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Kale Portfolio Oct 2024 - New Portfolio

Sharon Marie

Kale Portfolio Oct 2024
Individual Investor
Ranked #388,268 out of 775,923 TipRanks' Investors
Success Rate
50%
16 out of 32
profitable transactions
Average Return
3.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.35%
6-Month Return-
12-Month Return-
YTD Return▲ 8.97%
Total Return▲ 8.97%

Best Trade

Opened at
Closed at-
Gain▲ 151.67%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 13.43%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.26%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.38%▼ 0.89%▼ 0.69%
▲ 43.22%▲ 5.96%▲ 13.43%
▲ 3.34%▼ 1.56%▼ 3.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ford Motor
8.81%
▼ 8.10%
5
Buy
Dec 07, 2024
AT&T
14.31%
▲ 4.49%
4
Sell
Dec 07, 2024
Amazon
10.28%
▲ 19.93%
2
Sell
Dec 07, 2024
Microsoft
6.44%
▲ 2.25%
3
Buy
Dec 07, 2024
Teva Pharmaceutical
▼ 2.28%
2
Close
Nov 24, 2024
Tectonic Therapeutic
2.17%
▲ 7.67%
2
Buy
Nov 21, 2024
Virco Manufacturing
▲ 0.41%
5
Close
Nov 12, 2024
Soleno Therapeutics
1.65%
▼ 22.41%
2
Buy
Nov 12, 2024
Granite Construction
2.49%
▼ 7.87%
1
Open
Nov 11, 2024
Advanced Micro Devices
19.62%
▼ 21.92%
2
Buy
Nov 01, 2024
Baidu
▼ 4.69%
1
Close
Nov 01, 2024
Salesforce
▲ 16.74%
1
Close
Nov 01, 2024
Alphabet Class C
▲ 11.89%
1
Close
Nov 01, 2024
International Business Machines
▲ 7.26%
1
Close
Nov 01, 2024
Intel
▼ 15.86%
1
Close
Nov 01, 2024
Nvidia
▼ 0.51%
1
Close
Nov 01, 2024
Allegion
▼ 6.48%
2
Close
Oct 29, 2024
Talen Energy Corp
▲ 5.57%
2
Close
Oct 25, 2024
IES Holdings
13.6%
▼ 6.81%
1
Open
Oct 14, 2024
Universal Stainless & Alloy Products
4.03%
▲ 7.96%
1
Open
Oct 14, 2024