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New Portfolio - New Portfolio

James Ryan Wortman

New Portfolio
Individual Investor
Ranked #448,101 out of 809,057 TipRanks' Investors
Success Rate
50%
23 out of 46
profitable transactions
Average Return
1.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 27.77%
6-Month Return▲ 62.13%
12-Month Return▲ 113.44%
YTD Return▲ 88.45%
Total Return▲ 47.62%

Best Trade

Opened at
Closed at-
Gain▲ 149.83%

Bio

Looking for future development and capitalize on smart mergers. Have to be confident even when I think its going south fast but confidence and research. I pay attention to strong mergers and its what I have seen work the best.

Performance

24.76%0-24.76%
▲ 5.10%
▼ 2.41%
▼ 1.69%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 16.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.81%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.18%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.25%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 15.62%
May 2025
▲ 6.24%
▲ 5.14%
▲ 24.57%
Jun 2025
▲ 16.05%
▲ 1.57%
▲ 24.76%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.69%
▲ 6.03%▲ 2.69%▲ 16.18%
▼ 12.86%▼ 1.27%▼ 6.81%
▼ 1.80%▼ 5.57%▼ 6.18%
▲ 1.84%▼ 0.87%▲ 3.25%
▲ 12.20%▲ 6.28%▲ 15.62%
▲ 6.24%▲ 5.14%▲ 24.57%
▲ 16.05%▲ 1.57%▲ 24.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EnLink Midstream
▲ 121.14%
2
Close
Jan 30, 2025
Oneok
0.12%
▼ 14.64%
1
Open
Jan 30, 2025
Barnes Group
▲ 5.88%
3
Close
Jan 24, 2025
ZipRecruiter
0.05%
▼ 84.55%
2
Buy
Nov 23, 2021
Above Food Ingredients
0%
▼ 72.28%
1
Open
Nov 23, 2021
Wishpond Technologies
0.01%
▼ 86.09%
2
Buy
Nov 22, 2021
Wells Fargo Fundamental Small Cap Growth Fund R6
0.18%
▼ 23.89%
2
Buy
Nov 15, 2021
AMCAP Fund, Class C Shares
0.35%
▲ 13.36%
2
Buy
Nov 15, 2021
ARK Space Exploration & Innovation ETF
0%
▲ 30.98%
1
Open
Nov 15, 2021
BlackRock 80/20 Target Allocation Fund, Investor A
0.18%
▲ 12.58%
1
Open
Nov 15, 2021
BlackBerry
0%
▼ 63.86%
1
Open
Nov 15, 2021
Allspring Income Opportunities Fund
0.07%
▲ 11.38%
2
Buy
Nov 15, 2021
Western Asset Premier Bond Fund Premier Bond Fund
0.11%
▼ 0.37%
2
Buy
Nov 15, 2021
Blackrock Long-Term Municipal Advantage Trust
0.09%
▼ 24.90%
1
Open
Nov 15, 2021
Armor Minerals Inc
0.01%
▼ 31.62%
1
Open
Nov 15, 2021
Spotify
6.88%
▲ 149.83%
1
Open
Nov 15, 2021
Dow Inc
0.28%
▼ 41.59%
1
Open
Nov 15, 2021
BTCS
0.06%
▼ 13.14%
2
Buy
Nov 15, 2021
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.08%
▲ 13.84%
1
Open
Nov 15, 2021
Raymond James Financial
1.59%
▲ 70.94%
1
Open
Nov 15, 2021