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New Portfolio - New Portfolio

James Robinson

New Portfolio
Individual Investor
Ranked #322,879 out of 790,761 TipRanks' Investors
Success Rate
53%
159 out of 301
profitable transactions
Average Return
3.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.84%
6-Month Return▼ 9.07%
12-Month Return▼ 13.14%
YTD Return▼ 10.66%
Total Return▼ 25.09%

Best Trade

Opened at
Closed at-
Gain▲ 294.64%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 5.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 5.58%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.42%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.16%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.40%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.73%
Feb 2025
▲ 11.49%
▼ 3.07%
▼ 3.43%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 5.35%
▲ 2.93%▲ 2.10%▼ 5.58%
▲ 10.00%▼ 0.89%▼ 2.42%
▲ 26.01%▲ 5.96%▲ 6.16%
▲ 5.96%▼ 2.41%▼ 3.40%
▲ 5.25%▲ 2.69%▲ 1.36%
▼ 12.86%▼ 1.27%▼ 8.73%
▲ 11.49%▼ 3.07%▼ 3.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SNDL
▼ 20.95%
5
Close
Feb 23, 2025
Adverum Biotechnologies
▼ 56.45%
6
Close
Feb 23, 2025
Crispr Therapeutics AG
8.94%
▼ 16.42%
4
Buy
Feb 23, 2025
Orion Group Holdings
▼ 16.89%
3
Close
Feb 23, 2025
SUNation Energy
▼ 98.01%
5
Close
Feb 23, 2025
Hub
▼ 13.19%
2
Close
Feb 23, 2025
Erasca
▲ 18.44%
2
Close
Sep 18, 2024
Fulcrum Therapeutics
▼ 56.34%
4
Close
Sep 18, 2024
Gladstone Capital
▲ 0.69%
2
Close
Sep 18, 2024
Immunic
▲ 26.58%
3
Close
Sep 18, 2024
Palantir Technologies
▲ 17.93%
2
Close
Sep 18, 2024
Robinhood Markets
5.82%
▲ 52.12%
6
Sell
Sep 02, 2024
Annexon Biosciences
▼ 1.54%
5
Close
Sep 02, 2024
Global X NASDAQ 100 Covered Call ETF
▲ 7.25%
2
Close
Sep 02, 2024
VICI Properties
▲ 12.25%
3
Close
Sep 02, 2024
Citius Pharmaceuticals
▼ 30.49%
2
Close
Sep 02, 2024
Tilray
▲ 3.43%
6
Close
Aug 26, 2024
Microsoft
5.15%
▲ 12.68%
4
Buy
Aug 26, 2024
Meta Platforms
4.1%
▲ 98.14%
4
Buy
Aug 26, 2024
Alphabet Class A
2.28%
▲ 36.91%
4
Buy
Aug 26, 2024