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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #299,868 out of 815,805 TipRanks' Investors
Success Rate
65%
26 out of 40
profitable transactions
Average Return
6.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.85%
6-Month Return-
12-Month Return-
YTD Return▲ 13.75%
Total Return▲ 13.75%

Best Trade

Opened at
Closed at-
Gain▲ 48.06%

Bio

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.35%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.12%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 1.07%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 1.03%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%▼ 1.26%
▲ 12.20%▲ 6.28%▲ 8.35%
▲ 6.24%▲ 5.14%▲ 4.12%
▲ 27.88%▲ 2.30%▲ 1.07%
▲ 6.52%▲ 2.30%▲ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NatWest Group
12.68%
▲ 10.55%
4
Buy
Jul 23, 2025
City of London Investment
3.49%
▲ 4.79%
2
Buy
Jul 20, 2025
Taylor Wimpey
21.87%
▼ 15.40%
4
Buy
Jul 19, 2025
Legal & General
11.19%
▲ 6.15%
4
Buy
Jul 19, 2025
B&M European Value Retail SA
10.34%
▼ 5.40%
4
Buy
Jul 19, 2025
Tesco plc
11.88%
▲ 14.78%
5
Buy
Jun 28, 2025
Keller Group plc
7.84%
▼ 11.41%
5
Buy
Jun 28, 2025
Foresight Group Holdings Ltd.
10.01%
▲ 19.98%
4
Buy
Jun 14, 2025
Begbies Traynor
5.47%
▲ 21.96%
3
Buy
Jun 14, 2025
International Personal Finance
5.21%
▲ 40.37%
3
Buy
May 17, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
Nordea Bank Abp
▼ 0.54%
2
Close
Apr 30, 2025