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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #24,619 out of 852,708 TipRanks' Investors
Success Rate
68%
99 out of 145
profitable transactions
Average Return
76.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.40%
6-Month Return▲ 11.31%
12-Month Return▲ 26.57%
YTD Return▼ 0.38%
Total Return▲ 193.77%

Best Trade

Opened at
Closed at-
Gain▲ 1860.76%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 7.47%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.68%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.88%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.18%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 1.05%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.14%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 2.47%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 7.47%
▲ 2.76%▲ 2.05%▲ 4.68%
▲ 12.88%▲ 3.56%▲ 3.88%
▲ 10.96%▲ 2.38%▲ 3.18%
▼ 3.58%▲ 0.19%▼ 1.05%
▼ 0.10%▲ 0.08%▲ 0.18%
▲ 4.06%▲ 1.47%▲ 2.14%
▼ 5.01%▼ 2.07%▼ 2.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Badger Infrastructure Solutions
0.32%
▼ 10.86%
1
Open
Jan 14, 2026
Lumine Group Inc
0.06%
▼ 29.51%
1
Open
Nov 25, 2025
Eli Lilly & Co
0%
▲ 89.25%
2
Sell
Nov 05, 2025
Topicus.com
3.24%
▲ 19.42%
5
Buy
Oct 29, 2025
Qualcomm
0%
▲ 56.27%
3
Sell
Oct 27, 2025
ATS Corporation
0.31%
▲ 1.30%
2
Buy
Oct 09, 2025
Cineplex
0%
▲ 57.49%
7
Sell
Sep 17, 2025
Draganfly
0%
▼ 86.03%
3
Sell
Sep 09, 2025
Berkshire Hathaway B
8.77%
▲ 153.83%
6
Sell
Sep 09, 2025
Baytex Energy
0%
▲ 17.24%
2
Sell
Aug 29, 2025
CI Financial
▲ 115.92%
11
Close
Aug 14, 2025
Constellation Software
1.51%
▲ 28.40%
2
Buy
Jul 17, 2025
Geodrill
0.1%
▲ 3.00%
2
Sell
Jul 17, 2025
CES Energy Solutions
0.45%
▲ 97.97%
1
Open
Jul 17, 2025
Cenovus Energy
1.2%
▲ 73.95%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 137.72%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▲ 74.31%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 65.03%
2
Sell
Dec 20, 2024