LT Growth - New Portfolio

James D

LT Growth
Individual Investor
Ranked #37,657 out of 753,381 TipRanks' Investors
Success Rate
66%
73 out of 110
profitable transactions
Average Return
30.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.11%
6-Month Return▲ 8.08%
12-Month Return▲ 37.97%
YTD Return▲ 15.55%
Total Return▲ 48.83%

Best Trade

Opened at
Closed at
Gain▲ 200.46%

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 after IPO, but only after IPO date 2 yrs ago. Ex CPA, CFO, COO

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 2.61%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.97%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.26%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.13%
Jul 2024
▼ 5.09%
▲ 0.98%
▲ 3.50%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▲ 2.61%
▲ 14.08%▲ 5.22%▲ 4.97%
▲ 5.05%▲ 3.27%▲ 1.26%
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 11.46%▲ 5.06%▲ 4.03%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.76%▲ 1.21%▲ 1.13%
▼ 5.09%▲ 0.98%▲ 3.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
5.53%
▲ 3.35%
3
Buy
Aug 07, 2024
Vital Farms
1.87%
▼ 8.99%
1
Open
Aug 06, 2024
Nvidia
5.26%
▲ 11.50%
3
Buy
Aug 02, 2024
Qualcomm
5.3%
▼ 7.92%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
2.56%
▼ 5.88%
3
Buy
Aug 01, 2024
Meta Platforms
3.07%
▲ 8.64%
2
Buy
Aug 01, 2024
Microsoft
4.24%
▲ 27.19%
4
Buy
Jul 31, 2024
Advanced Micro Devices
2.87%
▲ 75.34%
5
Buy
Jul 31, 2024
Costco
3.19%
▲ 58.90%
3
Buy
Jul 15, 2024
Boeing
▼ 7.12%
3
Close
Jul 13, 2024
Tesla
3.2%
▲ 17.59%
7
Buy
Jul 12, 2024
SoundHound AI, Inc Class A
1.46%
▲ 5.49%
2
Buy
Jul 10, 2024
First Solar
2.01%
▼ 11.58%
1
Open
Jun 17, 2024
Intuit
2.25%
▲ 26.20%
3
Buy
May 24, 2024
Autodesk
1.85%
▲ 15.29%
1
Open
May 18, 2024
FedEx
2.16%
▲ 17.31%
1
Open
May 18, 2024
Stanley Black & Decker
2.19%
▲ 12.87%
1
Open
May 16, 2024
IMPINJ
▲ 128.86%
3
Close
May 15, 2024
Intuitive Machines
1.45%
▼ 17.62%
3
Buy
May 15, 2024
NEXTracker, Inc. Class A
1.22%
▼ 8.42%
1
Open
May 15, 2024