tiprankstipranks

New Portfolio - New Portfolio

James Robinson

New Portfolio
Individual Investor
Ranked #222,742 out of 744,483 TipRanks' Investors
Success Rate
55%
149 out of 269
profitable transactions
Average Return
6.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.89%
6-Month Return▲ 23.28%
12-Month Return▲ 39.66%
YTD Return▲ 18.41%
Total Return▼ 7.39%

Best Trade

Opened at
Closed at-
Gain▲ 340.60%

Bio

This is my investment portfolio, I am a long term investor, although, their are times i make swing trades. I started investing 5 yrs ago.

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 11.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.96%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.67%
Jun 2024
▲ 8.19%
▲ 1.91%
▲ 3.32%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.69%
▼ 1.87%▲ 1.59%▲ 0.10%
▲ 14.08%▲ 5.22%▲ 11.03%
▲ 5.05%▲ 3.27%▲ 1.58%
▼ 12.40%▼ 4.03%▼ 9.33%
▲ 11.46%▲ 5.06%▲ 4.96%
▼ 2.25%▲ 3.53%▲ 6.67%
▲ 8.19%▲ 1.91%▲ 3.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tilray
1.07%
▼ 0.69%
3
Open
Jul 01, 2024
Apple
▲ 14.79%
9
Close
Jul 01, 2024
Archer Aviation
4.14%
▼ 6.08%
8
Buy
Jul 01, 2024
Adverum Biotechnologies
3.89%
▼ 33.26%
2
Buy
Jul 01, 2024
Annexon Biosciences
0.21%
▼ 17.31%
2
Sell
Jul 01, 2024
ARK Innovation ETF
▼ 12.36%
2
Close
Jul 01, 2024
Crispr Therapeutics AG
4.99%
▼ 16.05%
2
Buy
Jul 01, 2024
Everi Holdings
▼ 27.26%
2
Close
Jul 01, 2024
Fidelity Total Market Index Fund
▲ 7.96%
3
Close
Jul 01, 2024
Erasca
2.04%
▼ 11.07%
1
Open
Jul 01, 2024
ARM Holdings PLC ADR
5.11%
▲ 14.08%
1
Open
Jul 01, 2024
Auna S.A. Class A
0.75%
▲ 1.01%
1
Open
Jul 01, 2024
Fulcrum Therapeutics
2.33%
▼ 1.90%
1
Open
Jul 01, 2024
Gladstone Capital
1.12%
▲ 1.24%
1
Open
Jul 01, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
4.25%
▲ 1.21%
1
Open
Jul 01, 2024
Orion Group Holdings
2.44%
▲ 0.58%
1
Open
Jul 01, 2024
Pineapple Holdings
0.76%
▼ 6.87%
1
Open
Jul 01, 2024
SkyWater Technology
7.19%
▲ 1.06%
1
Open
Jul 01, 2024
SoundHound AI, Inc Class A
3.94%
▲ 7.71%
1
Open
Jul 01, 2024
Knightscope Inc Class A
▼ 39.34%
2
Close
May 28, 2024