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New Portfolio - New Portfolio

James Robinson

New Portfolio
Individual Investor
Ranked #224,355 out of 737,305 TipRanks' Investors
Success Rate
55%
139 out of 255
profitable transactions
Average Return
4.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.71%
6-Month Return▲ 20.85%
12-Month Return▲ 36.52%
YTD Return▲ 8.20%
Total Return▼ 15.37%

Best Trade

Opened at
Closed at-
Gain▲ 302.02%

Bio

This is my investment portfolio, I am a long term investor, although, their are times i make swing trades. I started investing 5 yrs ago.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▲ 0.53%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.52%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 11.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.10%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.03%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.33%
Apr 2024
▲ 12.75%
▲ 5.54%
▲ 5.71%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▲ 0.53%
▲ 9.22%▲ 9.13%▲ 11.52%
▲ 5.14%▲ 4.57%▲ 11.69%
▼ 1.87%▲ 1.59%▲ 0.10%
▲ 14.08%▲ 5.22%▲ 11.03%
▲ 5.05%▲ 3.27%▲ 1.58%
▼ 12.40%▼ 4.03%▼ 9.33%
▲ 12.75%▲ 5.54%▲ 5.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Knightscope Inc Class A
▼ 39.34%
2
Close
May 28, 2024
iShares International Treasury Bond ETF
▼ 21.48%
3
Close
Feb 25, 2024
Fidelity Total Market Index Fund
1.01%
▲ 4.25%
2
Buy
Feb 25, 2024
SoFi Technologies
▲ 12.50%
7
Close
Feb 12, 2024
Roblox
▼ 10.10%
5
Close
Feb 12, 2024
Apple
6.21%
▲ 5.78%
8
Buy
Feb 12, 2024
G1 Therapeutics
▲ 7.87%
15
Close
Feb 12, 2024
Archer Aviation
1.66%
▼ 25.94%
7
Open
Feb 12, 2024
Robinhood Markets
8.72%
▼ 12.64%
4
Open
Feb 12, 2024
Salesforce
▲ 21.42%
4
Close
Feb 12, 2024
Vanguard Total Stock Market ETF
▲ 24.01%
3
Close
Feb 12, 2024
Microsoft
3.55%
▲ 28.46%
3
Buy
Feb 12, 2024
Amazon
21.24%
▲ 49.44%
3
Buy
Feb 12, 2024
Meta Platforms
6.8%
▲ 69.44%
3
Buy
Feb 12, 2024
Alphabet Class A
4.68%
▲ 48.77%
3
Buy
Feb 12, 2024
Nvidia
8.54%
▲ 218.33%
3
Buy
Feb 12, 2024
Advanced Micro Devices
5.19%
▲ 47.85%
3
Buy
Feb 12, 2024
Amplify Transformational Data Sharing ETF
6.44%
▲ 50.72%
3
Buy
Feb 12, 2024
AI Powered Equity ETF
1.46%
▲ 16.03%
3
Buy
Feb 12, 2024
Walmart
▲ 12.13%
2
Close
Feb 12, 2024