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New Portfolio - New Portfolio

James ZH.

New Portfolio
Individual Investor
Ranked #156,515 out of 747,046 TipRanks' Investors
Success Rate
48%
84 out of 177
profitable transactions
Average Return
27.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.38%
6-Month Return▲ 22.84%
12-Month Return▲ 11.00%
YTD Return▲ 16.62%
Total Return▲ 64.20%

Best Trade

Opened at
Closed at
Gain▲ 677.03%

Bio

Seeking Equity appreciation with annual growth rate (ROI) at least above 25% with focus in Technology, BioMedical, Industrial and Consumer Staples.

Performance

19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 16.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.64%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.37%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.30%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.99%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.92%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.98%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 10.00%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 16.93%
▼ 1.87%▲ 1.59%▼ 2.64%
▲ 14.08%▲ 5.22%▲ 10.37%
▲ 5.05%▲ 3.27%▲ 4.30%
▼ 12.40%▼ 4.03%▼ 6.99%
▲ 11.46%▲ 5.06%▲ 5.92%
▼ 2.25%▲ 3.53%▼ 3.98%
▲ 19.38%▲ 2.34%▲ 10.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Deciphera Pharmaceuticals
▼ 56.86%
2
Close
Jun 10, 2024
Gamida Cell
▼ 99.76%
2
Close
May 24, 2024
CymaBay Therapeutics
▲ 488.76%
3
Close
Mar 25, 2024
MiX Telematics
▲ 76.00%
2
Close
Mar 25, 2024
Seagen
▲ 64.65%
2
Close
Dec 12, 2023
Western Asset Mortgage
▼ 55.26%
2
Close
Dec 05, 2023
AG Mortgage
0%
▲ 45.55%
1
Open
Dec 05, 2023
VMware
▲ 38.99%
2
Close
Nov 21, 2023
Broadcom
0%
▲ 60.89%
1
Open
Nov 21, 2023
Argo Group International Holdings
▼ 8.83%
2
Close
Nov 15, 2023
New Relic
▲ 79.36%
2
Close
Nov 07, 2023
Spectrum Pharmaceuticals
▼ 53.18%
2
Close
Jul 31, 2023
Assertio Therapeutics
0.1%
▼ 70.83%
1
Open
Jul 31, 2023
Berkshire Grey
▼ 60.67%
2
Close
Jul 19, 2023
Qutoutiao
▼ 99.40%
2
Close
Mar 27, 2023
Ping Identity Holding
▲ 23.97%
2
Close
Oct 17, 2022
Citrix Systems
▼ 24.22%
2
Close
Sep 26, 2022
Compugen
0.28%
▼ 68.31%
1
Open
Nov 12, 2021
C3ai
6.85%
▼ 49.58%
2
Buy
Nov 11, 2021
Franklin BSP Realty Trust
0%
▲ 6.25%
1
Open
Oct 19, 2021