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New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #324,991 out of 788,370 TipRanks' Investors
Success Rate
49%
39 out of 79
profitable transactions
Average Return
12.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 19.85%
6-Month Return▲ 12.53%
12-Month Return▲ 7.28%
YTD Return▼ 19.90%
Total Return▼ 9.84%

Best Trade

Opened at
Closed at-
Gain▲ 436.98%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 14.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.59%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 3.87%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 12.83%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 16.29%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 10.91%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 9.35%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 11.64%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 14.77%
▼ 13.14%▲ 2.34%▼ 0.59%
▲ 2.93%▲ 2.10%▼ 3.87%
▲ 9.99%▼ 0.89%▲ 12.83%
▲ 26.03%▲ 5.96%▲ 16.29%
▲ 5.97%▼ 2.41%▲ 10.91%
▲ 5.25%▲ 2.69%▼ 9.35%
▼ 9.08%▲ 1.42%▼ 11.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
22.42%
▲ 16.58%
6
Sell
Feb 18, 2025
Nvidia
39.05%
▲ 24.56%
6
Buy
Feb 18, 2025
Oric Pharmaceuticals
6.94%
▲ 8.60%
4
Buy
Feb 17, 2025
Vor Biopharma
9.48%
▲ 1.62%
7
Buy
Feb 17, 2025
SoundHound AI, Inc Class A
0%
▲ 145.33%
7
Sell
Feb 17, 2025
Tenaya Therapeutics
3.34%
▼ 39.76%
9
Buy
Nov 08, 2024
TScan Therapeutics
1.16%
▼ 62.07%
5
Buy
Nov 07, 2024
Twilio
0%
▲ 83.75%
2
Sell
Nov 02, 2024
Omnicell
0%
▼ 5.99%
2
Sell
Oct 30, 2024
Leap Therapeutics
0.9%
▼ 80.05%
5
Sell
Oct 29, 2024
Meta Platforms
0%
▲ 18.67%
1
Open
Oct 18, 2024
Walt Disney
0%
▲ 2.16%
3
Sell
Sep 19, 2024
Amprius Technologies Inc
5.61%
▲ 116.06%
3
Buy
Sep 15, 2024
Pliant Therapeutics
0.73%
▼ 82.91%
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