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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #25,664 out of 730,199 TipRanks' Investors
Success Rate
63%
83 out of 132
profitable transactions
Average Return
37.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.02%
6-Month Return▲ 18.15%
12-Month Return▲ 16.48%
YTD Return▲ 4.63%
Total Return▲ 122.41%

Best Trade

Opened at
Closed at-
Gain▲ 808.43%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 6.69%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.13%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.22%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.44%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.83%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.53%
Mar 2024
▼ 14.09%
▼ 3.33%
▼ 0.69%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.69%
▼ 6.45%▼ 2.17%▼ 7.13%
▲ 9.22%▲ 9.13%▲ 6.22%
▲ 5.14%▲ 4.57%▲ 6.44%
▼ 1.87%▲ 1.59%▼ 0.83%
▲ 14.08%▲ 5.22%▲ 2.62%
▲ 5.05%▲ 3.27%▲ 3.53%
▼ 14.09%▼ 3.33%▼ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tesla
0.37%
▼ 14.97%
3
Buy
Feb 20, 2024
Sherritt International
0%
▼ 30.73%
3
Sell
Sep 15, 2023
E3 Metals
0.7%
▼ 43.27%
2
Buy
Sep 15, 2023
Flowserve
0%
▲ 114.96%
2
Sell
Sep 06, 2023
Eli Lilly & Co
1.67%
▲ 34.10%
1
Open
Aug 30, 2023
Liberty Global LiLAC
0%
▼ 13.84%
2
Sell
Aug 14, 2023
Mattel
2.63%
▼ 8.22%
3
Buy
Jul 19, 2023
ONEX Corporation
0%
▲ 34.51%
2
Sell
Jul 13, 2023
Nuvei Corp
0.15%
▼ 26.42%
3
Buy
Jul 13, 2023
AutoCanada
1.6%
▼ 19.97%
4
Buy
Jun 15, 2023
Nutrien
0%
▼ 39.54%
4
Sell
Jun 15, 2023
PHX Energy Services
0.17%
▲ 52.43%
1
Open
May 12, 2023
Virgin Galactic Holdings
0.04%
▼ 87.48%
3
Buy
May 11, 2023
ABB Ltd
0%
▲ 37.70%
1
Open
May 02, 2023
Accelleron Industries AG
0%
▲ 55.87%
1
Open
May 02, 2023
Caterpillar
0%
▲ 72.09%
1
Open
May 02, 2023
Dow Inc
0%
▲ 11.71%
1
Open
May 02, 2023
Eaton
0%
▲ 87.01%
1
Open
May 02, 2023
Schneider Electric
0%
▲ 38.40%
1
Open
May 02, 2023
Procter & Gamble
0%
▲ 6.61%
1
Open
May 02, 2023