KeepingBuyandHold1 - New Portfolio

JAMES

KeepingBuyandHold1
Individual Investor
Ranked #170,300 out of 766,001 TipRanks' Investors
Success Rate
45%
27 out of 60
profitable transactions
Average Return
43.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.43%
6-Month Return▲ 35.26%
12-Month Return▲ 84.46%
YTD Return▲ 60.80%
Total Return▲ 222.27%

Best Trade

Opened at
Closed at
Gain▲ 535.19%

Bio

Made for long-term and Swing-trading money math.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 0.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.63%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.69%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 19.45%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.31%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 1.53%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 0.48%
▲ 11.46%▲ 5.06%▲ 11.94%
▼ 2.25%▲ 3.53%▼ 0.28%
▲ 25.72%▲ 1.21%▲ 0.63%
▼ 4.22%▲ 2.34%▲ 4.69%
▲ 7.82%▲ 2.10%▲ 19.45%
▲ 6.02%▼ 0.89%▲ 2.31%
▲ 5.59%▲ 5.20%▲ 1.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Capricor Therapeutics
3.82%
▲ 139.46%
5
Buy
Jun 12, 2024
CytoDyn
0.15%
▼ 51.00%
5
Buy
Jun 12, 2024
Viridian Therapeutics
0%
▲ 99.13%
1
Open
Jun 12, 2024
Oruka Therapeutics
0%
▲ 58.74%
4
Open
Jun 11, 2024
fuboTV
0%
▲ 12.70%
1
Open
Jun 11, 2024
Amazon
▲ 139.81%
3
Close
May 22, 2024
Bluelinx Holdings
▲ 535.19%
2
Close
May 22, 2024
Amgen
▲ 93.56%
2
Close
May 22, 2024
Nio
▼ 26.20%
2
Close
May 22, 2024
Block
▼ 2.32%
2
Close
May 22, 2024
Gates Industrial
0%
▲ 68.14%
2
Sell
May 22, 2024
Accelerate Diagnostics
▼ 99.04%
2
Close
May 22, 2024
Mesoblast
0%
▲ 120.44%
3
Sell
May 22, 2024
Novavax
▼ 85.88%
2
Close
May 22, 2024
NovoCure
▼ 78.12%
2
Close
May 22, 2024
Tyson Foods
▲ 11.43%
2
Close
May 22, 2024
ONE Gas
▼ 18.30%
2
Close
May 22, 2024
Energy Transfer
▼ 0.10%
2
Close
May 22, 2024
Black Stone Minerals
▼ 1.55%
2
Close
May 22, 2024
Assertio Therapeutics
0%
▼ 85.06%
2
Sell
May 06, 2024