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New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #132,300 out of 781,066 TipRanks' Investors
Success Rate
57%
43 out of 75
profitable transactions
Average Return
27.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.96%
6-Month Return▲ 40.10%
12-Month Return▲ 50.10%
YTD Return▼ 2.21%
Total Return▲ 10.07%

Best Trade

Opened at
Closed at-
Gain▲ 610.42%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 13.52%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 14.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.59%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 3.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 12.83%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.29%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 10.91%
Dec 2024
▲ 11.17%
▲ 1.96%
▼ 2.21%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 13.52%
▲ 8.13%▲ 1.21%▲ 14.77%
▼ 13.14%▲ 2.34%▼ 0.59%
▲ 2.93%▲ 2.10%▼ 3.87%
▲ 10.00%▼ 0.89%▲ 12.83%
▲ 26.04%▲ 5.96%▲ 16.29%
▲ 5.93%▼ 2.41%▲ 10.91%
▲ 11.17%▲ 1.96%▼ 2.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tenaya Therapeutics
3.44%
▼ 32.93%
9
Buy
Nov 08, 2024
SoundHound AI, Inc Class A
27.77%
▲ 224.57%
6
Buy
Nov 08, 2024
TScan Therapeutics
1.05%
▼ 58.05%
5
Buy
Nov 07, 2024
Amazon
15.19%
▲ 27.10%
4
Buy
Nov 03, 2024
Twilio
0%
▲ 79.94%
2
Sell
Nov 02, 2024
Oric Pharmaceuticals
4.58%
▲ 39.94%
3
Buy
Oct 30, 2024
Omnicell
0%
▲ 0.76%
2
Sell
Oct 30, 2024
Leap Therapeutics
3.92%
▲ 6.00%
5
Sell
Oct 29, 2024
Meta Platforms
0%
▲ 6.38%
1
Open
Oct 18, 2024
Nvidia
26.7%
▲ 33.36%
5
Buy
Sep 23, 2024
Walt Disney
0%
▲ 0.61%
3
Sell
Sep 19, 2024
Vor Biopharma
5.79%
▼ 0.22%
6
Sell
Sep 16, 2024
Amprius Technologies Inc
5.12%
▲ 141.99%
3
Buy
Sep 15, 2024
Pliant Therapeutics
2.17%
▼ 37.78%
2
Buy
Mar 15, 2024
CVS Health
▲ 5.08%
3
Close
Mar 12, 2024
Vanguard International Dividend Appreciation ETF
▲ 2.93%
3
Close
Mar 04, 2024
BridgeBio Pharma
▲ 19.61%
2
Close
Feb 16, 2024
ALX Oncology Holdings
▲ 118.74%
5
Close
Feb 16, 2024
Rivian Automotive
▼ 29.77%
2
Close
Feb 16, 2024
Vigil Neuroscience Inc
0.00%
2
Close
Feb 16, 2024