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JOSEPH CARLSON Jun 2025 - New Portfolio
SHLOMI REGEV
JOSEPH CARLSON Jun 2025Individual Investor
Ranked #491,068 out of 827,325 TipRanks' Investors
Success Rate
7 out of 15
profitable transactions
profitable transactions
Average Return
4.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.40%
6-Month Return-
12-Month Return-
YTD Return▲ 3.70%
Total Return▲ 3.70%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
―
Apr 2025
▲ 11.63%
▲ 6.28%
―
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.11%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 0.78%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.48%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.83%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 1.47%
Nov 2025
▲ 0.80%▼ 0.87%―
▲ 11.63%▲ 6.28%―
▲ 9.25%▲ 5.14%▲ 4.11%
▲ 7.60%▲ 2.30%▼ 0.78%
▲ 2.76%▲ 2.05%▲ 0.48%
▲ 12.88%▲ 3.56%▲ 0.57%
▲ 10.96%▲ 2.38%▲ 0.83%
▼ 4.30%▼ 1.63%▼ 1.47%
Recent Activity
Apple
7.28%
▲ 36.73%
1
Open
Jun 19, 2025
Amazon
6.63%
▲ 16.56%
1
Open
Jun 19, 2025
ASML Holding
13.79%
▲ 34.01%
1
Open
Jun 19, 2025
Cheesecake Factory
3.86%
▼ 19.11%
1
Open
Jun 19, 2025
Costco
6.26%
▼ 5.09%
1
Open
Jun 19, 2025
Salesforce
6.51%
▼ 7.40%
1
Open
Jun 19, 2025
Equifax
5.63%
▼ 17.91%
1
Open
Jun 19, 2025
Alphabet Class C
9.48%
▲ 60.91%
1
Open
Jun 19, 2025
Intuit
4.4%
▼ 13.77%
1
Open
Jun 19, 2025
Mastercard
7.49%
▲ 2.73%
1
Open
Jun 19, 2025
Moody's
6.62%
▲ 3.90%
1
Open
Jun 19, 2025
Microsoft
6.74%
▲ 3.62%
1
Open
Jun 19, 2025
Netflix
7.48%
▼ 10.37%
1
Open
Jun 19, 2025
S&P Global
3.37%
▼ 1.06%
1
Open
Jun 19, 2025
Texas Roadhouse
4.48%
▼ 14.13%
1
Open
Jun 19, 2025