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New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #197,133 out of 832,409 TipRanks' Investors
Success Rate
52%
43 out of 83
profitable transactions
Average Return
38.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.40%
6-Month Return▲ 99.13%
12-Month Return▲ 37.94%
YTD Return▲ 36.82%
Total Return▲ 46.98%

Best Trade

Opened at
Closed at-
Gain▲ 1155.47%

Bio

Performance

53.04%0-53.04%
▲ 11.63%
▲ 6.28%
▼ 0.36%
May 2025
▲ 9.25%
▲ 5.14%
▲ 53.04%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 15.47%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.15%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 18.96%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.34%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 4.30%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.63%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▼ 0.36%
▲ 9.25%▲ 5.14%▲ 53.04%
▲ 7.60%▲ 2.30%▲ 15.47%
▲ 2.76%▲ 2.05%▲ 7.15%
▲ 12.88%▲ 3.56%▲ 18.96%
▲ 10.96%▲ 2.38%▲ 2.34%
▼ 3.44%▲ 0.19%▼ 4.30%
▼ 0.68%▼ 0.24%▲ 0.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vor Biopharma
4.42%
▼ 47.04%
9
Sell
Apr 14, 2025
TScan Therapeutics
1.19%
▼ 69.59%
6
Buy
Apr 13, 2025
SoundHound AI, Inc Class A
2.73%
▲ 154.84%
8
Buy
Apr 13, 2025
Nvidia
43.01%
▲ 61.63%
7
Buy
Apr 13, 2025
Amazon
17.29%
▲ 21.75%
6
Sell
Feb 18, 2025
Oric Pharmaceuticals
6.26%
▲ 32.64%
4
Buy
Feb 17, 2025
Tenaya Therapeutics
1.89%
▼ 45.88%
9
Buy
Nov 08, 2024
Twilio
0%
▲ 113.66%
2
Sell
Nov 02, 2024
Omnicell
0%
▲ 3.81%
2
Sell
Oct 30, 2024
Cypherpunk Technologies
2%
▼ 40.14%
5
Sell
Oct 29, 2024
Meta Platforms
0%
▲ 12.11%
1
Open
Oct 18, 2024
Walt Disney
0%
▲ 5.37%
3
Sell
Sep 19, 2024
Amprius Technologies Inc
15.07%
▲ 685.73%
3
Buy
Sep 15, 2024
Pliant Therapeutics
0.22%
▼ 93.17%
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