Open
May 11, 2025
Alphabet Class C
2.4%
▲ 12.94%
1
Open
May 11, 2025
Tesla
2.05%
▲ 2.42%
1
Open
May 11, 2025