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LT Growth - New Portfolio

James D

LT Growth
Individual Investor
Ranked #37,362 out of 769,291 TipRanks' Investors
Success Rate
66%
75 out of 114
profitable transactions
Average Return
40.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.67%
6-Month Return▲ 15.36%
12-Month Return▲ 34.31%
YTD Return▲ 26.71%
Total Return▲ 63.20%

Best Trade

Opened at
Closed at-
Gain▲ 217.21%

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

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.54%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.58%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.49%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 11.46%▲ 5.06%▲ 4.03%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.72%▲ 1.21%▲ 1.13%
▼ 4.22%▲ 2.34%▲ 1.73%
▲ 7.82%▲ 2.10%▲ 6.54%
▲ 5.70%▼ 0.89%▼ 2.58%
▲ 37.60%▲ 4.40%▲ 7.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Booking Holdings
2.48%
▲ 112.86%
5
Sell
Sep 21, 2024
Home Depot
3.21%
▲ 32.58%
4
Sell
Sep 21, 2024
Microsoft
3.64%
▲ 26.25%
5
Sell
Sep 21, 2024
Amazon
0%
▲ 78.53%
4
Sell
Sep 21, 2024
Advanced Micro Devices
2.77%
▲ 44.24%
6
Buy
Sep 21, 2024
Taiwan Semiconductor Manufacturing
2.63%
▲ 136.95%
5
Sell
Sep 21, 2024
Albemarle
2.52%
▲ 7.07%
2
Buy
Sep 21, 2024
Formfactor
0.45%
▲ 31.71%
2
Buy
Sep 16, 2024
Apple
1.34%
▲ 35.97%
3
Buy
Sep 10, 2024
Super Micro Computer
2.99%
▼ 49.95%
3
Buy
Aug 07, 2024
Vital Farms
1.77%
▼ 12.25%
1
Open
Aug 06, 2024
Nvidia
5.78%
▲ 26.42%
3
Buy
Aug 02, 2024
Qualcomm
4.79%
▼ 17.07%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
2.97%
▼ 7.60%
3
Buy
Aug 01, 2024
Meta Platforms
3.25%
▲ 15.97%
2
Buy
Aug 01, 2024
Costco
3.5%
▲ 72.95%
3
Buy
Jul 15, 2024
Boeing
▼ 7.12%
3
Close
Jul 13, 2024
Tesla
5.13%
▲ 39.50%
7
Buy
Jul 12, 2024
SoundHound AI, Inc Class A
2.4%
▲ 46.39%
2
Buy
Jul 10, 2024
First Solar
1.62%
▼ 30.38%
1
Open
Jun 17, 2024