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James - New Portfolio
jschofield@assante.com
JamesIndividual Investor
Ranked #22,210 out of 744,499 TipRanks' Investors
Success Rate
86 out of 132
profitable transactions
profitable transactions
Average Return
48.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.88%
6-Month Return▲ 0.87%
12-Month Return▲ 2.73%
YTD Return▲ 1.13%
Total Return▲ 114.98%
Best Trade
Bio
This is my professional portfolio for Higher Risk individuals
Performance
14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 6.44%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.82%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.53%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.91%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.63%
Jun 2024
▲ 5.65%
▲ 1.91%
▼ 1.91%
Jul 2024
▲ 5.14%▲ 4.57%▲ 6.44%
▼ 1.87%▲ 1.59%▼ 0.82%
▲ 14.08%▲ 5.22%▲ 2.62%
▲ 5.05%▲ 3.27%▲ 3.53%
▼ 12.40%▼ 4.03%▼ 0.91%
▲ 11.46%▲ 5.06%▲ 1.41%
▼ 2.25%▲ 3.53%▼ 2.63%
▲ 5.65%▲ 1.91%▼ 1.91%
Recent Activity
SmartCentres Real Estate Investment Trust
0.79%
▲ 45.38%
2
Sell
Jun 27, 2024
Walt Disney
0%
▼ 3.35%
2
Sell
Jun 20, 2024
E3 Metals
0%
▼ 61.97%
3
Sell
Jun 06, 2024
Tesla
0.55%
▲ 31.92%
3
Buy
Feb 20, 2024
Sherritt International
0%
▼ 45.42%
3
Sell
Sep 15, 2023
Flowserve
0%
▲ 115.63%
2
Sell
Sep 06, 2023
Eli Lilly & Co
1.99%
▲ 67.78%
1
Open
Aug 30, 2023
Liberty Global LiLAC
0%
▲ 5.08%
2
Sell
Aug 14, 2023
Mattel
2.11%
▼ 22.62%
3
Buy
Jul 19, 2023
ONEX Corporation
0%
▲ 32.84%
2
Sell
Jul 13, 2023
Nuvei Corp
0.14%
▼ 25.87%
3
Buy
Jul 13, 2023
AutoCanada
1.21%
▼ 38.01%
4
Buy
Jun 15, 2023
Nutrien
0%
▼ 41.96%
4
Sell
Jun 15, 2023
PHX Energy Services
0.16%
▲ 56.65%
1
Open
May 12, 2023
Virgin Galactic Holdings
0.02%
▲ 18.76%
3
Buy
May 11, 2023
ABB Ltd
0%
▲ 56.43%
1
Open
May 02, 2023
Accelleron Industries AG
0%
▲ 67.38%
1
Open
May 02, 2023
Caterpillar
0%
▲ 55.44%
1
Open
May 02, 2023
Dow Inc
0%
▲ 3.66%
1
Open
May 02, 2023
Eaton
0%
▲ 86.74%
1
Open
May 02, 2023