James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #24,009 out of 757,673 TipRanks' Investors
Success Rate
65%
88 out of 135
profitable transactions
Average Return
50.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.25%
6-Month Return▼ 2.38%
12-Month Return▲ 6.83%
YTD Return▲ 2.08%
Total Return▲ 117.43%

Best Trade

Opened at
Closed at-
Gain▲ 1222.84%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.56%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.82%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.74%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.38%
Aug 2024
▲ 5.59%
▲ 1.30%
▼ 0.25%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.62%
▲ 5.05%▲ 3.27%▲ 3.56%
▼ 12.40%▼ 4.03%▼ 0.88%
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▼ 2.82%
▲ 25.76%▲ 1.21%▲ 2.74%
▼ 4.21%▲ 2.34%▼ 3.38%
▲ 5.59%▲ 1.30%▼ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CI Financial
14.52%
▲ 19.21%
7
Sell
Sep 12, 2024
AutoCanada
2.23%
▼ 36.93%
5
Buy
Aug 22, 2024
Cineplex
2.7%
▲ 77.03%
4
Sell
Aug 13, 2024
SmartCentres Real Estate Investment Trust
0.85%
▲ 78.53%
2
Sell
Jun 27, 2024
Walt Disney
0%
▼ 7.53%
2
Sell
Jun 20, 2024
E3 Metals
0%
▼ 63.51%
3
Sell
Jun 06, 2024
Tesla
0.47%
▲ 24.96%
3
Buy
Feb 20, 2024
Sherritt International
0%
▼ 59.07%
3
Sell
Sep 15, 2023
Flowserve
0%
▲ 121.31%
2
Sell
Sep 06, 2023
Eli Lilly & Co
1.8%
▲ 69.29%
1
Open
Aug 30, 2023
Liberty Global LiLAC
0%
▲ 10.38%
2
Sell
Aug 14, 2023
Mattel
2.25%
▼ 7.98%
3
Buy
Jul 19, 2023
ONEX Corporation
0%
▲ 25.82%
2
Sell
Jul 13, 2023
Nuvei Corp
0.13%
▼ 24.11%
3
Buy
Jul 13, 2023
Nutrien
0%
▼ 45.52%
4
Sell
Jun 15, 2023
PHX Energy Services
0.15%
▲ 65.26%
1
Open
May 12, 2023
Virgin Galactic Holdings
0.01%
▼ 95.47%
3
Buy
May 11, 2023
ABB Ltd
0%
▲ 59.56%
1
Open
May 02, 2023
Accelleron Industries AG
0%
▲ 108.41%
1
Open
May 02, 2023
Caterpillar
0%
▲ 75.31%
1
Open
May 02, 2023