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Kale Portfolio Oct 2024 - New Portfolio

Sharon Marie

Kale Portfolio Oct 2024
Individual Investor
Ranked #438,657 out of 790,468 TipRanks' Investors
Success Rate
39%
14 out of 36
profitable transactions
Average Return
-1.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.29%
6-Month Return-
12-Month Return-
YTD Return▼ 3.11%
Total Return▲ 2.76%

Best Trade

Opened at
Closed at-
Gain▲ 214.80%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 0.70%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 13.46%
Nov 2024
▲ 5.95%
▼ 2.41%
▼ 5.86%
Dec 2024
▲ 5.24%
▲ 2.69%
▲ 7.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.18%
Feb 2025
▲ 11.19%
▼ 2.91%
▼ 2.28%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.01%▼ 0.89%▼ 0.70%
▲ 26.01%▲ 5.96%▲ 13.46%
▲ 5.95%▼ 2.41%▼ 5.86%
▲ 5.24%▲ 2.69%▲ 7.98%
▼ 12.86%▼ 1.27%▼ 8.18%
▲ 11.19%▼ 2.91%▼ 2.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AT&T
▲ 16.26%
7
Close
Mar 05, 2025
Innodata
5.75%
▲ 214.80%
5
Sell
Feb 14, 2025
Tectonic Therapeutic
6.59%
▼ 41.91%
4
Buy
Feb 14, 2025
IES Holdings
13.18%
▼ 24.31%
2
Sell
Jan 22, 2025
Sterling Construction
▲ 23.12%
2
Close
Jan 22, 2025
Universal Stainless & Alloy Products
▲ 8.28%
2
Close
Jan 08, 2025
Ford Motor
14.36%
▼ 7.30%
5
Buy
Dec 07, 2024
Amazon
15.91%
▲ 11.10%
2
Sell
Dec 07, 2024
Microsoft
9.88%
▼ 5.90%
3
Buy
Dec 07, 2024
Teva Pharmaceutical
▼ 2.28%
2
Close
Nov 24, 2024
Virco Manufacturing
▲ 0.41%
5
Close
Nov 12, 2024
Soleno Therapeutics
2.75%
▼ 22.74%
2
Buy
Nov 12, 2024
Granite Construction
3.64%
▼ 19.04%
1
Open
Nov 11, 2024
Advanced Micro Devices
27.94%
▼ 33.41%
2
Buy
Nov 01, 2024
Baidu
▲ 2.07%
1
Close
Nov 01, 2024
Salesforce
▼ 0.82%
1
Close
Nov 01, 2024
Alphabet Class C
▲ 1.47%
1
Close
Nov 01, 2024
International Business Machines
▲ 22.46%
1
Close
Nov 01, 2024
Intel
▼ 10.30%
1
Close
Nov 01, 2024
Nvidia
▼ 13.36%
1
Close
Nov 01, 2024