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LT Growth - New Portfolio
James D
LT GrowthIndividual Investor
Ranked #33,842 out of 737,708 TipRanks' Investors
Success Rate
58 out of 87
profitable transactions
profitable transactions
Average Return
30.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.04%
6-Month Return▲ 10.78%
12-Month Return▲ 27.33%
YTD Return▲ 7.61%
Total Return▲ 38.60%
Best Trade
Bio
Investing in equities since 1979. LT approach, very little trading. Look for great Founders in large TAM business activities
with a great future. Occassionally buy smaller company after IPO, but only after IPO date 2 yrs ago.
Ex CPA, CFO, COO
Performance
18.88%0-18.88%
▼ 6.45%
▼ 2.17%
▼ 1.29%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 18.88%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 2.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.97%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 9.76%
▲ 4.11%
▲ 4.03%
May 2024
▼ 6.45%▼ 2.17%▼ 1.29%
▲ 9.22%▲ 9.13%▲ 18.88%
▲ 5.14%▲ 4.57%▲ 4.51%
▼ 1.87%▲ 1.59%▲ 2.61%
▲ 14.08%▲ 5.22%▲ 4.97%
▲ 5.05%▲ 3.27%▲ 1.26%
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 9.76%▲ 4.11%▲ 4.03%
Recent Activity
Intuit
3.37%
▲ 17.20%
3
Buy
May 24, 2024
Autodesk
2.36%
▼ 8.94%
1
Open
May 18, 2024
FedEx
2.97%
▼ 0.29%
1
Open
May 18, 2024
Stanley Black & Decker
3.06%
▼ 2.92%
1
Open
May 16, 2024
IMPINJ
―
▲ 128.86%
3
Close
May 15, 2024
Intuitive Machines
2.22%
▼ 21.23%
3
Buy
May 15, 2024
NEXTracker, Inc. Class A
2.58%
▲ 19.99%
1
Open
May 15, 2024
Intuitive Surgical
2.82%
▲ 49.55%
3
Buy
May 10, 2024
Nordson
2.74%
▼ 15.63%
1
Open
May 10, 2024
ServiceNow
3.07%
▲ 46.33%
3
Buy
May 09, 2024
Brookfield Renewable Partners
1.63%
▲ 2.45%
1
Open
May 09, 2024
Nextera Energy Partners
1.97%
▲ 4.17%
1
Open
May 09, 2024
Samsara
3.57%
▼ 13.04%
2
Buy
May 04, 2024
Adobe
2.08%
▲ 24.98%
3
Buy
May 03, 2024
Salesforce
2.74%
▲ 31.80%
3
Buy
May 03, 2024
Rocket Companies
1.62%
▲ 4.51%
1
Open
May 03, 2024
SoundHound AI, Inc Class A
1.18%
▲ 12.22%
1
Open
May 03, 2024
Tesla
3.33%
▲ 19.35%
6
Open
Apr 29, 2024
Enphase Energy
2.09%
▲ 12.34%
1
Open
Apr 29, 2024
Home Depot
4.89%
▲ 7.51%
3
Buy
Apr 24, 2024