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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #23,828 out of 797,094 TipRanks' Investors
Success Rate
62%
86 out of 138
profitable transactions
Average Return
52.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.92%
6-Month Return▼ 2.61%
12-Month Return▼ 5.60%
YTD Return▼ 5.59%
Total Return▲ 113.99%

Best Trade

Opened at
Closed at-
Gain▲ 1166.23%

Bio

This is my professional portfolio for Higher Risk individuals

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 3.12%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.03%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.23%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.21%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.64%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.65%
Mar 2025
▲ 2.73%
▼ 1.56%
▼ 1.87%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.12%
▲ 10.00%▼ 0.89%▼ 4.03%
▲ 25.97%▲ 5.96%▲ 9.23%
▲ 5.39%▼ 2.41%▼ 4.21%
▲ 6.04%▲ 2.69%▲ 3.63%
▼ 12.86%▼ 1.27%▼ 3.64%
▼ 1.80%▼ 5.57%▼ 3.65%
▲ 2.73%▼ 1.56%▼ 1.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cenovus Energy
0.7%
▲ 5.02%
1
Open
Apr 07, 2025
Desktop Metal
▼ 85.61%
3
Close
Apr 01, 2025
NexGen Energy
0%
▲ 10.33%
2
Sell
Mar 13, 2025
InPlay Oil Corp.
0%
▼ 20.04%
1
Open
Mar 13, 2025
Vicinity Motor
▼ 99.11%
7
Close
Feb 11, 2025
Brookfield Business Partners
0%
▲ 4.13%
2
Sell
Dec 20, 2024
Green Plains
0.53%
▼ 58.81%
4
Buy
Dec 20, 2024
Air Canada
0%
▼ 20.73%
2
Sell
Dec 18, 2024
Nuvei Corp
▼ 19.52%
4
Close
Nov 15, 2024
CI Financial
15.43%
▲ 110.93%
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