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JAS - New Portfolio

James Schofield

JAS
Individual Investor
Ranked #39,470 out of 769,291 TipRanks' Investors
Success Rate
73%
144 out of 197
profitable transactions
Average Return
21.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.85%
6-Month Return▲ 22.00%
12-Month Return▲ 77.78%
YTD Return▲ 71.78%
Total Return▲ 119.96%

Best Trade

Opened at
Closed at-
Gain▲ 274.63%

Bio

A small portfolio of big tech stocks to start with (I am a new trader) and will then graduate to hold value companies with good dividends history.

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 6.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.85%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 5.08%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.01%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.06%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.18%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.27%
▲ 11.46%▲ 5.06%▲ 11.98%
▼ 2.25%▲ 3.53%▲ 9.85%
▲ 25.72%▲ 1.21%▼ 5.08%
▼ 4.22%▲ 2.34%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 4.01%
▲ 5.70%▼ 0.89%▲ 2.06%
▲ 37.60%▲ 4.40%▲ 7.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
3.91%
▼ 0.46%
19
Buy
Nov 17, 2024
Broadcom
2.65%
▲ 3.95%
25
Open
Nov 17, 2024
Palantir Technologies
4.73%
▲ 8.12%
5
Buy
Nov 17, 2024
ARM Holdings PLC ADR
▼ 6.41%
5
Close
Nov 17, 2024
Cloudflare
▲ 4.71%
4
Close
Nov 17, 2024
Synopsys
▲ 0.38%
2
Close
Nov 17, 2024
Automatic Data Processing
1.58%
▲ 3.21%
3
Buy
Nov 08, 2024
Advanced Micro Devices
▲ 5.15%
3
Close
Nov 08, 2024
CrowdStrike Holdings
1.81%
▲ 6.68%
8
Buy
Nov 05, 2024
Marvell
0.92%
▲ 8.37%
2
Buy
Nov 05, 2024
Extreme Networks
▲ 0.66%
2
Close
Nov 05, 2024
Alphabet Class A
▲ 6.84%
31
Close
Nov 03, 2024
Microsoft
7.28%
▲ 9.83%
31
Sell
Oct 05, 2024
Mercadolibre
▼ 6.63%
3
Close
Oct 05, 2024
Meta Platforms
▲ 44.92%
29
Close
Sep 18, 2024
Nvidia
66.18%
▲ 108.43%
39
Sell
Aug 10, 2024
Amazon
10.93%
▲ 16.45%
28
Sell
Aug 07, 2024
Alibaba
▲ 13.08%
1
Close
Jun 13, 2024
Visa
▼ 0.27%
11
Close
May 02, 2024
Johnson & Johnson
▼ 0.17%
4
Close
Apr 27, 2024