JAS - New Portfolio

James Schofield

JAS
Individual Investor
Ranked #33,998 out of 765,504 TipRanks' Investors
Success Rate
74%
143 out of 193
profitable transactions
Average Return
22.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.21%
6-Month Return▲ 29.19%
12-Month Return▲ 89.89%
YTD Return▲ 73.08%
Total Return▲ 121.62%

Best Trade

Opened at
Closed at-
Gain▲ 271.92%

Bio

A small portfolio of big tech stocks to start with (I am a new trader) and will then graduate to hold value companies with good dividends history.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.27%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 9.85%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 5.08%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.01%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 2.06%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 7.99%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.27%
▲ 11.46%▲ 5.06%▲ 11.98%
▼ 2.25%▲ 3.53%▲ 9.85%
▲ 25.72%▲ 1.21%▼ 5.08%
▼ 4.21%▲ 2.34%▲ 2.34%
▲ 7.82%▲ 2.10%▲ 4.01%
▲ 6.02%▼ 0.89%▲ 2.06%
▲ 12.58%▲ 1.42%▲ 7.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
1.63%
▼ 0.40%
18
Buy
Nov 05, 2024
CrowdStrike Holdings
1.6%
▲ 1.58%
8
Buy
Nov 05, 2024
Cloudflare
0.8%
▲ 4.96%
3
Sell
Nov 05, 2024
Automatic Data Processing
1.34%
▲ 5.05%
2
Buy
Nov 05, 2024
Marvell
0.93%
▲ 5.68%
2
Buy
Nov 05, 2024
Extreme Networks
▲ 0.66%
2
Close
Nov 05, 2024
Advanced Micro Devices
0.77%
▲ 3.12%
2
Sell
Nov 05, 2024
Synopsys
0.81%
▲ 5.97%
1
Open
Nov 05, 2024
Alphabet Class A
▲ 6.84%
31
Close
Nov 03, 2024
ARM Holdings PLC ADR
0.81%
▲ 0.93%
4
Buy
Nov 02, 2024
Palantir Technologies
0.93%
▲ 6.32%
4
Open
Oct 30, 2024
Microsoft
7.39%
▲ 11.55%
31
Sell
Oct 05, 2024
Mercadolibre
▼ 6.63%
3
Close
Oct 05, 2024
Meta Platforms
▲ 44.92%
29
Close
Sep 18, 2024
Nvidia
69.04%
▲ 106.93%
39
Sell
Aug 10, 2024
Broadcom
▲ 4.28%
24
Close
Aug 10, 2024
Amazon
11.59%
▲ 21.28%
28
Sell
Aug 07, 2024
Alibaba
▲ 27.81%
1
Close
Jun 13, 2024
Visa
▼ 0.27%
11
Close
May 02, 2024
Johnson & Johnson
▼ 0.17%
4
Close
Apr 27, 2024