Individual - New Portfolio

James L

Individual
Individual Investor
Ranked #270,154 out of 764,637 TipRanks' Investors
Success Rate
61%
22 out of 36
profitable transactions
Average Return
3.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 16.66%
6-Month Return▼ 8.33%
12-Month Return▲ 34.80%
YTD Return▲ 2.96%
Total Return▼ 30.81%

Best Trade

Opened at
Closed at-
Gain▲ 122.62%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 13.78%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 7.93%
May 2024
▼ 2.25%
▲ 3.53%
▼ 12.73%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.23%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.82%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 4.83%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 17.42%
Oct 2024
▼ 2.57%
▲ 0.42%
▲ 0.03%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 13.78%
▲ 11.46%▲ 5.06%▼ 7.93%
▼ 2.25%▲ 3.53%▼ 12.73%
▲ 25.72%▲ 1.21%▲ 2.23%
▼ 4.21%▲ 2.34%▲ 3.82%
▲ 7.82%▲ 2.10%▼ 4.83%
▲ 6.02%▼ 0.89%▲ 17.42%
▼ 2.57%▲ 0.42%▲ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Twilio
▲ 36.12%
2
Sell
Nov 01, 2024
Omnicell
▲ 25.65%
2
Close
Oct 31, 2024
Oric Pharmaceuticals
5.76%
▲ 6.82%
2
Buy
Oct 30, 2024
Amazon
10.49%
▲ 26.69%
3
Buy
Sep 24, 2024
Nvidia
33.62%
▲ 51.30%
6
Buy
Sep 24, 2024
Walt Disney
0.03%
▲ 3.41%
4
Sell
Sep 19, 2024
Vor Biopharma
4.48%
▼ 69.91%
8
Buy
Sep 16, 2024
Amprius Technologies Inc
2.58%
▼ 22.30%
3
Buy
Sep 16, 2024
Leap Therapeutics
7.36%
▲ 50.53%
4
Buy
Aug 15, 2024
Pliant Therapeutics
3.61%
▲ 22.53%
1
Buy
Aug 12, 2024
Crinetics Pharmaceuticals
6.26%
▲ 14.36%
1
Buy
Aug 12, 2024
SoundHound AI, Inc Class A
11.35%
▲ 23.19%
4
Buy
Apr 23, 2024
Astria Therapeutics
2%
▲ 29.70%
1
Buy
Jan 25, 2024