tiprankstipranks
Trending News
More News >

New Portfolio - New Portfolio

Carl Spackler

New Portfolio
Individual Investor
Ranked #228,956 out of 810,248 TipRanks' Investors
Success Rate
59%
123 out of 209
profitable transactions
Average Return
11.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.51%
6-Month Return▲ 5.83%
12-Month Return▼ 9.21%
YTD Return▲ 4.44%
Total Return▲ 47.66%

Best Trade

Opened at
Closed at-
Gain▲ 673.24%

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

23.15%0-23.15%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 2.94%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 10.04%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.35%
Jun 2025
▲ 23.15%
▲ 3.12%
▲ 4.04%
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%
▲ 1.84%▼ 0.87%▼ 2.94%
▲ 12.20%▲ 6.28%▲ 10.04%
▲ 6.24%▲ 5.14%▲ 4.35%
▲ 23.15%▲ 3.12%▲ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
4.01%
▲ 56.94%
7
Sell
May 11, 2025
Alphabet Class A
▲ 5.58%
5
Close
May 11, 2025
South Beach Spirits
3.45%
0.00%
12
Open
May 11, 2025
VanEck Gold Miners ETF
0.85%
▲ 17.26%
3
Open
May 11, 2025
Merck & Company
1.49%
▲ 5.44%
4
Open
May 11, 2025
SPDR Gold Shares
▲ 8.64%
4
Close
May 11, 2025
AbbVie
2.11%
▼ 0.82%
4
Open
May 11, 2025
Coca-Cola
▲ 20.33%
2
Close
May 11, 2025
Occidental Petroleum
1.52%
▼ 8.90%
2
Buy
May 11, 2025
NextEra Energy
1.79%
▲ 1.42%
2
Buy
May 11, 2025
Pacer US Cash Cows 100 ETF
▼ 5.82%
2
Close
May 11, 2025
Cyber Enviro-Tech
5.19%
▼ 62.86%
1
Open
May 11, 2025
Schwab US Dividend Equity ETF
3.29%
▲ 4.39%
1
Open
May 11, 2025
Schwab U.S. Broad Market ETF
0.97%
▲ 9.67%
1
Open
May 11, 2025
Schwab U.S. Mid-Cap ETF
0.92%
▲ 6.59%
1
Open
May 11, 2025
Schlumberger
1.42%
▼ 0.23%
1
Open
May 11, 2025
iShares U.S. Healthcare ETF
2.49%
▲ 1.14%
1
Open
May 11, 2025
iShares U.S. Financials ETF
2.46%
▲ 7.82%
1
Open
May 11, 2025
Alphabet Class C
2.6%
▲ 21.77%
1
Open
May 11, 2025
Tesla
1.99%
▼ 0.73%
1
Open
May 11, 2025