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New Portfolio - New Portfolio
James
New PortfolioIndividual Investor
Ranked #313,870 out of 851,964 TipRanks' Investors
Success Rate
14 out of 27
profitable transactions
profitable transactions
Average Return
40.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.57%
6-Month Return▲ 12.00%
12-Month Return▲ 16.42%
YTD Return▲ 0.57%
Total Return▲ 11.77%
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%
▲ 9.25%
▲ 5.14%
▲ 3.65%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.86%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 11.50%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.81%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.11%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 6.37%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.63%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.57%
Jan 2026
▲ 9.25%▲ 5.14%▲ 3.65%
▲ 7.60%▲ 2.30%▲ 3.86%
▲ 2.76%▲ 2.05%▲ 11.50%
▲ 12.88%▲ 3.56%▲ 3.81%
▲ 10.96%▲ 2.38%▲ 4.11%
▼ 3.58%▲ 0.19%▼ 6.37%
▼ 0.10%▲ 0.08%▼ 2.63%
▲ 4.06%▲ 1.47%▲ 0.57%
Recent Activity
Anywhere Real Estate ate
―
▲ 9.36%
2
Close
Jan 08, 2026
Compass
1.48%
▲ 2.12%
1
Open
Jan 08, 2026
VMware
―
▲ 21.71%
2
Close
Nov 21, 2023
Broadcom
15.3%
▲ 246.88%
1
Open
Nov 21, 2023
Sumo Logic
―
▼ 65.12%
2
Close
May 11, 2023
OneWater Marine
0.91%
▼ 60.04%
2
Buy
Feb 10, 2021
Nio
0.26%
▼ 91.57%
1
Open
Feb 02, 2021
CVS Health
1.02%
▲ 22.18%
1
Open
Feb 02, 2021
Beyond Meat
0.01%
▼ 99.54%
1
Open
Feb 02, 2021
Atlanticus Holdings
5.44%
▲ 81.16%
1
Open
Feb 02, 2021
General Motors
1.92%
▲ 65.14%
1
Open
Feb 02, 2021
Salesforce
1.94%
▼ 8.25%
1
Open
Feb 02, 2021
Alibaba
2.33%
▼ 29.90%
1
Open
Feb 02, 2021
Purple Innovation
0.03%
▼ 98.13%
1
Open
Feb 02, 2021
Uber Technologies
1.83%
▲ 41.78%
1
Open
Feb 02, 2021
Sea
0.53%
▼ 51.17%
1
Open
Feb 02, 2021
Block
0.28%
▼ 73.45%
1
Open
Feb 02, 2021
Qifu Technology
2.99%
▼ 0.31%
1
Open
Feb 02, 2021
Alphabet Class A
30.97%
▲ 254.91%
1
Open
Feb 02, 2021
Aurora Cannabis
0.05%
▼ 96.80%
1
Open
Feb 02, 2021