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New Portfolio - New Portfolio

KenJames

New Portfolio
Individual Investor
Ranked #101,954 out of 793,704 TipRanks' Investors
Success Rate
77%
10 out of 13
profitable transactions
Average Return
56.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.21%
6-Month Return▲ 3.03%
12-Month Return▲ 22.82%
YTD Return▼ 6.12%
Total Return▲ 93.24%

Best Trade

Opened at
Closed at-
Gain▲ 186.31%

Bio

AAPL, NVDA, LMT, LRCX, MSFT, XOM, CVX, IIPR, TSLA, OXY, RONI, META. TSM, I hold all these companies in my portfolio but my best holding is LMT which I purchased back in 1984 for $2.87 2,000 shares and still hold every share.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.82%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.25%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.83%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.99%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 1.62%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.12%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 5.21%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.82%
▲ 2.93%▲ 2.10%▲ 2.25%
▲ 10.00%▼ 0.89%▲ 2.83%
▲ 26.01%▲ 5.96%▲ 4.99%
▲ 5.33%▼ 2.41%▲ 1.62%
▲ 5.89%▲ 2.69%▲ 2.23%
▼ 12.86%▼ 1.27%▼ 3.12%
▲ 3.73%▼ 4.27%▼ 5.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco QQQ Trust
0%
▼ 1.02%
1
Open
Sep 30, 2024
Meta Platforms
0%
▲ 5.44%
1
Open
Sep 30, 2024
SPDR S&P 500 ETF Trust
0%
▼ 0.53%
1
Open
Sep 30, 2024
Microsoft
0%
▼ 8.87%
1
Open
Sep 30, 2024
Nvidia
100%
▲ 136.59%
2
Buy
Jan 22, 2024
Salesforce
0%
▲ 51.99%
1
Open
Mar 05, 2023
Trinity Capital
0%
▲ 50.42%
1
Open
Mar 03, 2023
Alphabet Class A
0%
▲ 81.39%
1
Open
Feb 26, 2023
Amazon
0%
▲ 97.06%
1
Open
Feb 05, 2023
Apple
0%
▲ 49.25%
1
Open
Feb 05, 2023
TSMC
0%
▲ 88.65%
1
Open
Feb 05, 2023
Altria Group
0%
▲ 47.94%
1
Open
Feb 01, 2023