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New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #409,962 out of 793,704 TipRanks' Investors
Success Rate
41%
32 out of 79
profitable transactions
Average Return
1.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.37%
6-Month Return▼ 4.16%
12-Month Return▼ 19.65%
YTD Return▼ 32.62%
Total Return▼ 24.87%

Best Trade

Opened at
Closed at
Gain▲ 380.97%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.59%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 3.87%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 12.83%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 16.29%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 9.88%
Dec 2024
▲ 5.88%
▲ 2.69%
▼ 5.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 15.45%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 15.37%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.59%
▲ 2.93%▲ 2.10%▼ 3.87%
▲ 10.00%▼ 0.89%▲ 12.83%
▲ 26.01%▲ 5.96%▲ 16.29%
▲ 5.34%▼ 2.41%▲ 9.88%
▲ 5.88%▲ 2.69%▼ 5.83%
▼ 12.86%▼ 1.27%▼ 15.45%
▲ 5.30%▼ 4.02%▼ 15.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
24.95%
▲ 8.39%
6
Sell
Feb 18, 2025
Nvidia
38.74%
▲ 3.26%
6
Buy
Feb 18, 2025
Oric Pharmaceuticals
6.8%
▼ 11.06%
4
Buy
Feb 17, 2025
Vor Biopharma
6.33%
▼ 43.26%
7
Buy
Feb 17, 2025
SoundHound AI, Inc Class A
0%
▲ 111.30%
7
Sell
Feb 17, 2025
Tenaya Therapeutics
2.49%
▼ 49.63%
9
Buy
Nov 08, 2024
TScan Therapeutics
0.93%
▼ 74.66%
5
Buy
Nov 07, 2024
Twilio
0%
▲ 63.67%
2
Sell
Nov 02, 2024
Omnicell
0%
▼ 16.33%
2
Sell
Oct 30, 2024
Leap Therapeutics
0.82%
▼ 84.87%
5
Sell
Oct 29, 2024
Meta Platforms
0%
▲ 4.71%
1
Open
Oct 18, 2024
Walt Disney
0%
▼ 5.56%
3
Sell
Sep 19, 2024
Amprius Technologies Inc
6.6%
▲ 112.46%
3
Buy
Sep 15, 2024
Pliant Therapeutics
0.43%
▼ 91.62%
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