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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #23,127 out of 827,347 TipRanks' Investors
Success Rate
68%
97 out of 143
profitable transactions
Average Return
76.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.39%
6-Month Return▲ 32.10%
12-Month Return▲ 29.33%
YTD Return▲ 27.14%
Total Return▲ 188.16%

Best Trade

Opened at
Closed at-
Gain▲ 2046.36%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.90%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.93%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.87%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.49%
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
▼ 4.30%
▼ 1.63%
▼ 3.12%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 1.90%
▲ 11.63%▲ 6.28%▲ 8.93%
▲ 9.25%▲ 5.14%▲ 5.87%
▲ 7.60%▲ 2.30%▲ 7.49%
▲ 2.76%▲ 2.05%▲ 4.68%
▲ 12.88%▲ 3.56%▲ 3.88%
▲ 10.96%▲ 2.38%▲ 3.18%
▼ 4.30%▼ 1.63%▼ 3.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Eli Lilly & Co
0%
▲ 71.12%
2
Sell
Nov 05, 2025
Topicus.com
4.17%
▲ 59.79%
5
Buy
Oct 29, 2025
Qualcomm
0%
▲ 94.93%
3
Sell
Oct 27, 2025
ATS Corporation
0.28%
▼ 4.83%
2
Buy
Oct 09, 2025
Cineplex
0%
▲ 90.49%
7
Sell
Sep 17, 2025
Draganfly
0%
▼ 81.74%
3
Sell
Sep 09, 2025
Berkshire Hathaway B
8.56%
▲ 151.39%
6
Sell
Sep 09, 2025
Baytex Energy
0%
▼ 11.08%
2
Sell
Aug 29, 2025
CI Financial
▲ 115.92%
11
Close
Aug 14, 2025
Constellation Software
1.99%
▲ 75.42%
2
Buy
Jul 17, 2025
Geodrill
0.11%
▲ 9.31%
2
Sell
Jul 17, 2025
CES Energy Solutions
0.28%
▲ 28.91%
1
Open
Jul 17, 2025
Cenovus Energy
1.04%
▲ 56.57%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 85.45%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▲ 50.07%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 48.99%
2
Sell
Dec 20, 2024
Green Plains
1.55%
▲ 16.32%
4
Buy
Dec 20, 2024
Air Canada
0%
▲ 4.90%
2
Sell
Dec 18, 2024