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Kalm - New Portfolio

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Kalm
Individual Investor
Ranked #434,284 out of 732,069 TipRanks' Investors
Success Rate
45%
14 out of 31
profitable transactions
Average Return
-7.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.96%
6-Month Return▲ 13.91%
12-Month Return▲ 16.28%
YTD Return▲ 1.68%
Total Return▼ 5.05%

Best Trade

Opened at
Closed at
Gain▲ 36.32%

Bio

One of my two portfolios is based on relatively low volatility and looking forward to excess returns against the benchmark (SP500)

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.79%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.31%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.54%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.86%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.33%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.21%
Apr 2024
▲ 5.14%
▲ 0.61%
▲ 3.04%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.79%
▲ 9.22%▲ 9.13%▲ 7.31%
▲ 5.14%▲ 4.57%▲ 8.54%
▼ 1.87%▲ 1.59%▼ 2.86%
▲ 14.08%▲ 5.22%▲ 5.33%
▲ 5.05%▲ 3.27%▲ 2.84%
▼ 12.40%▼ 4.03%▼ 6.21%
▲ 5.14%▲ 0.61%▲ 3.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Activision Blizzard
▲ 36.32%
2
Close
Oct 12, 2023
Prologis
1.65%
▼ 27.86%
1
Open
Dec 06, 2021
Communication Services Select Sector SPDR Fund
0.04%
▲ 8.15%
1
Open
Dec 06, 2021
First Trust Cloud Computing ETF
0.02%
▼ 9.48%
1
Open
Dec 06, 2021
Veeva Systems
3.19%
▼ 28.99%
2
Buy
Dec 06, 2021
Microsoft
4.73%
▲ 27.19%
1
Open
Dec 06, 2021
Alphabet Class C
7.86%
▲ 15.32%
2
Buy
Dec 06, 2021
Albemarle
2.35%
▼ 49.62%
2
Buy
Dec 06, 2021
Cubesmart
1.94%
▼ 13.89%
1
Open
Nov 23, 2021
Amazon
9.09%
▲ 5.03%
2
Sell
Nov 16, 2021
U.S. Global Jets ETF
2.3%
▼ 12.57%
1
Open
Nov 15, 2021
Visa
8.96%
▲ 28.68%
1
Open
Nov 15, 2021
Atmos Energy
2.25%
▲ 32.36%
1
Open
Nov 15, 2021
Global X Lithium & Battery Tech ETF
1.2%
▼ 49.59%
1
Open
Nov 15, 2021
JPMorgan Chase & Co.
5.54%
▲ 22.97%
1
Open
Nov 15, 2021
Meta Platforms
6.83%
▲ 30.18%
1
Open
Nov 15, 2021
Walt Disney
3.55%
▼ 28.02%
1
Open
Nov 15, 2021
SPDR S&P 500 ETF Trust
8.91%
▲ 13.60%
1
Open
Nov 15, 2021
Duke Energy
3.33%
▲ 9.36%
1
Open
Nov 15, 2021
American Tower
4.08%
▼ 24.93%
1
Open
Nov 15, 2021