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LT Growth - New Portfolio

James D

LT Growth
Individual Investor
Ranked #39,359 out of 769,002 TipRanks' Investors
Success Rate
66%
75 out of 114
profitable transactions
Average Return
37.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.02%
6-Month Return▲ 10.91%
12-Month Return▲ 32.40%
YTD Return▲ 23.84%
Total Return▲ 59.51%

Best Trade

Opened at
Closed at-
Gain▲ 212.43%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.54%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.58%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.06%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 11.46%▲ 5.06%▲ 4.03%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.72%▲ 1.21%▲ 1.13%
▼ 4.22%▲ 2.34%▲ 1.73%
▲ 7.82%▲ 2.10%▲ 6.54%
▲ 5.70%▼ 0.89%▼ 2.58%
▲ 23.63%▲ 3.84%▲ 5.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Booking Holdings
2.54%
▲ 104.91%
5
Sell
Sep 21, 2024
Home Depot
3.18%
▲ 29.20%
4
Sell
Sep 21, 2024
Microsoft
3.66%
▲ 26.80%
5
Sell
Sep 21, 2024
Amazon
0%
▲ 82.58%
4
Sell
Sep 21, 2024
Advanced Micro Devices
2.79%
▲ 44.36%
6
Buy
Sep 21, 2024
Taiwan Semiconductor Manufacturing
2.68%
▲ 133.38%
5
Sell
Sep 21, 2024
Albemarle
2.58%
▲ 7.63%
2
Buy
Sep 21, 2024
Formfactor
0.45%
▲ 28.09%
2
Buy
Sep 16, 2024
Apple
1.35%
▲ 36.25%
3
Buy
Sep 10, 2024
Super Micro Computer
2.72%
▼ 56.52%
3
Buy
Aug 07, 2024
Vital Farms
1.83%
▼ 14.79%
1
Open
Aug 06, 2024
Nvidia
6.07%
▲ 25.74%
3
Buy
Aug 02, 2024
Qualcomm
4.82%
▼ 17.71%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
2.95%
▼ 7.22%
3
Buy
Aug 01, 2024
Meta Platforms
3.33%
▲ 16.47%
2
Buy
Aug 01, 2024
Costco
3.53%
▲ 67.96%
3
Buy
Jul 15, 2024
Boeing
▼ 7.12%
3
Close
Jul 13, 2024
Tesla
5.02%
▲ 39.94%
7
Buy
Jul 12, 2024
SoundHound AI, Inc Class A
2.06%
▲ 35.07%
2
Buy
Jul 10, 2024
First Solar
1.61%
▼ 29.27%
1
Open
Jun 17, 2024