New Portfolio - New Portfolio

James Robinson

New Portfolio
Individual Investor
Ranked #287,917 out of 757,311 TipRanks' Investors
Success Rate
54%
161 out of 300
profitable transactions
Average Return
2.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.38%
6-Month Return▼ 5.39%
12-Month Return▲ 28.52%
YTD Return▲ 5.12%
Total Return▼ 17.77%

Best Trade

Opened at
Closed at-
Gain▲ 297.00%

Bio

This is my investment portfolio, I am a long term investor, although, their are times i make swing trades. I started investing 5 yrs ago.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 11.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.67%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.85%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 5.35%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 7.58%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 11.03%
▲ 5.05%▲ 3.27%▲ 1.58%
▼ 12.40%▼ 4.03%▼ 9.33%
▲ 11.46%▲ 5.06%▲ 4.96%
▼ 2.25%▲ 3.53%▲ 6.67%
▲ 25.76%▲ 1.21%▲ 4.85%
▼ 4.21%▲ 2.34%▼ 5.35%
▲ 1.03%▼ 0.11%▼ 7.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Erasca
▲ 18.44%
2
Close
Sep 18, 2024
Fulcrum Therapeutics
▼ 56.34%
4
Close
Sep 18, 2024
Gladstone Capital
▲ 0.69%
2
Close
Sep 18, 2024
Immunic
▲ 26.58%
3
Close
Sep 18, 2024
Palantir Technologies
▲ 17.93%
2
Close
Sep 18, 2024
Robinhood Markets
2.74%
▼ 7.47%
6
Sell
Sep 02, 2024
Annexon Biosciences
▼ 1.54%
5
Close
Sep 02, 2024
Global X NASDAQ 100 Covered Call ETF
▲ 7.26%
2
Close
Sep 02, 2024
VICI Properties
▲ 12.25%
3
Close
Sep 02, 2024
Citius Pharmaceuticals
▼ 30.49%
2
Close
Sep 02, 2024
Tilray
▲ 3.43%
6
Close
Aug 26, 2024
SNDL
1.26%
▼ 6.55%
4
Buy
Aug 26, 2024
Microsoft
5.27%
▲ 22.93%
4
Buy
Aug 26, 2024
Meta Platforms
3.36%
▲ 70.23%
4
Buy
Aug 26, 2024
Alphabet Class A
1.95%
▲ 25.70%
4
Buy
Aug 26, 2024
Nvidia
7.17%
▲ 158.18%
4
Buy
Aug 26, 2024
Advanced Micro Devices
3.77%
▲ 24.29%
4
Buy
Aug 26, 2024
Oracle
2.01%
▲ 45.14%
3
Buy
Aug 26, 2024
Adverum Biotechnologies
10.82%
▼ 20.52%
5
Buy
Aug 26, 2024
Crispr Therapeutics AG
7.14%
▼ 14.12%
3
Buy
Aug 26, 2024