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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #117,784 out of 803,751 TipRanks' Investors
Success Rate
89%
23 out of 26
profitable transactions
Average Return
5.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.66%
6-Month Return-
12-Month Return-
YTD Return▲ 8.47%
Total Return▲ 8.47%

Best Trade

Opened at
Closed at-
Gain▲ 16.88%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 1.26%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.35%
May 2025
▲ 2.29%
▲ 1.29%
▲ 1.39%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.83%▼ 0.87%▼ 1.26%
▲ 12.21%▲ 6.28%▲ 8.35%
▲ 2.29%▲ 1.29%▲ 1.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Foresight Group Holdings Ltd.
9.79%
▲ 2.99%
4
Buy
Jun 14, 2025
Begbies Traynor
5.71%
▲ 16.26%
3
Buy
Jun 14, 2025
Keller Group plc
9.16%
▲ 1.65%
4
Buy
Jun 14, 2025
B&M European Value Retail SA
8.25%
▼ 9.64%
2
Buy
Jun 14, 2025
Tesco plc
12.6%
▲ 10.42%
4
Buy
May 17, 2025
International Personal Finance
4.66%
▲ 7.40%
3
Buy
May 17, 2025
Legal & General
10.44%
▲ 6.19%
3
Buy
May 13, 2025
NatWest Group
10.25%
▲ 5.30%
2
Buy
May 13, 2025
Taylor Wimpey
26.07%
▲ 3.53%
2
Buy
May 10, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
City of London Investment
3.07%
▼ 8.24%
1
Open
May 10, 2025
Nordea Bank Abp
▼ 0.54%
2
Close
Apr 30, 2025