New Portfolio - New Portfolio
James
New PortfolioIndividual Investor
Ranked #342,798 out of 863,836 TipRanks' Investors
Success Rate
14 out of 28
profitable transactions
profitable transactions
Average Return
44.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.80%
6-Month Return▼ 0.03%
12-Month Return▲ 18.99%
YTD Return▲ 2.20%
Total Return▲ 13.82%
Best Trade
Bio
This is a medium risk level portfolio of 100% U.S. equity exposure. I use fundamental and technical analysis to determine the best buy and sell points.
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 4.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.49%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.63%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.76%
Jan 2026
▼ 1.26%
▼ 0.86%
▼ 1.94%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 5.51%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 8.76%
Apr 2026
▲ 11.11%
▲ 4.44%
▲ 0.65%
May 2026
▲ 10.96%▲ 2.38%▲ 4.11%
▼ 3.68%▲ 0.19%▼ 6.49%
▼ 0.10%▲ 0.08%▼ 2.63%
▲ 4.06%▲ 1.47%▲ 0.76%
▼ 1.26%▼ 0.86%▼ 1.94%
▼ 0.25%▼ 4.94%▼ 5.51%
▲ 16.06%▲ 10.51%▲ 8.76%
▲ 11.11%▲ 4.44%▲ 0.65%
Recent Activity
Civitas Resources
―
▲ 80.12%
2
Close
Jan 29, 2026
SM Energy
3.84%
▲ 69.91%
1
Open
Jan 29, 2026
Anywhere Real Estate ate
―
▲ 9.36%
2
Close
Jan 08, 2026
Compass
0.89%
▼ 32.30%
1
Open
Jan 08, 2026
VMware
―
▲ 21.71%
2
Close
Nov 21, 2023
Broadcom
17.73%
▲ 342.78%
1
Open
Nov 21, 2023
Sumo Logic
―
▼ 65.12%
2
Close
May 11, 2023
OneWater Marine
0.67%
▼ 67.81%
2
Buy
Feb 10, 2021
Nio
0.26%
▼ 90.57%
1
Open
Feb 02, 2021
CVS Health
1.13%
▲ 50.06%
1
Open
Feb 02, 2021
Beyond Meat
0.01%
▼ 99.54%
1
Open
Feb 02, 2021
Atlanticus Holdings
8.49%
▲ 210.74%
1
Open
Feb 02, 2021
General Motors
1.66%
▲ 57.24%
1
Open
Feb 02, 2021
Salesforce
1.49%
▼ 22.41%
1
Open
Feb 02, 2021
Alibaba
1.62%
▼ 46.47%
1
Open
Feb 02, 2021
Purple Innovation
0.02%
▼ 98.84%
1
Open
Feb 02, 2021
Uber Technologies
1.46%
▲ 24.19%
1
Open
Feb 02, 2021
Sea
0.37%
▼ 62.68%
1
Open
Feb 02, 2021
Block
0.29%
▼ 69.61%
1
Open
Feb 02, 2021
Qifu Technology
2.2%
▼ 14.53%
1
Open
Feb 02, 2021