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New Portfolio - New Portfolio

Jimmy R

New Portfolio
Individual Investor
Ranked #159,684 out of 746,803 TipRanks' Investors
Success Rate
62%
26 out of 42
profitable transactions
Average Return
19.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.73%
6-Month Return▲ 12.95%
12-Month Return▲ 12.29%
YTD Return▲ 14.58%
Total Return▲ 29.22%

Best Trade

Opened at
Closed at-
Gain▲ 209.92%

Bio

Long term

Performance

24.01%0-24.01%
▲ 5.14%
▲ 4.57%
▲ 7.69%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.84%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.43%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.84%
Jun 2024
▲ 24.01%
▲ 3.79%
▲ 9.53%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.69%
▼ 1.87%▲ 1.59%▲ 1.84%
▲ 14.08%▲ 5.22%▲ 8.05%
▲ 5.05%▲ 3.27%▲ 0.66%
▼ 12.40%▼ 4.03%▼ 6.92%
▲ 11.46%▲ 5.06%▲ 4.43%
▼ 2.25%▲ 3.53%▼ 2.84%
▲ 24.01%▲ 3.79%▲ 9.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Amazon
6.23%
▲ 44.07%
3
Buy
Jul 09, 2024
Archer Aviation
0.49%
▲ 25.93%
1
Open
Jul 09, 2024
Aeva Technologies
1.52%
▼ 32.91%
5
Buy
Mar 19, 2024
Apple
50.25%
▲ 59.28%
4
Buy
Feb 24, 2024
Crown Castle
2.06%
▼ 10.57%
3
Buy
Feb 24, 2024
Novartis
0.11%
▲ 14.19%
2
Buy
Feb 24, 2024
Starbucks
▼ 7.40%
2
Close
Jan 25, 2024
Dick's Sporting Goods
0.21%
▲ 75.44%
2
Buy
Jan 25, 2024
AbbVie
5.13%
▲ 21.55%
2
Buy
Jul 03, 2023
Coca-Cola
1.78%
▲ 6.80%
2
Buy
Apr 12, 2023
Wynn Resorts
2.15%
▼ 9.24%
2
Buy
Mar 29, 2023
Option Care Health
1.08%
▲ 2.05%
2
Buy
Mar 29, 2023
Kohl's
▼ 10.55%
2
Close
Mar 24, 2023
Exxon Mobil
9.76%
▲ 12.53%
2
Buy
Feb 22, 2023
International Business Machines
14.63%
▲ 45.18%
2
Buy
Feb 22, 2023
United Airlines Holdings
4.58%
▲ 11.50%
2
Buy
Feb 22, 2023
GE Healthcare Technologies Inc
0%
▲ 36.88%
1
Open
Jan 04, 2023
Comstock Resources
0%
▼ 12.38%
1
Open
Jan 03, 2023
CVS Health
0%
▼ 32.01%
1
Open
Jan 03, 2023
Schlumberger
0%
▼ 2.40%
1
Open
Jan 03, 2023