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LT Growth - New Portfolio

James D

LT Growth
Individual Investor
Ranked #23,236 out of 723,149 TipRanks' Investors
Success Rate
73%
47 out of 64
profitable transactions
Average Return
43.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.72%
6-Month Return▲ 34.45%
12-Month Return▲ 49.32%
YTD Return▲ 9.18%
Total Return▲ 40.63%

Best Trade

Opened at
Closed at-
Gain▲ 210.07%

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%
▼ 8.63%
▼ 1.63%
▼ 6.87%
Aug 2023
▼ 4.52%
▼ 4.74%
▼ 7.07%
Sep 2023
▼ 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
▲ 2.73%
▲ 2.43%
▲ 1.37%
Mar 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 8.63%▼ 1.63%▼ 6.87%
▼ 4.52%▼ 4.74%▼ 7.07%
▼ 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%
▲ 2.73%▲ 2.43%▲ 1.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Advanced Micro Devices
5.43%
▲ 164.03%
4
Buy
Mar 28, 2024
Samsara
4.81%
▼ 1.74%
1
Open
Mar 12, 2024
Amgen
5.97%
▲ 3.97%
1
Open
Mar 11, 2024
Marqeta
0.97%
▼ 20.87%
1
Open
Feb 28, 2024
Oracle
7.84%
▲ 46.23%
3
Buy
Feb 27, 2024
Intuitive Machines
2.87%
▼ 28.26%
1
Open
Feb 23, 2024
Booking Holdings
15.33%
▲ 49.37%
4
Buy
Feb 14, 2024
Taiwan Semiconductor Manufacturing
5.7%
▲ 68.45%
4
Buy
Feb 14, 2024
Toast Inc
10.15%
▲ 30.32%
1
Open
Feb 02, 2024
NextEra Energy
▼ 29.34%
3
Close
Jan 20, 2024
Lemonade
▼ 35.42%
4
Close
Jan 20, 2024
Palantir Technologies
▲ 129.47%
4
Close
Jan 20, 2024
American Airlines
▼ 4.13%
4
Close
Jan 20, 2024
GoodYear Tire
▲ 30.19%
2
Close
Jan 20, 2024
Albemarle
7.52%
▲ 7.01%
1
Open
Jan 20, 2024
Tesla
▲ 28.55%
5
Close
Jun 14, 2023
3M
▼ 12.31%
3
Close
Jun 14, 2023
Formfactor
0.94%
▲ 83.44%
1
Open
Dec 05, 2022
Amazon
3.75%
▲ 61.84%
3
Buy
Nov 24, 2022
Home Depot
1.61%
▲ 26.61%
2
Buy
Nov 17, 2022