James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #20,292 out of 766,394 TipRanks' Investors
Success Rate
68%
92 out of 135
profitable transactions
Average Return
60.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.34%
6-Month Return▼ 1.77%
12-Month Return▲ 12.52%
YTD Return▲ 4.98%
Total Return▲ 123.80%

Best Trade

Opened at
Closed at-
Gain▲ 1556.52%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.88%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.38%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.13%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 3.95%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 3.53%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.88%
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▼ 2.80%
▲ 25.72%▲ 1.21%▲ 2.74%
▼ 4.22%▲ 2.34%▼ 3.38%
▲ 7.82%▲ 2.10%▲ 3.13%
▲ 6.02%▼ 0.89%▼ 3.95%
▲ 22.71%▲ 5.30%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CI Financial
10.97%
▲ 60.12%
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
▲ 135.22%
2
Close
Oct 07, 2024
AutoCanada
1.98%
▼ 41.08%
5
Buy
Aug 22, 2024
Cineplex
2.32%
▲ 62.45%
4
Sell
Aug 13, 2024
SmartCentres Real Estate Investment Trust
0.75%
▲ 66.46%
2
Sell
Jun 27, 2024
Walt Disney
0%
▼ 0.52%
2
Sell
Jun 20, 2024
E3 Metals
0%
▼ 69.03%
3
Sell
Jun 06, 2024
Tesla
0.62%
▲ 83.57%
3
Buy
Feb 20, 2024
Sherritt International
0%
▼ 61.17%
3
Sell
Sep 15, 2023
Flowserve
0%
▲ 183.67%
2
Sell
Sep 06, 2023