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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #158,772 out of 858,971 TipRanks' Investors
Success Rate
78%
31 out of 40
profitable transactions
Average Return
18.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.59%
6-Month Return▲ 6.71%
12-Month Return-
YTD Return▲ 4.43%
Total Return▲ 25.28%

Best Trade

Opened at
Closed at-
Gain▲ 86.30%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.55%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.24%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.87%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.82%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.96%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.28%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 5.39%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.48%
▲ 10.96%▲ 2.38%▼ 1.55%
▼ 3.68%▲ 0.19%▲ 1.24%
▼ 0.10%▲ 0.08%▲ 1.87%
▲ 4.06%▲ 1.47%▲ 1.82%
▼ 1.12%▼ 0.86%▲ 4.96%
▲ 0.60%▼ 4.94%▼ 7.28%
▲ 7.53%▲ 5.50%▲ 5.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NatWest Group
14.07%
▲ 31.41%
4
Buy
Jul 23, 2025
City of London Investment
3.8%
▲ 27.50%
2
Buy
Jul 20, 2025
Taylor Wimpey
18.56%
▼ 19.97%
4
Buy
Jul 19, 2025
Legal & General
11.19%
▲ 9.18%
4
Buy
Jul 19, 2025
B&M European Value Retail SA
7.12%
▼ 31.51%
4
Buy
Jul 19, 2025
Tesco plc
13.24%
▲ 33.04%
5
Buy
Jun 28, 2025
Keller Group plc
12.52%
▲ 45.53%
5
Buy
Jun 28, 2025
Foresight Group Holdings Ltd.
8.14%
▲ 6.10%
4
Buy
Jun 14, 2025
BTG Consulting
5.23%
▲ 24.56%
3
Buy
Jun 14, 2025
International Personal Finance
6.14%
▲ 76.62%
3
Buy
May 17, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
Nordea Bank Abp
▼ 0.53%
2
Close
Apr 30, 2025