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New Portfolio - New Portfolio

James Robertson

New Portfolio
Individual Investor
Ranked #334,998 out of 808,802 TipRanks' Investors
Success Rate
62%
21 out of 34
profitable transactions
Average Return
5.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.93%
6-Month Return-
12-Month Return-
YTD Return▲ 12.60%
Total Return▲ 12.60%

Best Trade

Opened at
Closed at-
Gain▲ 30.95%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.26%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.35%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.12%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.08%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 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%
▲ 14.83%▲ 1.65%▲ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taylor Wimpey
24.13%
▼ 5.47%
3
Buy
Jul 02, 2025
Tesco plc
12.82%
▲ 11.95%
5
Buy
Jun 28, 2025
Keller Group plc
9.26%
▼ 6.73%
5
Buy
Jun 28, 2025
B&M European Value Retail SA
8.94%
▼ 11.77%
3
Buy
Jun 25, 2025
Foresight Group Holdings Ltd.
10.86%
▲ 17.66%
4
Buy
Jun 14, 2025
Begbies Traynor
6.16%
▲ 24.01%
3
Buy
Jun 14, 2025
International Personal Finance
5.06%
▲ 21.08%
3
Buy
May 17, 2025
Legal & General
10.14%
▲ 7.03%
3
Buy
May 13, 2025
NatWest Group
9.55%
▲ 1.84%
2
Buy
May 13, 2025
Glencore
▲ 3.01%
2
Close
May 10, 2025
City of London Investment
3.07%
▼ 4.79%
1
Open
May 10, 2025
Nordea Bank Abp
▼ 0.54%
2
Close
Apr 30, 2025