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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #18,757 out of 802,721 TipRanks' Investors
Success Rate
67%
93 out of 138
profitable transactions
Average Return
63.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.01%
6-Month Return▲ 0.56%
12-Month Return▲ 5.57%
YTD Return▲ 4.84%
Total Return▲ 137.65%

Best Trade

Opened at
Closed at-
Gain▲ 1516.52%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.23%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.21%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.53%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.65%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.90%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.92%
May 2025
▲ 2.22%
▲ 1.65%
▲ 2.08%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 9.23%
▲ 5.43%▼ 2.41%▼ 4.21%
▲ 5.99%▲ 2.69%▲ 3.53%
▼ 12.86%▼ 1.27%▼ 3.64%
▼ 1.80%▼ 5.57%▼ 3.65%
▲ 1.76%▼ 0.87%▼ 1.90%
▲ 12.21%▲ 6.28%▲ 8.92%
▲ 2.22%▲ 1.65%▲ 2.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cineplex
1.1%
▲ 84.24%
5
Sell
May 14, 2025
Cenovus Energy
0.74%
▲ 16.31%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 36.93%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▲ 10.17%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 18.93%
2
Sell
Dec 20, 2024
Green Plains
0.58%
▼ 52.02%
4
Buy
Dec 20, 2024
Air Canada
0%
▲ 4.39%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
14.73%
▲ 112.82%
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
▲ 118.66%
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