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LT Growth - New Portfolio

James D

LT Growth
Individual Investor
Ranked #31,493 out of 775,923 TipRanks' Investors
Success Rate
66%
76 out of 115
profitable transactions
Average Return
43.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.26%
6-Month Return▲ 16.44%
12-Month Return▲ 28.53%
YTD Return▲ 28.82%
Total Return▲ 65.93%

Best Trade

Opened at
Closed at-
Gain▲ 383.44%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.59%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.13%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.73%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.54%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.78%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.97%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.41%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.03%
▼ 2.25%▲ 3.53%▲ 2.59%
▲ 25.71%▲ 1.21%▲ 1.13%
▼ 4.22%▲ 2.34%▲ 1.73%
▲ 7.82%▲ 2.10%▲ 6.54%
▲ 5.38%▼ 0.89%▼ 2.78%
▲ 43.22%▲ 5.96%▲ 9.97%
▲ 3.34%▼ 1.56%▼ 0.41%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoundHound AI, Inc Class A
11.81%
▲ 242.64%
3
Buy
Dec 19, 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
2.27%
▲ 106.57%
5
Sell
Sep 21, 2024
Home Depot
2.81%
▲ 26.81%
4
Sell
Sep 21, 2024
Microsoft
3.57%
▲ 33.51%
5
Sell
Sep 21, 2024
Advanced Micro Devices
2.24%
▲ 25.07%
6
Buy
Sep 21, 2024
Taiwan Semiconductor Manufacturing
2.56%
▲ 144.95%
5
Sell
Sep 21, 2024
Albemarle
1.94%
▼ 12.56%
2
Buy
Sep 21, 2024
Formfactor
0.44%
▲ 38.49%
2
Buy
Sep 16, 2024
Apple
1.39%
▲ 51.42%
3
Buy
Sep 10, 2024
Super Micro Computer
2.67%
▼ 46.76%
3
Buy
Aug 07, 2024
Vital Farms
2.17%
▲ 12.25%
1
Open
Aug 06, 2024
Nvidia
5.15%
▲ 16.11%
3
Buy
Aug 02, 2024
Qualcomm
4.38%
▼ 18.02%
4
Buy
Aug 01, 2024
ARM Holdings PLC ADR
2.7%
▼ 8.29%
3
Buy
Aug 01, 2024
Meta Platforms
3.19%
▲ 20.63%
2
Buy
Aug 01, 2024
Costco
3.25%
▲ 72.66%
3
Buy
Jul 15, 2024
Boeing
▼ 7.12%
3
Close
Jul 13, 2024