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New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #153,070 out of 859,217 TipRanks' Investors
Success Rate
52%
43 out of 83
profitable transactions
Average Return
51.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.44%
6-Month Return▼ 6.11%
12-Month Return▲ 144.28%
YTD Return▲ 9.29%
Total Return▲ 53.87%

Best Trade

Opened at
Closed at-
Gain▲ 1958.69%

Bio

Performance

18.96%0-18.96%
▲ 12.88%
▲ 3.56%
▲ 18.96%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.34%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.43%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 3.45%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.12%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.16%
Feb 2026
▲ 0.60%
▼ 4.94%
▲ 2.96%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 6.24%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 18.96%
▲ 10.96%▲ 2.38%▲ 2.34%
▼ 3.68%▲ 0.19%▼ 4.43%
▼ 0.10%▲ 0.08%▼ 3.45%
▲ 4.06%▲ 1.47%▲ 2.12%
▼ 1.12%▼ 0.86%▼ 2.16%
▲ 0.60%▼ 4.94%▲ 2.96%
▲ 10.48%▲ 6.78%▲ 6.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Astria Therapeutics
▲ 46.28%
2
Close
Jan 26, 2026
Vor Biopharma
4.9%
▼ 32.81%
9
Sell
Apr 14, 2025
TScan Therapeutics
1.09%
▼ 68.08%
6
Buy
Apr 13, 2025
SoundHound AI, Inc Class A
1.43%
▲ 52.46%
8
Buy
Apr 13, 2025
Nvidia
42.28%
▲ 81.48%
7
Buy
Apr 13, 2025
Amazon
16.67%
▲ 34.04%
6
Sell
Feb 18, 2025
Oric Pharmaceuticals
6.15%
▲ 48.90%
4
Buy
Feb 17, 2025
Tenaya Therapeutics
1.44%
▼ 48.50%
9
Buy
Nov 08, 2024
Twilio
0%
▲ 99.32%
2
Sell
Nov 02, 2024
Omnicell
0%
▼ 14.01%
2
Sell
Oct 30, 2024
Cypherpunk Technologies
1.16%
▼ 60.51%
5
Sell
Oct 29, 2024
Meta Platforms
0%
▲ 15.48%
1
Open
Oct 18, 2024
Walt Disney
0%
▼ 2.48%
3
Sell
Sep 19, 2024
Amprius Technologies Inc
21.63%
▲ 1,188.43%
3
Buy
Sep 15, 2024
Pliant Therapeutics
0.2%
▼ 92.79%
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