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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #24,900 out of 795,368 TipRanks' Investors
Success Rate
61%
84 out of 138
profitable transactions
Average Return
45.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.42%
6-Month Return▼ 13.37%
12-Month Return▼ 12.71%
YTD Return▼ 12.25%
Total Return▲ 98.90%

Best Trade

Opened at
Closed at-
Gain▲ 1126.99%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.12%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.03%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 9.23%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.21%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.65%
Mar 2025
▼ 13.55%
▼ 6.22%
▼ 8.79%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.12%
▲ 10.00%▼ 0.89%▼ 4.03%
▲ 25.98%▲ 5.96%▲ 9.23%
▲ 5.34%▼ 2.41%▼ 4.21%
▲ 5.99%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▼ 3.64%
▼ 1.80%▼ 5.57%▼ 3.65%
▼ 13.55%▼ 6.22%▼ 8.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cenovus Energy
0.74%
▲ 6.15%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▼ 3.76%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▼ 18.21%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▼ 1.36%
2
Sell
Dec 20, 2024
Green Plains
0.62%
▼ 54.55%
4
Buy
Dec 20, 2024
Air Canada
0%
▼ 25.52%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
16.22%
▲ 110.05%
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