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LT Growth - New Portfolio
James D
LT GrowthIndividual Investor
Ranked #73,276 out of 857,392 TipRanks' Investors
Success Rate
73 out of 117
profitable transactions
profitable transactions
Average Return
42.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.98%
6-Month Return▼ 6.32%
12-Month Return▲ 14.76%
YTD Return▼ 8.45%
Total Return▲ 72.23%
Best Trade
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
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▼ 0.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.53%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.73%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.91%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.82%
Jan 2026
▼ 1.16%
▼ 0.86%
▼ 2.10%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 3.77%
Mar 2026
▲ 2.76%▲ 2.05%▼ 0.06%
▲ 12.88%▲ 3.56%▲ 5.29%
▲ 10.96%▲ 2.38%▲ 8.53%
▼ 3.68%▲ 0.19%▼ 7.73%
▼ 0.10%▲ 0.08%▲ 1.91%
▲ 4.06%▲ 1.47%▼ 2.82%
▼ 1.16%▼ 0.86%▼ 2.10%
▲ 3.02%▼ 4.20%▼ 3.77%
Recent Activity
Intuitive Machines
6.12%
▲ 174.31%
4
Buy
Dec 23, 2024
SoundHound AI, Inc Class A
4.16%
▼ 10.18%
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
2.19%
▲ 81.65%
5
Sell
Sep 21, 2024
Home Depot
2.62%
▲ 10.86%
4
Sell
Sep 21, 2024
Microsoft
3.46%
▲ 17.98%
5
Sell
Sep 21, 2024
Advanced Micro Devices
4.2%
▲ 112.63%
6
Buy
Sep 21, 2024
TSMC
4.85%
▲ 325.73%
5
Sell
Sep 21, 2024
Albemarle
4.04%
▲ 69.12%
2
Buy
Sep 21, 2024
Formfactor
1.1%
▲ 213.94%
2
Buy
Sep 16, 2024
Apple
1.52%
▲ 50.45%
3
Buy
Sep 10, 2024
Super Micro Computer
2.02%
▼ 63.63%
3
Buy
Aug 07, 2024
Vital Farms
0.83%
▼ 61.28%
1
Open
Aug 06, 2024
Nvidia
7.41%
▲ 51.45%
3
Buy
Aug 02, 2024
Qualcomm
4.06%
▼ 29.18%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
3.1%
▼ 5.00%
3
Buy
Aug 01, 2024
Meta Platforms
3.64%
▲ 25.01%
2
Buy
Aug 01, 2024
Costco
3.64%
▲ 75.92%
3
Buy
Jul 15, 2024