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New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #229,111 out of 737,695 TipRanks' Investors
Success Rate
51%
27 out of 53
profitable transactions
Average Return
13.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.72%
6-Month Return▲ 35.54%
12-Month Return▲ 20.62%
YTD Return▲ 5.12%
Total Return▼ 18.46%

Best Trade

Opened at
Closed at
Gain▲ 380.97%

Bio

Performance

33.24%0-33.24%
▼ 6.45%
▼ 2.17%
▲ 4.44%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.09%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 33.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 16.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 14.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.88%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 4.44%
▲ 9.22%▲ 9.13%▲ 10.09%
▲ 5.14%▲ 4.57%▲ 33.24%
▼ 1.87%▲ 1.59%▲ 1.39%
▲ 14.08%▲ 5.22%▲ 16.29%
▲ 5.05%▲ 3.27%▲ 2.23%
▼ 12.40%▼ 4.03%▼ 14.41%
▲ 11.46%▲ 5.06%▲ 1.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
26.73%
▲ 29.04%
2
Buy
May 06, 2024
SoundHound AI, Inc Class A
16.42%
▲ 52.68%
4
Buy
Apr 25, 2024
Pliant Therapeutics
4.44%
▼ 32.68%
2
Buy
Mar 15, 2024
TScan Therapeutics
0%
▲ 53.07%
3
Sell
Mar 13, 2024
Tenaya Therapeutics
▼ 14.74%
5
Close
Mar 12, 2024
CVS Health
▲ 5.08%
3
Close
Mar 12, 2024
Twilio
9.33%
▼ 7.73%
1
Open
Mar 12, 2024
Vanguard International Dividend Appreciation ETF
▲ 2.93%
3
Close
Mar 04, 2024
Leap Therapeutics
4.2%
▲ 1.76%
3
Buy
Feb 23, 2024
BridgeBio Pharma
▲ 19.61%
2
Close
Feb 16, 2024
ALX Oncology Holdings
▲ 118.74%
5
Close
Feb 16, 2024
Rivian Automotive
▼ 29.77%
2
Close
Feb 16, 2024
Vigil Neuroscience Inc
0.00%
2
Close
Feb 16, 2024
Vanguard Value ETF
▲ 1.32%
2
Close
Feb 16, 2024
Vanguard Index Trust - Growth Index Fund Institutional Shares
▲ 0.39%
3
Close
Feb 16, 2024
Enphase Energy
▼ 37.50%
3
Close
Feb 01, 2024
Astria Therapeutics
2.46%
▲ 10.12%
1
Open
Jan 23, 2024
NextEra Energy
▼ 4.05%
3
Close
Jan 06, 2024
Vor Biopharma
3.23%
▼ 56.81%
2
Buy
Dec 19, 2023
LianBio Sponsored ADR
▲ 101.01%
2
Close
Nov 17, 2023