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New Portfolio - New Portfolio

Carl Spackler

New Portfolio
Individual Investor
Ranked #216,893 out of 813,701 TipRanks' Investors
Success Rate
60%
125 out of 209
profitable transactions
Average Return
11.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.30%
6-Month Return▲ 3.55%
12-Month Return▼ 6.87%
YTD Return▲ 4.18%
Total Return▲ 47.31%

Best Trade

Opened at
Closed at-
Gain▲ 704.22%

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

27.89%0-27.89%
▲ 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
▲ 27.89%
▲ 2.30%
▲ 1.71%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 2.05%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.89%▲ 2.30%▲ 1.71%
▲ 6.85%▲ 1.80%▲ 2.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
4.07%
▲ 56.66%
7
Sell
May 11, 2025
Alphabet Class A
▲ 5.58%
5
Close
May 11, 2025
South Beach Spirits
3.52%
0.00%
12
Open
May 11, 2025
VanEck Gold Miners ETF
0.93%
▲ 21.89%
3
Open
May 11, 2025
Merck & Company
1.51%
▲ 5.23%
4
Open
May 11, 2025
SPDR Gold Shares
▲ 8.64%
4
Close
May 11, 2025
AbbVie
2.34%
▲ 2.08%
4
Open
May 11, 2025
Coca-Cola
▲ 20.33%
2
Close
May 11, 2025
Occidental Petroleum
1.54%
▼ 9.10%
2
Buy
May 11, 2025
NextEra Energy
1.92%
▲ 6.45%
2
Buy
May 11, 2025
Pacer US Cash Cows 100 ETF
▼ 5.82%
2
Close
May 11, 2025
Cyber Enviro-Tech
4.07%
▼ 71.43%
1
Open
May 11, 2025
Schwab US Dividend Equity ETF
3.35%
▲ 4.42%
1
Open
May 11, 2025
Schwab U.S. Broad Market ETF
1%
▲ 10.65%
1
Open
May 11, 2025
Schwab U.S. Mid-Cap ETF
0.93%
▲ 5.79%
1
Open
May 11, 2025
Schlumberger
1.34%
▼ 7.20%
1
Open
May 11, 2025
iShares U.S. Healthcare ETF
2.54%
▲ 1.27%
1
Open
May 11, 2025
iShares U.S. Financials ETF
2.47%
▲ 6.20%
1
Open
May 11, 2025
Alphabet Class C
2.79%
▲ 28.56%
1
Open
May 11, 2025
Tesla
2.12%
▲ 3.83%
1
Open
May 11, 2025