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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #282,072 out of 827,859 TipRanks' Investors
Success Rate
68%
27 out of 40
profitable transactions
Average Return
10.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.38%
6-Month Return▲ 13.63%
12-Month Return-
YTD Return▲ 16.51%
Total Return▲ 16.51%

Best Trade

Opened at
Closed at-
Gain▲ 46.97%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.26%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 8.35%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.12%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.20%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.55%
Oct 2025
▼ 1.52%
▼ 0.09%
▼ 0.13%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 1.26%
▲ 11.64%▲ 6.28%▲ 8.35%
▲ 9.25%▲ 5.14%▲ 4.12%
▲ 7.60%▲ 2.30%▲ 0.67%
▲ 2.76%▲ 2.05%▲ 0.20%
▲ 12.88%▲ 3.56%▲ 5.46%
▲ 10.96%▲ 2.38%▼ 1.55%
▼ 1.52%▼ 0.09%▼ 0.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NatWest Group
14.27%
▲ 27.27%
4
Buy
Jul 23, 2025
City of London Investment
3.24%
▲ 5.16%
2
Buy
Jul 20, 2025
Taylor Wimpey
23.24%
▼ 3.75%
4
Buy
Jul 19, 2025
Legal & General
10.67%
▲ 3.58%
4
Buy
Jul 19, 2025
B&M European Value Retail SA
6.83%
▼ 36.05%
4
Buy
Jul 19, 2025
Tesco plc
12.7%
▲ 26.84%
5
Buy
Jun 28, 2025
Keller Group plc
8.62%
▼ 0.32%
5
Buy
Jun 28, 2025
Foresight Group Holdings Ltd.
10.27%
▲ 30.60%
4
Buy
Jun 14, 2025
Begbies Traynor
5.1%
▲ 19.30%
3
Buy
Jun 14, 2025
International Personal Finance
5.05%
▲ 39.34%
3
Buy
May 17, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
Nordea Bank Abp
▼ 0.54%
2
Close
Apr 30, 2025