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Kalm - New Portfolio

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Kalm
Individual Investor
Ranked #440,874 out of 729,985 TipRanks' Investors
Success Rate
45%
14 out of 31
profitable transactions
Average Return
-7.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.64%
6-Month Return▲ 17.99%
12-Month Return▲ 14.14%
YTD Return▲ 0.09%
Total Return▼ 6.54%

Best Trade

Opened at
Closed at-
Gain▲ 42.89%

Bio

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

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 6.19%
Sep 2023
▼ 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
▼ 14.09%
▼ 3.33%
▼ 4.88%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.19%
▼ 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%
▼ 14.09%▼ 3.33%▼ 4.88%

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
1.61%
▼ 28.58%
1
Open
Dec 06, 2021
Communication Services Select Sector SPDR Fund
0.04%
▲ 8.94%
1
Open
Dec 06, 2021
First Trust Cloud Computing ETF
0.02%
▼ 9.02%
1
Open
Dec 06, 2021
Veeva Systems
3.16%
▼ 29.81%
2
Buy
Dec 06, 2021
Microsoft
4.77%
▲ 27.47%
1
Open
Dec 06, 2021
Alphabet Class C
7.52%
▲ 9.13%
2
Buy
Dec 06, 2021
Albemarle
2.12%
▼ 55.09%
2
Buy
Dec 06, 2021
Cubesmart
1.97%
▼ 13.79%
1
Open
Nov 23, 2021
Amazon
8.65%
▲ 1.27%
2
Sell
Nov 16, 2021
U.S. Global Jets ETF
2.3%
▼ 10.99%
1
Open
Nov 15, 2021
Visa
9.21%
▲ 31.37%
1
Open
Nov 15, 2021
Atmos Energy
2.24%
▲ 30.53%
1
Open
Nov 15, 2021
Global X Lithium & Battery Tech ETF
1.1%
▼ 53.60%
1
Open
Nov 15, 2021
JPMorgan Chase & Co.
5.63%
▲ 24.02%
1
Open
Nov 15, 2021
Meta Platforms
7.48%
▲ 42.89%
1
Open
Nov 15, 2021
Walt Disney
3.57%
▼ 27.99%
1
Open
Nov 15, 2021
SPDR S&P 500 ETF Trust
8.84%
▲ 12.34%
1
Open
Nov 15, 2021
Duke Energy
3.3%
▲ 7.11%
1
Open
Nov 15, 2021
American Tower
3.9%
▼ 28.05%
1
Open
Nov 15, 2021