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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #139,434 out of 800,430 TipRanks' Investors
Success Rate
84%
21 out of 25
profitable transactions
Average Return
3.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.41%
6-Month Return-
12-Month Return-
YTD Return▲ 6.41%
Total Return▲ 6.41%

Best Trade

Opened at
Closed at-
Gain▲ 11.86%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.42%
▼ 2.41%
Dec 2024
▲ 6.01%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.26%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 7.76%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.42%▼ 2.41%
▲ 6.01%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.76%▼ 0.87%▼ 1.26%
▲ 11.20%▲ 5.11%▲ 7.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesco plc
14.07%
▲ 5.54%
4
Buy
May 17, 2025
International Personal Finance
5.38%
▲ 6.05%
3
Buy
May 17, 2025
Foresight Group Holdings Ltd.
9.2%
▲ 0.78%
3
Buy
May 17, 2025
Keller Group plc
9.45%
▲ 3.58%
3
Buy
May 17, 2025
Legal & General
11.66%
▲ 1.53%
3
Buy
May 13, 2025
NatWest Group
12.12%
▲ 6.53%
2
Buy
May 13, 2025
Taylor Wimpey
30.03%
▲ 2.08%
2
Buy
May 10, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
Begbies Traynor
4.2%
▲ 3.77%
2
Buy
May 10, 2025
City of London Investment
3.9%
▼ 0.27%
1
Open
May 10, 2025
Nordea Bank Abp
▼ 0.54%
2
Close
Apr 30, 2025