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New Portfolio - New Portfolio

James Robinson

New Portfolio
Individual Investor
Ranked #276,734 out of 809,271 TipRanks' Investors
Success Rate
55%
166 out of 301
profitable transactions
Average Return
11.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 15.84%
6-Month Return▲ 13.63%
12-Month Return▲ 1.73%
YTD Return▲ 17.99%
Total Return▼ 1.52%

Best Trade

Opened at
Closed at-
Gain▲ 768.78%

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

21.53%0-21.53%
▲ 5.10%
▼ 2.41%
▼ 4.44%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 0.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.73%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.87%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 3.02%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.53%
May 2025
▲ 6.24%
▲ 5.14%
▲ 15.14%
Jun 2025
▲ 21.53%
▲ 1.77%
▲ 8.62%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.44%
▲ 6.03%▲ 2.69%▲ 0.04%
▼ 12.86%▼ 1.27%▼ 8.73%
▼ 1.80%▼ 5.57%▼ 10.87%
▲ 1.84%▼ 0.87%▲ 3.02%
▲ 12.20%▲ 6.28%▲ 12.53%
▲ 6.24%▲ 5.14%▲ 15.14%
▲ 21.53%▲ 1.77%▲ 8.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SNDL
▼ 20.95%
5
Close
Feb 23, 2025
Adverum Biotechnologies
▼ 56.45%
6
Close
Feb 23, 2025
Crispr Therapeutics AG
9.8%
▲ 19.93%
4
Buy
Feb 23, 2025
Orion Group Holdings
▼ 16.89%
3
Close
Feb 23, 2025
SUNation Energy
▼ 98.01%
5
Close
Feb 23, 2025
Hub
▼ 13.25%
2
Close
Feb 23, 2025
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
10.44%
▲ 218.43%
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
▲ 12.24%
3
Close
Sep 02, 2024
Citius Pharmaceuticals
▼ 30.49%
2
Close
Sep 02, 2024
Tilray
▲ 3.43%
6
Close
Aug 26, 2024
Microsoft
5.1%
▲ 46.40%
4
Buy
Aug 26, 2024
Meta Platforms
3.57%
▲ 126.17%
4
Buy
Aug 26, 2024
Alphabet Class A
1.9%
▲ 50.05%
4
Buy
Aug 26, 2024