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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #312,455 out of 812,326 TipRanks' Investors
Success Rate
63%
25 out of 40
profitable transactions
Average Return
5.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.58%
6-Month Return-
12-Month Return-
YTD Return▲ 12.31%
Total Return▲ 12.31%

Best Trade

Opened at
Closed at-
Gain▲ 50.71%

Bio

Performance

27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 1.30%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.48%
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%
▲ 27.86%▲ 2.30%▲ 1.30%
▲ 0.42%▲ 0.11%▼ 0.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NatWest Group
12.34%
▲ 6.14%
4
Buy
Jul 23, 2025
City of London Investment
3.43%
▲ 2.35%
2
Buy
Jul 20, 2025
Taylor Wimpey
22.7%
▼ 12.71%
4
Buy
Jul 19, 2025
Legal & General
11.38%
▲ 4.76%
4
Buy
Jul 19, 2025
B&M European Value Retail SA
9.51%
▼ 13.57%
4
Buy
Jul 19, 2025
Tesco plc
11.63%
▲ 11.63%
5
Buy
Jun 28, 2025
Keller Group plc
8.12%
▼ 10.06%
5
Buy
Jun 28, 2025
Foresight Group Holdings Ltd.
9.89%
▲ 17.79%
4
Buy
Jun 14, 2025
Begbies Traynor
5.58%
▲ 23.50%
3
Buy
Jun 14, 2025
International Personal Finance
5.43%
▲ 42.89%
3
Buy
May 17, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
Nordea Bank Abp
▼ 0.54%
2
Close
Apr 30, 2025