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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #20,614 out of 813,090 TipRanks' Investors
Success Rate
67%
95 out of 141
profitable transactions
Average Return
74.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.80%
6-Month Return▲ 12.92%
12-Month Return▲ 24.29%
YTD Return▲ 18.14%
Total Return▲ 167.78%

Best Trade

Opened at
Closed at-
Gain▲ 1989.20%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

27.91%0-27.91%
▲ 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%
▼ 1.89%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.87%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 8.03%
Jul 2025
▲ 6.81%
▲ 1.68%
▲ 0.51%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.58%
▼ 12.86%▼ 1.27%▼ 3.64%
▼ 1.80%▼ 5.57%▼ 3.65%
▲ 1.84%▼ 0.87%▼ 1.89%
▲ 12.20%▲ 6.28%▲ 8.92%
▲ 6.24%▲ 5.14%▲ 5.87%
▲ 27.91%▲ 2.30%▲ 8.03%
▲ 6.81%▲ 1.68%▲ 0.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Constellation Software
2.35%
▲ 142.46%
2
Buy
Jul 17, 2025
Geodrill
0.09%
▲ 6.01%
2
Sell
Jul 17, 2025
CES Energy Solutions
0.2%
▲ 6.47%
1
Open
Jul 17, 2025
ATS Corporation
0.05%
▼ 7.81%
1
Open
Jul 17, 2025
Cineplex
0.67%
▲ 71.90%
6
Sell
Jul 03, 2025
Cenovus Energy
0.74%
▲ 29.49%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 48.98%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▲ 29.39%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 16.68%
2
Sell
Dec 20, 2024
Green Plains
1.13%
▲ 1.48%
4
Buy
Dec 20, 2024
Air Canada
0%
▲ 10.08%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
13.67%
▲ 115.86%
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