tiprankstipranks

New Portfolio - New Portfolio

KenJames

New Portfolio
Individual Investor
Ranked #67,263 out of 793,101 TipRanks' Investors
Success Rate
92%
12 out of 13
profitable transactions
Average Return
61.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.44%
6-Month Return▲ 5.50%
12-Month Return▲ 24.84%
YTD Return▼ 3.34%
Total Return▲ 98.94%

Best Trade

Opened at
Closed at-
Gain▲ 211.95%

Bio

AAPL, NVDA, LMT, LRCX, MSFT, XOM, CVX, IIPR, TSLA, OXY, RONI, META. TSM, I hold all these companies in my portfolio but my best holding is LMT which I purchased back in 1984 for $2.87 2,000 shares and still hold every share.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.82%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.25%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.83%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.99%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 1.62%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 2.57%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.12%
Feb 2025
▲ 2.82%
▼ 4.80%
▼ 2.73%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.82%
▲ 2.93%▲ 2.10%▲ 2.25%
▲ 10.00%▼ 0.89%▲ 2.83%
▲ 26.01%▲ 5.96%▲ 4.99%
▲ 5.39%▼ 2.41%▲ 1.62%
▲ 5.83%▲ 2.69%▲ 2.57%
▼ 12.86%▼ 1.27%▼ 3.12%
▲ 2.82%▼ 4.80%▼ 2.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco QQQ Trust
0%
▲ 0.84%
1
Open
Sep 30, 2024
Meta Platforms
0%
▲ 8.29%
1
Open
Sep 30, 2024
SPDR S&P 500 ETF Trust
0%
▲ 0.69%
1
Open
Sep 30, 2024
Microsoft
0%
▼ 8.28%
1
Open
Sep 30, 2024
Nvidia
100%
▲ 157.77%
2
Buy
Jan 22, 2024
Salesforce
0%
▲ 56.45%
1
Open
Mar 05, 2023
Trinity Capital
0%
▲ 50.70%
1
Open
Mar 03, 2023
Alphabet Class A
0%
▲ 87.47%
1
Open
Feb 26, 2023
Amazon
0%
▲ 98.92%
1
Open
Feb 05, 2023
Apple
0%
▲ 47.17%
1
Open
Feb 05, 2023
TSMC
0%
▲ 103.13%
1
Open
Feb 05, 2023
Altria Group
0%
▲ 43.70%
1
Open
Feb 01, 2023