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New Portfolio - New Portfolio

James Robinson

New Portfolio
Individual Investor
Ranked #269,327 out of 813,701 TipRanks' Investors
Success Rate
56%
167 out of 301
profitable transactions
Average Return
13.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.36%
6-Month Return▲ 20.17%
12-Month Return▲ 14.57%
YTD Return▲ 23.42%
Total Return▲ 3.12%

Best Trade

Opened at
Closed at-
Gain▲ 850.62%

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

27.89%0-27.89%
▲ 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
▲ 27.89%
▲ 2.30%
▲ 9.52%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 3.76%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 27.89%▲ 2.30%▲ 9.52%
▲ 6.85%▲ 1.80%▲ 3.76%

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
8.43%
▲ 9.65%
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
10.74%
▲ 245.71%
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
4.89%
▲ 49.30%
4
Buy
Aug 26, 2024
Meta Platforms
3.69%
▲ 149.09%
4
Buy
Aug 26, 2024
Alphabet Class A
1.92%
▲ 60.94%
4
Buy
Aug 26, 2024