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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #33,055 out of 858,896 TipRanks' Investors
Success Rate
64%
95 out of 148
profitable transactions
Average Return
76.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.26%
6-Month Return▲ 3.77%
12-Month Return▲ 45.34%
YTD Return▼ 0.33%
Total Return▲ 194.56%

Best Trade

Opened at
Closed at-
Gain▲ 2052.08%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.18%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.91%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.25%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.22%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.34%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.82%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.79%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.88%
▲ 10.96%▲ 2.38%▲ 3.18%
▼ 3.68%▲ 0.19%▼ 0.91%
▼ 0.10%▲ 0.08%▲ 0.25%
▲ 4.06%▲ 1.47%▲ 2.22%
▼ 1.12%▼ 0.86%▼ 0.34%
▲ 0.60%▼ 4.94%▼ 4.82%
▲ 4.89%▲ 4.48%▲ 2.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PHX Energy Services
0.35%
▲ 143.76%
2
Buy
Apr 10, 2026
ServiceNow
1.67%
▼ 31.05%
2
Buy
Apr 10, 2026
Brookfield Business Partners
▲ 53.20%
3
Close
Mar 31, 2026
Brookfield Business Corp. Class A
0%
▲ 5.06%
1
Open
Mar 31, 2026
Tesla
3.5%
▲ 50.69%
4
Buy
Mar 05, 2026
Badger Infrastructure Solutions
0.28%
▼ 17.88%
1
Open
Jan 14, 2026
Lumine Group Inc
0.06%
▼ 24.66%
1
Open
Nov 25, 2025
Eli Lilly & Co
0%
▲ 74.46%
2
Sell
Nov 05, 2025
Topicus.com
2.92%
▲ 13.56%
5
Buy
Oct 29, 2025
Qualcomm
0%
▲ 47.76%
3
Sell
Oct 27, 2025
ATS Corporation
0.31%
▲ 7.03%
2
Buy
Oct 09, 2025
Cineplex
0%
▲ 78.63%
7
Sell
Sep 17, 2025
Draganfly
0%
▼ 88.23%
3
Sell
Sep 09, 2025
Berkshire Hathaway B
8%
▲ 141.74%
6
Sell
Sep 09, 2025
Baytex Energy
0%
▲ 45.44%
2
Sell
Aug 29, 2025
CI Financial
▲ 115.92%
11
Close
Aug 14, 2025
Constellation Software
1.33%
▲ 19.04%
2
Buy
Jul 17, 2025
Geodrill
0.09%
▼ 9.01%
2
Sell
Jul 17, 2025
CES Energy Solutions
0.52%
▲ 144.34%
1
Open
Jul 17, 2025
Cenovus Energy
1.51%
▲ 132.17%
1
Open
Apr 07, 2025