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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #18,159 out of 775,905 TipRanks' Investors
Success Rate
68%
92 out of 135
profitable transactions
Average Return
60.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.01%
6-Month Return▲ 3.37%
12-Month Return▲ 6.57%
YTD Return▲ 5.36%
Total Return▲ 124.70%

Best Trade

Opened at
Closed at-
Gain▲ 1436.27%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.80%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.13%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.97%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.26%
Nov 2024
▼ 0.45%
▼ 1.56%
▼ 4.90%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.49%
▼ 2.25%▲ 3.53%▼ 2.80%
▲ 25.71%▲ 1.21%▲ 2.74%
▼ 4.22%▲ 2.34%▼ 3.35%
▲ 7.82%▲ 2.10%▲ 3.13%
▲ 5.38%▼ 0.89%▼ 3.97%
▲ 43.22%▲ 5.96%▲ 9.26%
▼ 0.45%▼ 1.56%▼ 4.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Business Partners
0%
▲ 13.65%
2
Sell
Dec 20, 2024
Green Plains
1.32%
▲ 11.89%
4
Buy
Dec 20, 2024
Air Canada
0%
▲ 23.72%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
13.83%
▲ 105.63%
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
2.24%
▼ 29.31%
5
Buy
Aug 22, 2024
Cineplex
2.79%
▲ 97.86%
4
Sell
Aug 13, 2024
SmartCentres Real Estate Investment Trust
0.71%
▲ 69.52%
2
Sell
Jun 27, 2024
Walt Disney
0%
▲ 11.50%
2
Sell
Jun 20, 2024