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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #22,402 out of 798,754 TipRanks' Investors
Success Rate
64%
88 out of 138
profitable transactions
Average Return
55.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.03%
6-Month Return▼ 1.74%
12-Month Return▼ 3.73%
YTD Return▼ 3.49%
Total Return▲ 118.76%

Best Trade

Opened at
Closed at-
Gain▲ 1230.56%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 4.03%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.23%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.21%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.65%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.97%
Apr 2025
▲ 6.31%
▲ 1.77%
▲ 2.33%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 4.03%
▲ 25.97%▲ 5.96%▲ 9.23%
▲ 5.41%▼ 2.41%▼ 4.21%
▲ 6.02%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▼ 3.64%
▼ 1.80%▼ 5.57%▼ 3.65%
▲ 1.74%▼ 0.87%▼ 1.97%
▲ 6.31%▲ 1.77%▲ 2.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cenovus Energy
0.76%
▲ 15.75%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 24.73%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▼ 17.24%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 11.72%
2
Sell
Dec 20, 2024
Green Plains
0.6%
▼ 53.17%
4
Buy
Dec 20, 2024
Air Canada
0%
▼ 1.18%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
15.33%
▲ 112.96%
10
Sell
Oct 29, 2024
Schneider Electric
▲ 56.78%
2
Close
Oct 08, 2024
ABB Ltd
▲ 61.76%
2
Close
Oct 07, 2024
Accelleron Industries AG
▲ 111.76%
2
Close
Oct 07, 2024
Caterpillar
▲ 89.30%
2
Close
Oct 07, 2024
Dow Inc
▲ 9.83%
2
Close
Oct 07, 2024
Eaton
▲ 97.55%
2
Close
Oct 07, 2024
Procter & Gamble
▲ 10.23%
2
Close
Oct 07, 2024
Rio Tinto
▲ 23.51%
2
Close
Oct 07, 2024
Enbridge
▲ 18.13%
2
Close
Oct 07, 2024
Royal Bank Of Canada
▲ 33.02%
2
Close
Oct 07, 2024