New Portfolio - New Portfolio

James Benedict

New Portfolio
Individual Investor
Ranked #181,607 out of 764,150 TipRanks' Investors
Success Rate
58%
107 out of 185
profitable transactions
Average Return
10.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.44%
6-Month Return▼ 1.94%
12-Month Return▲ 36.59%
YTD Return▲ 4.96%
Total Return▲ 52.31%

Best Trade

Opened at
Closed at-
Gain▲ 520.84%

Bio

Heavy Disney as cost basis is very low. Amazon best performer. Paysign a fintech play. Bond funds. Cash. CSCO and Intel on comeback.

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 8.88%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.97%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.33%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.54%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.86%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.51%
Aug 2024
▲ 7.81%
▲ 2.10%
▼ 5.27%
Sep 2024
▲ 7.79%
▲ 1.09%
▲ 1.19%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 8.88%
▼ 12.40%▼ 4.03%▼ 5.97%
▲ 11.46%▲ 5.06%▼ 0.33%
▼ 2.25%▲ 3.53%▲ 1.54%
▲ 25.72%▲ 1.21%▲ 3.86%
▼ 4.21%▲ 2.34%▼ 3.51%
▲ 7.81%▲ 2.10%▼ 5.27%
▲ 7.79%▲ 1.09%▲ 1.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Camber Energy
▲ 44.65%
9
Close
Jun 10, 2024
Recon Technology
▼ 93.47%
4
Close
Jun 10, 2024
Safety Shot
▲ 1.32%
5
Close
Jun 10, 2024
Freeport-McMoRan
▲ 32.91%
2
Close
Jun 10, 2024
Global X Russell 2000 Covered Call ETF
▲ 1.48%
2
Close
Jun 10, 2024
American Express
▲ 11.52%
2
Close
Jun 10, 2024
US Bancorp
▼ 1.80%
2
Close
Jun 10, 2024
Apple
▲ 4.02%
13
Close
Mar 07, 2024
Danaher
▲ 6.84%
3
Close
Mar 07, 2024
JPMorgan Chase & Co.
▲ 26.96%
8
Close
Mar 07, 2024
Meta Platforms
▲ 24.45%
7
Close
Mar 07, 2024
Bank of America
0%
▲ 9.61%
4
Open
Feb 07, 2024
Chevron
0%
▲ 0.49%
1
Open
Feb 07, 2024
Kraft Heinz
0%
▼ 4.09%
1
Open
Feb 07, 2024
Coca-Cola
0%
▲ 12.39%
1
Open
Feb 07, 2024
Moody's
0%
▲ 14.07%
1
Open
Feb 07, 2024
Occidental Petroleum
0%
▼ 11.92%
1
Open
Feb 07, 2024
Canoo
0%
▼ 85.71%
1
Open
Dec 11, 2023
Devon Energy
▲ 3.95%
2
Close
Nov 15, 2022
Amazon
6.64%
▲ 30.69%
6
Sell
Aug 24, 2022