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New Portfolio - New Portfolio
James
New PortfolioIndividual Investor
Ranked #338,659 out of 857,392 TipRanks' Investors
Success Rate
14 out of 28
profitable transactions
profitable transactions
Average Return
31.23%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.00%
6-Month Return▼ 12.42%
12-Month Return▲ 9.26%
YTD Return▼ 5.73%
Total Return▲ 4.77%
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%
▲ 2.76%
▲ 2.05%
▲ 11.50%
Aug 2025
▲ 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
▼ 1.16%
▼ 0.86%
▼ 1.82%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 4.71%
Mar 2026
▲ 2.76%▲ 2.05%▲ 11.50%
▲ 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%
▼ 1.16%▼ 0.86%▼ 1.82%
▲ 3.02%▼ 4.20%▼ 4.71%
Recent Activity
Civitas Resources
―
▲ 80.12%
2
Close
Jan 29, 2026
SM Energy
4.13%
▲ 55.26%
1
Open
Jan 29, 2026
Anywhere Real Estate ate
―
▲ 9.36%
2
Close
Jan 08, 2026
Compass
0.99%
▼ 36.62%
1
Open
Jan 08, 2026
VMware
―
▲ 21.71%
2
Close
Nov 21, 2023
Broadcom
15.95%
▲ 238.38%
1
Open
Nov 21, 2023
Sumo Logic
―
▼ 65.12%
2
Close
May 11, 2023
OneWater Marine
0.67%
▼ 72.74%
2
Buy
Feb 10, 2021
Nio
0.34%
▼ 89.56%
1
Open
Feb 02, 2021
CVS Health
1.05%
▲ 16.88%
1
Open
Feb 02, 2021
Beyond Meat
0.01%
▼ 99.57%
1
Open
Feb 02, 2021
Atlanticus Holdings
6.35%
▲ 97.58%
1
Open
Feb 02, 2021
General Motors
1.86%
▲ 49.22%
1
Open
Feb 02, 2021
Salesforce
1.92%
▼ 15.65%
1
Open
Feb 02, 2021
Alibaba
1.86%
▼ 47.88%
1
Open
Feb 02, 2021
Purple Innovation
0.03%
▼ 98.07%
1
Open
Feb 02, 2021
Uber Technologies
1.84%
▲ 33.05%
1
Open
Feb 02, 2021
Sea
0.39%
▼ 66.55%
1
Open
Feb 02, 2021
Block
0.3%
▼ 73.13%
1
Open
Feb 02, 2021
Qifu Technology
2.79%
▼ 13.32%
1
Open
Feb 02, 2021