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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #21,801 out of 793,835 TipRanks' Investors
Success Rate
64%
88 out of 137
profitable transactions
Average Return
52.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.61%
6-Month Return▼ 3.52%
12-Month Return▼ 3.44%
YTD Return▼ 3.95%
Total Return▲ 117.12%

Best Trade

Opened at
Closed at-
Gain▲ 1150.94%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 3.41%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.09%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.00%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.23%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.20%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.64%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 3.61%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 3.41%
▲ 2.93%▲ 2.10%▲ 3.09%
▲ 10.00%▼ 0.89%▼ 4.00%
▲ 26.01%▲ 5.96%▲ 9.23%
▲ 5.33%▼ 2.41%▼ 4.20%
▲ 5.89%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▼ 3.64%
▲ 1.87%▼ 6.20%▼ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NexGen Energy
0%
▲ 1.56%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▲ 2.24%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 18.59%
2
Sell
Dec 20, 2024
Green Plains
0.74%
▼ 44.08%
4
Buy
Dec 20, 2024
Air Canada
0%
▼ 20.39%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
15.17%
▲ 109.38%
10
Sell
Oct 29, 2024
Schneider Electric
▲ 56.78%
2
Close
Oct 08, 2024
ABB Ltd
▲ 61.76%
2
Close
Oct 07, 2024
Accelleron Industries AG
▲ 111.76%
2
Close
Oct 07, 2024
Caterpillar
▲ 89.30%
2
Close
Oct 07, 2024
Dow Inc
▲ 9.83%
2
Close
Oct 07, 2024
Eaton
▲ 97.55%
2
Close
Oct 07, 2024
Procter & Gamble
▲ 10.23%
2
Close
Oct 07, 2024
Rio Tinto
▲ 23.51%
2
Close
Oct 07, 2024
Enbridge
▲ 18.13%
2
Close
Oct 07, 2024
Royal Bank Of Canada
▲ 33.02%
2
Close
Oct 07, 2024
Hitachi
▲ 134.19%
2
Close
Oct 07, 2024
AutoCanada
2.3%
▼ 34.32%
5
Buy
Aug 22, 2024