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LT Growth - New Portfolio

James D

LT Growth
Individual Investor
Ranked #33,561 out of 781,066 TipRanks' Investors
Success Rate
67%
78 out of 117
profitable transactions
Average Return
42.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.52%
6-Month Return▲ 15.55%
12-Month Return▲ 27.13%
YTD Return▲ 1.25%
Total Return▲ 65.54%

Best Trade

Opened at
Closed at-
Gain▲ 255.28%

Bio

Investing in equities since 1979. LT approach, very little trading. Look for great Founders in large TAM business activities with a great future. Occassionally buy smaller company ~2 years after their IPO date. Ex CPA, CFO, COO

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.13%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.54%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.79%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.97%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.86%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.25%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.59%
▲ 8.13%▲ 1.21%▲ 1.13%
▼ 13.14%▲ 2.34%▲ 1.73%
▲ 2.93%▲ 2.10%▲ 6.54%
▲ 10.00%▼ 0.89%▼ 2.79%
▲ 26.04%▲ 5.96%▲ 9.97%
▲ 5.93%▼ 2.41%▼ 1.86%
▲ 9.79%▲ 0.95%▲ 1.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuitive Machines
5.11%
▲ 150.00%
4
Buy
Dec 23, 2024
SoundHound AI, Inc Class A
7.53%
▲ 77.81%
4
Buy
Dec 23, 2024
Amazon
▲ 92.09%
5
Close
Dec 03, 2024
Marqeta
▼ 47.61%
2
Close
Dec 03, 2024
FedEx
▲ 12.20%
2
Close
Dec 03, 2024
Booking Holdings
2.25%
▲ 101.59%
5
Sell
Sep 21, 2024
Home Depot
2.97%
▲ 32.23%
4
Sell
Sep 21, 2024
Microsoft
3.55%
▲ 31.19%
5
Sell
Sep 21, 2024
Advanced Micro Devices
2.31%
▲ 27.43%
6
Buy
Sep 21, 2024
TSMC
2.77%
▲ 162.70%
5
Sell
Sep 21, 2024
Albemarle
2.15%
▼ 3.84%
2
Buy
Sep 21, 2024
Formfactor
0.45%
▲ 40.37%
2
Buy
Sep 16, 2024
Apple
1.27%
▲ 36.83%
3
Buy
Sep 10, 2024
Super Micro Computer
2.64%
▼ 48.06%
3
Buy
Aug 07, 2024
Vital Farms
2.49%
▲ 27.29%
1
Open
Aug 06, 2024
Nvidia
5.32%
▲ 18.70%
3
Buy
Aug 02, 2024
Qualcomm
4.77%
▼ 11.76%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
3.09%
▲ 3.58%
3
Buy
Aug 01, 2024
Meta Platforms
3.38%
▲ 26.30%
2
Buy
Aug 01, 2024
Costco
3.26%
▲ 70.69%
3
Buy
Jul 15, 2024