New Portfolio - New Portfolio
James
New PortfolioIndividual Investor
Ranked #328,539 out of 858,889 TipRanks' Investors
Success Rate
14 out of 28
profitable transactions
profitable transactions
Average Return
36.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.09%
6-Month Return▼ 5.92%
12-Month Return▲ 28.16%
YTD Return▼ 4.78%
Total Return▲ 6.18%
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
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.81%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.11%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.37%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.63%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.76%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.90%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.68%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.12%
Apr 2026
▲ 12.88%▲ 3.56%▲ 3.81%
▲ 10.96%▲ 2.38%▲ 4.11%
▼ 3.68%▲ 0.19%▼ 6.37%
▼ 0.10%▲ 0.08%▼ 2.63%
▲ 4.06%▲ 1.47%▲ 0.76%
▼ 1.12%▼ 0.86%▼ 1.90%
▲ 0.60%▼ 4.94%▼ 5.68%
▲ 4.89%▲ 4.48%▲ 2.12%
Recent Activity
Civitas Resources
―
▲ 80.12%
2
Close
Jan 29, 2026
SM Energy
3.82%
▲ 51.68%
1
Open
Jan 29, 2026
Anywhere Real Estate ate
―
▲ 9.36%
2
Close
Jan 08, 2026
Compass
0.86%
▼ 41.76%
1
Open
Jan 08, 2026
VMware
―
▲ 21.71%
2
Close
Nov 21, 2023
Broadcom
17.38%
▲ 289.84%
1
Open
Nov 21, 2023
Sumo Logic
―
▼ 65.12%
2
Close
May 11, 2023
OneWater Marine
0.7%
▼ 69.73%
2
Buy
Feb 10, 2021
Nio
0.36%
▼ 88.35%
1
Open
Feb 02, 2021
CVS Health
1.1%
▲ 30.06%
1
Open
Feb 02, 2021
Beyond Meat
0.01%
▼ 99.64%
1
Open
Feb 02, 2021
Atlanticus Holdings
6.77%
▲ 122.42%
1
Open
Feb 02, 2021
General Motors
1.77%
▲ 50.60%
1
Open
Feb 02, 2021
Salesforce
1.53%
▼ 28.53%
1
Open
Feb 02, 2021
Alibaba
1.77%
▼ 47.36%
1
Open
Feb 02, 2021
Purple Innovation
0.03%
▼ 98.34%
1
Open
Feb 02, 2021
Uber Technologies
1.64%
▲ 24.83%
1
Open
Feb 02, 2021
Sea
0.4%
▼ 63.98%
1
Open
Feb 02, 2021
Block
0.29%
▼ 72.68%
1
Open
Feb 02, 2021
Qifu Technology
2.65%
▼ 12.94%
1
Open
Feb 02, 2021