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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #16,626 out of 807,773 TipRanks' Investors
Success Rate
70%
96 out of 138
profitable transactions
Average Return
71.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.79%
6-Month Return▲ 13.58%
12-Month Return▲ 10.54%
YTD Return▲ 13.77%
Total Return▲ 157.88%

Best Trade

Opened at
Closed at-
Gain▲ 1781.15%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.21%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.58%
Jan 2025
▼ 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
▲ 3.34%
▲ 1.29%
▲ 4.57%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.21%
▲ 6.03%▲ 2.69%▲ 3.58%
▼ 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%
▲ 3.34%▲ 1.29%▲ 4.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cineplex
0.75%
▲ 84.24%
6
Sell
Jul 03, 2025
Cenovus Energy
0.76%
▲ 27.15%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 41.78%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▲ 12.80%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 21.45%
2
Sell
Dec 20, 2024
Green Plains
1.06%
▼ 7.84%
4
Buy
Dec 20, 2024
Air Canada
0%
▲ 28.06%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
14.17%
▲ 113.83%
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