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LT Growth - New Portfolio

James D

LT Growth
Individual Investor
Ranked #42,141 out of 788,174 TipRanks' Investors
Success Rate
65%
76 out of 117
profitable transactions
Average Return
41.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.89%
6-Month Return▲ 13.57%
12-Month Return▲ 25.68%
YTD Return▲ 3.27%
Total Return▲ 69.52%

Best Trade

Opened at
Closed at-
Gain▲ 278.50%

Bio

Investing in equities since 1979. LT approach, very little trading. Look for great Founders in large TAM business activities with a great future. Occassionally buy smaller company ~2 years after their IPO date. Ex CPA, CFO, COO

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 1.13%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.73%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.54%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.79%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 9.97%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 1.46%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 2.45%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 0.79%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.13%
▼ 13.14%▲ 2.34%▲ 1.73%
▲ 2.93%▲ 2.10%▲ 6.54%
▲ 9.99%▼ 0.89%▼ 2.79%
▲ 26.04%▲ 5.96%▲ 9.97%
▲ 5.81%▼ 2.41%▼ 1.46%
▲ 4.98%▲ 2.69%▲ 2.45%
▼ 8.93%▲ 1.85%▲ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intuitive Machines
5.43%
▲ 166.34%
4
Buy
Dec 23, 2024
SoundHound AI, Inc Class A
6.19%
▲ 42.22%
4
Buy
Dec 23, 2024
Amazon
▲ 92.09%
5
Close
Dec 03, 2024
Marqeta
▼ 47.61%
2
Close
Dec 03, 2024
FedEx
▲ 12.20%
2
Close
Dec 03, 2024
Booking Holdings
2.4%
▲ 105.33%
5
Sell
Sep 21, 2024
Home Depot
2.85%
▲ 27.47%
4
Sell
Sep 21, 2024
Microsoft
3.44%
▲ 26.83%
5
Sell
Sep 21, 2024
Advanced Micro Devices
2.18%
▲ 19.78%
6
Buy
Sep 21, 2024
TSMC
2.66%
▲ 148.54%
5
Sell
Sep 21, 2024
Albemarle
1.84%
▼ 18.62%
2
Buy
Sep 21, 2024
Formfactor
0.39%
▲ 20.76%
2
Buy
Sep 16, 2024
Apple
1.36%
▲ 46.43%
3
Buy
Sep 10, 2024
Super Micro Computer
5.17%
▼ 0.12%
3
Buy
Aug 07, 2024
Vital Farms
1.96%
▼ 1.67%
1
Open
Aug 06, 2024
Nvidia
5.42%
▲ 20.77%
3
Buy
Aug 02, 2024
Qualcomm
5.03%
▼ 6.86%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
3.12%
▲ 4.69%
3
Buy
Aug 01, 2024
Meta Platforms
3.87%
▲ 43.22%
2
Buy
Aug 01, 2024
Costco
3.56%
▲ 87.48%
3
Buy
Jul 15, 2024