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Kale Portfolio Oct 2024 - New Portfolio

Sharon Marie

Kale Portfolio Oct 2024
Individual Investor
Ranked #324,825 out of 769,002 TipRanks' Investors
Success Rate
57%
16 out of 28
profitable transactions
Average Return
7.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.83%
6-Month Return-
12-Month Return-
YTD Return▲ 10.73%
Total Return▲ 10.73%

Best Trade

Opened at
Closed at-
Gain▲ 160.09%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 11.51%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.70%▼ 0.89%▼ 0.69%
▲ 23.63%▲ 3.84%▲ 11.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tectonic Therapeutic
1.8%
▲ 1.78%
2
Buy
Nov 21, 2024
Teva Pharmaceutical
0%
0.00%
1
Open
Nov 21, 2024
Virco Manufacturing
▲ 0.41%
5
Close
Nov 12, 2024
Soleno Therapeutics
1.75%
▼ 5.84%
2
Buy
Nov 12, 2024
Ford Motor
8.29%
▼ 0.90%
4
Sell
Nov 11, 2024
AT&T
15.64%
▲ 4.86%
3
Buy
Nov 11, 2024
Granite Construction
2.36%
▼ 1.18%
1
Open
Nov 11, 2024
Advanced Micro Devices
19.82%
▼ 9.87%
2
Buy
Nov 01, 2024
Baidu
▼ 3.63%
1
Close
Nov 01, 2024
Salesforce
▲ 10.51%
1
Close
Nov 01, 2024
Alphabet Class C
▲ 2.71%
1
Close
Nov 01, 2024
International Business Machines
▲ 3.05%
1
Close
Nov 01, 2024
Intel
▲ 3.49%
1
Close
Nov 01, 2024
Nvidia
▲ 7.75%
1
Close
Nov 01, 2024
Allegion
▼ 6.48%
2
Close
Oct 29, 2024
Talen Energy Corp
▲ 5.57%
2
Close
Oct 25, 2024
Microsoft
6.25%
▼ 0.82%
2
Buy
Oct 15, 2024
IES Holdings
15.16%
▲ 16.47%
1
Open
Oct 14, 2024
Universal Stainless & Alloy Products
3.54%
▲ 7.89%
1
Open
Oct 14, 2024
Sterling Construction
4.74%
▲ 18.64%
1
Open
Oct 14, 2024