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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #18,516 out of 781,841 TipRanks' Investors
Success Rate
68%
93 out of 136
profitable transactions
Average Return
64.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.83%
6-Month Return▲ 6.02%
12-Month Return▲ 9.99%
YTD Return▲ 3.60%
Total Return▲ 134.21%

Best Trade

Opened at
Closed at-
Gain▲ 1579.06%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.77%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.74%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.26%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.29%
Dec 2024
▲ 5.87%
▲ 2.90%
▲ 3.60%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.77%
▲ 8.13%▲ 1.21%▲ 2.74%
▼ 13.14%▲ 2.34%▼ 3.35%
▲ 2.93%▲ 2.10%▲ 3.08%
▲ 10.00%▼ 0.89%▼ 3.99%
▲ 26.04%▲ 5.96%▲ 9.26%
▲ 5.93%▼ 2.41%▼ 4.29%
▲ 5.87%▲ 2.90%▲ 3.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Business Partners
0%
▲ 6.82%
2
Sell
Dec 20, 2024
Green Plains
1.31%
▲ 9.42%
4
Buy
Dec 20, 2024
Air Canada
0%
▲ 13.13%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
13.83%
▲ 109.04%
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
2.6%
▼ 18.35%
5
Buy
Aug 22, 2024
Cineplex
2.47%
▲ 79.43%
4
Sell
Aug 13, 2024
SmartCentres Real Estate Investment Trust
0.69%
▲ 65.07%
2
Sell
Jun 27, 2024
Walt Disney
0%
▲ 10.51%
2
Sell
Jun 20, 2024