tiprankstipranks

New Portfolio - New Portfolio

James Robinson

New Portfolio
Individual Investor
Ranked #264,996 out of 731,625 TipRanks' Investors
Success Rate
51%
130 out of 255
profitable transactions
Average Return
2.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.72%
6-Month Return▲ 22.00%
12-Month Return▲ 46.14%
YTD Return▲ 2.18%
Total Return▼ 20.08%

Best Trade

Opened at
Closed at
Gain▲ 259.69%

Bio

This is my investment portfolio, I am a long term investor, although, their are times i make swing trades. I started investing 5 yrs ago.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.01%
Sep 2023
▼ 6.45%
▼ 2.17%
▲ 0.53%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.52%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.33%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.01%
▼ 6.45%▼ 2.17%▲ 0.53%
▲ 9.22%▲ 9.13%▲ 11.52%
▲ 5.14%▲ 4.57%▲ 11.69%
▼ 1.87%▲ 1.59%▲ 0.10%
▲ 14.08%▲ 5.22%▲ 11.03%
▲ 5.05%▲ 3.27%▲ 1.58%
▼ 12.40%▼ 4.03%▼ 9.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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iShares International Treasury Bond ETF
▼ 21.48%
3
Close
Feb 25, 2024
Fidelity Total Market Index Fund
0.99%
▼ 0.48%
2
Buy
Feb 25, 2024
SoFi Technologies
▲ 12.50%
7
Close
Feb 12, 2024
Roblox
▼ 10.10%
5
Close
Feb 12, 2024
Apple
5.79%
▼ 1.44%
8
Buy
Feb 12, 2024
G1 Therapeutics
▲ 7.87%
15
Close
Feb 12, 2024
Archer Aviation
2.26%
▼ 20.04%
7
Open
Feb 12, 2024
Robinhood Markets
7.39%
▼ 24.95%
4
Open
Feb 12, 2024
Salesforce
▲ 21.42%
4
Close
Feb 12, 2024
Vanguard Total Stock Market ETF
▲ 24.01%
3
Close
Feb 12, 2024
Microsoft
3.38%
▲ 18.00%
3
Buy
Feb 12, 2024
Amazon
22.09%
▲ 46.96%
3
Buy
Feb 12, 2024
Meta Platforms
6.51%
▲ 56.88%
3
Buy
Feb 12, 2024
Alphabet Class A
4.53%
▲ 38.59%
3
Buy
Feb 12, 2024
Nvidia
6.53%
▲ 130.21%
3
Buy
Feb 12, 2024
Advanced Micro Devices
4.7%
▲ 29.16%
3
Buy
Feb 12, 2024
Amplify Transformational Data Sharing ETF
6.21%
▲ 37.80%
3
Buy
Feb 12, 2024
AI Powered Equity ETF
1.5%
▲ 15.66%
3
Buy
Feb 12, 2024
Walmart
▲ 12.13%
2
Close
Feb 12, 2024
Target
▼ 2.63%
2
Close
Feb 12, 2024