tiprankstipranks

New Portfolio - New Portfolio

James ZH.

New Portfolio
Individual Investor
Ranked #179,968 out of 731,625 TipRanks' Investors
Success Rate
45%
80 out of 177
profitable transactions
Average Return
18.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.99%
6-Month Return▲ 25.97%
12-Month Return▲ 17.01%
YTD Return▲ 4.98%
Total Return▲ 47.80%

Best Trade

Opened at
Closed at
Gain▲ 677.03%

Bio

Seeking Equity appreciation with annual growth rate (ROI) at least above 25% with focus in Technology, BioMedical, Industrial and Consumer Staples.

Performance

16.93%0-16.93%
▼ 4.52%
▼ 4.74%
▼ 9.02%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 7.56%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.68%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 16.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.37%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.99%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 9.02%
▼ 6.45%▼ 2.17%▼ 7.56%
▲ 9.22%▲ 9.13%▲ 6.68%
▲ 5.14%▲ 4.57%▲ 16.93%
▼ 1.87%▲ 1.59%▼ 2.64%
▲ 14.08%▲ 5.22%▲ 10.37%
▲ 5.05%▲ 3.27%▲ 4.30%
▼ 12.40%▼ 4.03%▼ 6.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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CymaBay Therapeutics
▲ 488.76%
3
Close
Mar 25, 2024
MiX Telematics
▲ 76.00%
2
Close
Mar 25, 2024
Seagen
▲ 64.65%
2
Close
Dec 12, 2023
Western Asset Mortgage
▼ 55.26%
2
Close
Dec 05, 2023
AG Mortgage
0%
▲ 6.11%
1
Open
Dec 05, 2023
VMware
▲ 38.99%
2
Close
Nov 21, 2023
Broadcom
0%
▲ 27.79%
1
Open
Nov 21, 2023
Argo Group International Holdings
▼ 8.83%
2
Close
Nov 15, 2023
New Relic
▲ 79.36%
2
Close
Nov 07, 2023
Spectrum Pharmaceuticals
▼ 53.18%
2
Close
Jul 31, 2023
Assertio Therapeutics
0.06%
▼ 83.81%
1
Open
Jul 31, 2023
Berkshire Grey
▼ 60.67%
2
Close
Jul 19, 2023
Qutoutiao
▼ 99.40%
2
Close
Mar 27, 2023
Ping Identity Holding
▲ 23.97%
2
Close
Oct 17, 2022
Citrix Systems
▼ 24.22%
2
Close
Sep 26, 2022
Compugen
0.31%
▼ 66.10%
1
Open
Nov 12, 2021
C3ai
5.86%
▼ 61.67%
2
Buy
Nov 11, 2021
Franklin BSP Realty Trust
0%
▼ 1.81%
1
Open
Oct 19, 2021
Vishay Intertechnology
0.64%
▲ 4.58%
1
Open
Aug 09, 2021
DigitalOcean Holdings
1.02%
▼ 33.39%
1
Open
Aug 09, 2021