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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #220,655 out of 832,419 TipRanks' Investors
Success Rate
75%
30 out of 40
profitable transactions
Average Return
8.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.31%
6-Month Return▲ 5.51%
12-Month Return-
YTD Return▲ 14.44%
Total Return▲ 14.44%

Best Trade

Opened at
Closed at-
Gain▲ 50.61%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.35%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.12%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.35%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.20%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.64%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.55%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 1.24%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 2.96%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.35%
▲ 9.25%▲ 5.14%▲ 4.12%
▲ 7.60%▲ 2.30%▲ 0.35%
▲ 2.76%▲ 2.05%▲ 0.20%
▲ 12.88%▲ 3.56%▲ 5.64%
▲ 10.96%▲ 2.38%▼ 1.55%
▼ 3.44%▲ 0.19%▲ 1.24%
▼ 0.68%▼ 0.24%▼ 2.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NatWest Group
14.52%
▲ 26.08%
4
Buy
Jul 23, 2025
City of London Investment
3.43%
▲ 8.31%
2
Buy
Jul 20, 2025
Taylor Wimpey
22.96%
▼ 7.43%
4
Buy
Jul 19, 2025
Legal & General
10.96%
▲ 3.50%
4
Buy
Jul 19, 2025
B&M European Value Retail SA
6.69%
▼ 37.73%
4
Buy
Jul 19, 2025
Tesco plc
12.45%
▲ 21.05%
5
Buy
Jun 28, 2025
Keller Group plc
9.68%
▲ 8.87%
5
Buy
Jun 28, 2025
Foresight Group Holdings Ltd.
8.91%
▲ 10.30%
4
Buy
Jun 14, 2025
Begbies Traynor
5.08%
▲ 15.63%
3
Buy
Jun 14, 2025
International Personal Finance
5.32%
▲ 42.79%
3
Buy
May 17, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
Nordea Bank Abp
▼ 0.54%
2
Close
Apr 30, 2025