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New Portfolio - New Portfolio

PerformancePortfolio Details

James Ryan Wortman

New Portfolio
Individual Investor
Ranked #458,768 out of 858,971 TipRanks' Investors
Success Rate
52%
24 out of 46
profitable transactions
Average Return
4.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.18%
6-Month Return▼ 7.52%
12-Month Return▲ 96.29%
YTD Return▼ 3.57%
Total Return▲ 44.91%

Best Trade

AssetEnLink Mids... (ENLC)
Opened at
Closed at
Gain▲ 121.14%

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

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 4.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 2.57%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.27%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 7.25%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.95%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 7.40%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 4.95%
▲ 10.96%▲ 2.38%▲ 2.57%
▼ 3.68%▲ 0.19%▼ 2.61%
▼ 0.10%▲ 0.08%▼ 1.18%
▲ 4.06%▲ 1.47%▼ 2.27%
▼ 1.12%▼ 0.86%▼ 7.25%
▲ 0.60%▼ 4.94%▼ 0.95%
▲ 7.53%▲ 5.50%▲ 7.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ENLC
EnLink Midstream
―
▲ 121.14%
2
Close
Jan 30, 2025
OKE
Oneok
0.08%
▼ 8.83%
1
Open
Jan 30, 2025
~B
Barnes Group
―
▲ 5.88%
3
Close
Jan 24, 2025
ZIP
ZipRecruiter
0.01%
▼ 92.48%
2
Buy
Nov 23, 2021
ABVE
Above Food Ingredients
0%
▼ 91.50%
1
Open
Nov 23, 2021
WISH
Wishpond Technologies
0.01%
▼ 78.73%
2
Buy
Nov 22, 2021
EGWRX
Wells Fargo Fundamental Small Cap Growth Fund R6
0.12%
▼ 22.84%
2
Buy
Nov 15, 2021
AMPCX
AMCAP Fund, Class C Shares
0.23%
▲ 12.26%
2
Buy
Nov 15, 2021
ARKX
ARK Space Exploration & Innovation ETF
0%
▲ 53.15%
1
Open
Nov 15, 2021
BAAPX
BlackRock 80/20 Target Allocation Fund, Investor A
0.12%
▲ 36.99%
1
Open
Nov 15, 2021
BB
BlackBerry
0%
▼ 64.23%
1
Open
Nov 15, 2021
EAD
Allspring Income Opportunities Fund
0.04%
▲ 13.96%
2
Buy
Nov 15, 2021
WEA
Western Asset Premier Bond Fund Premier Bond Fund
0.07%
▲ 6.48%
2
Buy
Nov 15, 2021
BTA
Blackrock Long-Term Municipal Advantage Trust
0.06%
▼ 14.44%
1
Open
Nov 15, 2021
A.H
Armor Minerals Inc
0.01%
▼ 18.80%
1
Open
Nov 15, 2021
SPOT
Spotify
3.29%
▲ 81.08%
1
Open
Nov 15, 2021
DOW
Dow Inc
0.26%
▼ 13.88%
1
Open
Nov 15, 2021
BTCS
BTCS
0.01%
▼ 77.81%
2
Buy
Nov 15, 2021
JPC
Nuveen Preferred & Income Opportunities Fund of Benef Interest
0.05%
▲ 19.94%
1
Open
Nov 15, 2021
RJF
Raymond James Financial
0.98%
▲ 61.60%
1
Open
Nov 15, 2021