Education
About Us
Working with TipRanks
Follow Us
LT Growth - New Portfolio
James D
LT GrowthIndividual Investor
Ranked #57,199 out of 803,751 TipRanks' Investors
Success Rate
74 out of 117
profitable transactions
profitable transactions
Average Return
33.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.81%
6-Month Return▼ 4.65%
12-Month Return▲ 13.19%
YTD Return▼ 2.29%
Total Return▲ 59.63%
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
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 9.96%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.91%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.43%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 11.25%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.46%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 12.03%
May 2025
▲ 3.71%
▲ 1.29%
▲ 1.40%
Jun 2025
▲ 25.97%▲ 5.96%▲ 9.96%
▲ 5.10%▼ 2.41%▼ 1.91%
▲ 6.03%▲ 2.69%▲ 2.09%
▼ 12.86%▼ 1.27%▼ 6.43%
▼ 1.80%▼ 5.57%▼ 11.25%
▲ 1.83%▼ 0.87%▲ 1.46%
▲ 12.21%▲ 6.28%▲ 12.03%
▲ 3.71%▲ 1.29%▲ 1.40%
Recent Activity
Intuitive Machines
3.13%
▲ 41.14%
4
Buy
Dec 23, 2024
SoundHound AI, Inc Class A
5.45%
▲ 18.63%
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
2.62%
▲ 117.61%
5
Sell
Sep 21, 2024
Home Depot
2.79%
▲ 16.61%
4
Sell
Sep 21, 2024
Microsoft
4.27%
▲ 45.79%
5
Sell
Sep 21, 2024
Advanced Micro Devices
2.39%
▲ 21.87%
6
Buy
Sep 21, 2024
TSMC
3%
▲ 163.73%
5
Sell
Sep 21, 2024
Albemarle
1.46%
▼ 39.38%
2
Buy
Sep 21, 2024
Formfactor
0.38%
▲ 8.62%
2
Buy
Sep 16, 2024
Apple
1.18%
▲ 17.17%
3
Buy
Sep 10, 2024
Super Micro Computer
3.86%
▼ 29.96%
3
Buy
Aug 07, 2024
Vital Farms
1.9%
▼ 10.49%
1
Open
Aug 06, 2024
Nvidia
5.96%
▲ 22.39%
3
Buy
Aug 02, 2024
Qualcomm
4.87%
▼ 16.09%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
3.05%
▼ 5.93%
3
Buy
Aug 01, 2024
Meta Platforms
4.09%
▲ 40.88%
2
Buy
Aug 01, 2024
Costco
3.71%
▲ 79.40%
3
Buy
Jul 15, 2024