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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #19,662 out of 788,370 TipRanks' Investors
Success Rate
68%
92 out of 136
profitable transactions
Average Return
61.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.85%
6-Month Return▲ 5.57%
12-Month Return▲ 6.75%
YTD Return▲ 0.82%
Total Return▲ 128.17%

Best Trade

Opened at
Closed at-
Gain▲ 1433.19%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.77%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.41%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.00%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 9.26%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.13%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.78%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.91%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.77%
▼ 13.14%▲ 2.34%▼ 3.41%
▲ 2.93%▲ 2.10%▲ 3.09%
▲ 9.99%▼ 0.89%▼ 4.00%
▲ 26.03%▲ 5.96%▲ 9.26%
▲ 5.97%▼ 2.41%▼ 4.13%
▲ 5.25%▲ 2.69%▲ 2.78%
▼ 9.08%▲ 1.42%▼ 1.91%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Business Partners
0%
▲ 20.28%
2
Sell
Dec 20, 2024
Green Plains
0.85%
▼ 28.89%
4
Buy
Dec 20, 2024
Air Canada
0%
▼ 5.13%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
13.96%
▲ 110.32%
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
Hitachi
▲ 134.19%
2
Close
Oct 07, 2024
AutoCanada
2.39%
▼ 25.32%
5
Buy
Aug 22, 2024
Cineplex
2.4%
▲ 73.19%
4
Sell
Aug 13, 2024
SmartCentres Real Estate Investment Trust
0.73%
▲ 74.84%
2
Sell
Jun 27, 2024
Walt Disney
0%
▲ 8.14%
2
Sell
Jun 20, 2024