New Portfolio - New Portfolio
James
New PortfolioIndividual Investor
Ranked #376,563 out of 880,682 TipRanks' Investors
Success Rate
14 out of 28
profitable transactions
profitable transactions
Average Return
38.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.04%
6-Month Return▼ 3.93%
12-Month Return▼ 9.20%
YTD Return▼ 8.51%
Total Return▲ 3.20%
Best Trade
Bio
This is a medium risk level portfolio of 100% U.S. equity exposure. I use fundamental and technical analysis to determine the best buy and sell points.
Performance
16.06%0-16.06%
▼ 0.82%
▼ 4.94%
▼ 5.56%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.76%
Apr 2026
▲ 15.50%
▲ 5.26%
▲ 2.79%
May 2026
▼ 5.57%
▼ 1.03%
▼ 3.17%
Jun 2026
▼ 4.52%
▲ 0.03%
▲ 5.13%
Jul 2026
▲ 11.68%
▲ 2.68%
▼ 2.85%
Aug 2026
▲ 3.10%
▼ 0.33%
▼ 12.54%
Sep 2026
▲ 1.28%
▲ 1.48%
▲ 1.47%
Oct 2026
▼ 0.82%▼ 4.94%▼ 5.56%
▲ 16.06%▲ 10.51%▲ 8.76%
▲ 15.50%▲ 5.26%▲ 2.79%
▼ 5.57%▼ 1.03%▼ 3.17%
▼ 4.52%▲ 0.03%▲ 5.13%
▲ 11.68%▲ 2.68%▼ 2.85%
▲ 3.10%▼ 0.33%▼ 12.54%
▲ 1.28%▲ 1.48%▲ 1.47%
Recent Activity
Civitas Resources
―
▲ 80.12%
2
Close
Jan 29, 2026
SM Energy
4.88%
▲ 100.73%
1
Open
Jan 29, 2026
Anywhere Real Estate ate
―
▲ 9.36%
2
Close
Jan 08, 2026
Compass
1.12%
▼ 22.35%
1
Open
Jan 08, 2026
VMware
―
▲ 21.71%
2
Close
Nov 21, 2023
Broadcom
16.48%
▲ 279.15%
1
Open
Nov 21, 2023
Sumo Logic
―
▼ 65.12%
2
Close
May 11, 2023
OneWater Marine
0.66%
▼ 71.06%
2
Buy
Feb 10, 2021
Nio
0.19%
▼ 93.89%
1
Open
Feb 02, 2021
CVS Health
1.2%
▲ 46.11%
1
Open
Feb 02, 2021
Beyond Meat
0.01%
▼ 99.85%
1
Open
Feb 02, 2021
Atlanticus Holdings
9.58%
▲ 221.93%
1
Open
Feb 02, 2021
General Motors
1.87%
▲ 62.77%
1
Open
Feb 02, 2021
Salesforce
2.07%
▼ 0.88%
1
Open
Feb 02, 2021
Alibaba
1.44%
▼ 55.90%
1
Open
Feb 02, 2021
Purple Innovation
0.01%
▼ 99.80%
1
Open
Feb 02, 2021
Uber Technologies
1.59%
▲ 24.41%
1
Open
Feb 02, 2021
Sea
0.42%
▼ 61.06%
1
Open
Feb 02, 2021
Block
0.34%
▼ 66.95%
1
Open
Feb 02, 2021
Qifu Technology
1.16%
▼ 56.41%
1
Open
Feb 02, 2021