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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #18,556 out of 816,888 TipRanks' Investors
Success Rate
69%
97 out of 141
profitable transactions
Average Return
77.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.50%
6-Month Return▲ 27.40%
12-Month Return▲ 34.81%
YTD Return▲ 23.22%
Total Return▲ 179.28%

Best Trade

Opened at
Closed at-
Gain▲ 1805.10%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 3.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.65%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.90%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.87%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 7.86%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 4.67%
Aug 2025
▲ 1.52%
▲ 0.34%
▲ 0.32%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 3.64%
▼ 1.80%▼ 5.57%▼ 3.65%
▲ 1.84%▼ 0.87%▼ 1.90%
▲ 12.20%▲ 6.28%▲ 8.92%
▲ 6.24%▲ 5.14%▲ 5.87%
▲ 27.87%▲ 2.30%▲ 7.86%
▲ 4.87%▲ 2.05%▲ 4.67%
▲ 1.52%▲ 0.34%▲ 0.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Baytex Energy
0%
▼ 24.21%
2
Sell
Aug 29, 2025
CI Financial
▲ 115.92%
11
Close
Aug 14, 2025
Constellation Software
2.63%
▲ 138.24%
2
Buy
Jul 17, 2025
Geodrill
0.1%
▲ 3.60%
2
Sell
Jul 17, 2025
CES Energy Solutions
0.24%
▲ 11.46%
1
Open
Jul 17, 2025
ATS Corporation
0.05%
▼ 10.55%
1
Open
Jul 17, 2025
Cineplex
0.86%
▲ 94.01%
6
Sell
Jul 03, 2025
Cenovus Energy
0.92%
▲ 40.14%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 68.54%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▲ 35.07%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 31.99%
2
Sell
Dec 20, 2024
Green Plains
1.55%
▲ 22.42%
4
Buy
Dec 20, 2024
Air Canada
0%
▲ 8.34%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 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