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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #32,801 out of 862,969 TipRanks' Investors
Success Rate
67%
102 out of 152
profitable transactions
Average Return
82.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.25%
6-Month Return▲ 8.93%
12-Month Return▲ 32.91%
YTD Return▲ 3.29%
Total Return▲ 205.26%

Best Trade

Opened at
Closed at-
Gain▲ 2436.45%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

16.06%0-16.06%
▲ 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
▼ 1.27%
▼ 0.86%
▼ 0.34%
Feb 2026
▼ 0.14%
▼ 4.94%
▼ 4.86%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 6.87%
Apr 2026
▲ 7.86%
▲ 2.78%
▼ 0.27%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 3.18%
▼ 3.68%▲ 0.19%▼ 0.91%
▼ 0.10%▲ 0.08%▲ 0.25%
▲ 4.06%▲ 1.47%▲ 2.22%
▼ 1.27%▼ 0.86%▼ 0.34%
▼ 0.14%▼ 4.94%▼ 4.86%
▲ 16.06%▲ 10.51%▲ 6.87%
▲ 7.86%▲ 2.78%▼ 0.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ServiceNow
2.85%
▲ 10.83%
3
Buy
Apr 23, 2026
Cenovus Energy
1.95%
▲ 98.10%
2
Buy
Apr 21, 2026
PHX Energy Services
0.32%
▲ 65.96%
2
Buy
Apr 10, 2026
Brookfield Business Partners
▲ 53.20%
3
Close
Mar 31, 2026
Brookfield Business Corp. Class A
0%
▲ 3.67%
1
Open
Mar 31, 2026
Tesla
3.76%
▲ 77.05%
4
Buy
Mar 05, 2026
Badger Infrastructure Solutions
0.34%
▲ 8.12%
1
Open
Jan 14, 2026
Lumine Group Inc
0.05%
▼ 30.55%
1
Open
Nov 25, 2025
Eli Lilly & Co
0%
▲ 83.80%
2
Sell
Nov 05, 2025
Topicus.com
2.83%
▲ 16.57%
5
Buy
Oct 29, 2025
Qualcomm
0%
▲ 134.97%
3
Sell
Oct 27, 2025
ATS Corporation
0.29%
▲ 11.37%
2
Buy
Oct 09, 2025
Cineplex
0%
▲ 69.82%
7
Sell
Sep 17, 2025
Draganfly
0%
▼ 88.64%
3
Sell
Sep 09, 2025
Berkshire Hathaway B
7.43%
▲ 146.01%
6
Sell
Sep 09, 2025
Baytex Energy
0%
▲ 80.52%
2
Sell
Aug 29, 2025
CI Financial
▲ 115.92%
11
Close
Aug 14, 2025
Constellation Software
1.48%
▲ 35.49%
2
Buy
Jul 17, 2025
Geodrill
0.07%
▼ 16.52%
2
Sell
Jul 17, 2025
CES Energy Solutions
0.51%
▲ 150.75%
1
Open
Jul 17, 2025