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New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #124,917 out of 812,655 TipRanks' Investors
Success Rate
54%
45 out of 83
profitable transactions
Average Return
42.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.70%
6-Month Return▲ 36.01%
12-Month Return▲ 74.65%
YTD Return▲ 16.06%
Total Return▲ 23.80%

Best Trade

Opened at
Closed at-
Gain▲ 784.93%

Bio

Performance

53.14%0-53.14%
▲ 6.03%
▲ 2.69%
▼ 6.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 15.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 21.97%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.91%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 0.43%
May 2025
▲ 6.24%
▲ 5.14%
▲ 53.14%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 15.47%
Jul 2025
▲ 5.17%
▲ 0.61%
▲ 4.04%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▼ 6.69%
▼ 12.86%▼ 1.27%▼ 15.46%
▼ 1.80%▼ 5.57%▼ 21.97%
▲ 1.84%▼ 0.87%▲ 2.91%
▲ 12.20%▲ 6.28%▼ 0.43%
▲ 6.24%▲ 5.14%▲ 53.14%
▲ 27.91%▲ 2.30%▲ 15.47%
▲ 5.17%▲ 0.61%▲ 4.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vor Biopharma
13.55%
▲ 67.66%
9
Sell
Apr 14, 2025
TScan Therapeutics
1.83%
▼ 51.52%
6
Buy
Apr 13, 2025
SoundHound AI, Inc Class A
3.59%
▲ 247.80%
8
Buy
Apr 13, 2025
Nvidia
43.15%
▲ 68.11%
7
Buy
Apr 13, 2025
Amazon
16.32%
▲ 19.12%
6
Sell
Feb 18, 2025
Oric Pharmaceuticals
5.92%
▲ 30.09%
4
Buy
Feb 17, 2025
Tenaya Therapeutics
1.46%
▼ 49.86%
9
Buy
Nov 08, 2024
Twilio
0%
▲ 48.59%
2
Sell
Nov 02, 2024
Omnicell
0%
▼ 27.03%
2
Sell
Oct 30, 2024
Leap Therapeutics
0.42%
▼ 87.03%
5
Sell
Oct 29, 2024
Meta Platforms
0%
▲ 33.18%
1
Open
Oct 18, 2024
Walt Disney
0%
▲ 6.26%
3
Sell
Sep 19, 2024
Amprius Technologies Inc
10.24%
▲ 453.83%
3
Buy
Sep 15, 2024
Pliant Therapeutics
0.29%
▼ 90.57%
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