New Portfolio - New Portfolio

James L

New Portfolio
Individual Investor
Ranked #283,898 out of 748,869 TipRanks' Investors
Success Rate
47%
26 out of 55
profitable transactions
Average Return
13.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.59%
6-Month Return▲ 6.29%
12-Month Return▲ 26.38%
YTD Return▲ 4.52%
Total Return▼ 18.92%

Best Trade

Opened at
Closed at
Gain▲ 380.97%

Bio

Performance

33.24%0-33.24%
▲ 5.14%
▲ 4.57%
▲ 33.24%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 16.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.23%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 14.41%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.88%
May 2024
▼ 2.25%
▲ 3.53%
▼ 13.52%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 14.98%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 33.24%
▼ 1.87%▲ 1.59%▲ 1.39%
▲ 14.08%▲ 5.22%▲ 16.29%
▲ 5.05%▲ 3.27%▲ 2.23%
▼ 12.40%▼ 4.03%▼ 14.41%
▲ 11.46%▲ 5.06%▲ 1.88%
▼ 2.25%▲ 3.53%▼ 13.52%
▲ 24.77%▼ 1.07%▲ 14.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vor Biopharma
3.5%
▼ 47.29%
3
Buy
Jul 17, 2024
Nvidia
30.79%
▲ 20.67%
3
Buy
Jul 17, 2024
SoundHound AI, Inc Class A
15.07%
▲ 54.79%
4
Buy
Apr 25, 2024
Pliant Therapeutics
4.43%
▼ 25.80%
2
Buy
Mar 15, 2024
TScan Therapeutics
0%
▲ 30.16%
3
Sell
Mar 13, 2024
Tenaya Therapeutics
▼ 14.74%
5
Close
Mar 12, 2024
CVS Health
▲ 5.08%
3
Close
Mar 12, 2024
Twilio
8.66%
▼ 5.40%
1
Open
Mar 12, 2024
Vanguard International Dividend Appreciation ETF
▲ 2.93%
3
Close
Mar 04, 2024
Leap Therapeutics
3.44%
▼ 7.87%
3
Buy
Feb 23, 2024
BridgeBio Pharma
▲ 19.61%
2
Close
Feb 16, 2024
ALX Oncology Holdings
▲ 118.74%
5
Close
Feb 16, 2024
Rivian Automotive
▼ 29.77%
2
Close
Feb 16, 2024
Vigil Neuroscience Inc
0.00%
2
Close
Feb 16, 2024
Vanguard Value ETF
▲ 1.32%
2
Close
Feb 16, 2024
Vanguard Index Trust - Growth Index Fund Institutional Shares
▲ 0.39%
3
Close
Feb 16, 2024
Enphase Energy
▼ 37.50%
3
Close
Feb 01, 2024
Astria Therapeutics
2.81%
▲ 38.72%
1
Open
Jan 23, 2024
NextEra Energy
▼ 4.05%
3
Close
Jan 06, 2024
LianBio Sponsored ADR
▲ 101.01%
2
Close
Nov 17, 2023