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Jim's Portfolio - New Portfolio
James Roan
Jim's PortfolioIndividual Investor
Ranked #62,521 out of 747,696 TipRanks' Investors
Success Rate
160 out of 229
profitable transactions
profitable transactions
Average Return
9.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 12.42%
6-Month Return▲ 36.86%
12-Month Return▲ 42.03%
YTD Return▲ 28.51%
Total Return▲ 47.64%
Best Trade
Bio
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 3.43%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.15%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.37%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 7.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.12%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 12.83%
Jul 2024
▲ 5.14%▲ 4.57%▲ 3.43%
▼ 1.87%▲ 1.59%▼ 1.15%
▲ 14.08%▲ 5.22%▲ 11.37%
▲ 5.05%▲ 3.27%▲ 4.52%
▼ 12.40%▼ 4.03%▼ 7.15%
▲ 11.46%▲ 5.06%▲ 10.04%
▼ 2.25%▲ 3.53%▼ 3.12%
▲ 29.87%▲ 0.88%▲ 12.83%
Recent Activity
Energy Transfer
5.63%
▲ 30.14%
30
Buy
Jul 18, 2024
Schwab US Dividend Equity ETF
16.53%
▲ 11.36%
30
Sell
Jul 18, 2024
Vanguard Information Technology ETF
8.5%
▲ 19.39%
11
Buy
Jul 18, 2024
Invesco NASDAQ 100 ETF
28.17%
▲ 17.23%
11
Buy
Jul 18, 2024
Global X NASDAQ 100 Covered Call ETF
1.37%
▲ 22.32%
8
Sell
Jul 10, 2024
Vanguard S&P 500 ETF
26.57%
▲ 25.60%
17
Buy
Jun 14, 2024
Themes Generative Artificial Intelligence ETF
―
▼ 9.90%
8
Close
Jun 06, 2024
Bitcoin
8.66%
▲ 134.81%
3
Sell
Mar 13, 2024
Invesco QQQ Trust
―
▲ 27.72%
21
Close
Mar 01, 2024
Sigma Lithium
―
▼ 30.02%
20
Close
Jan 19, 2024
Realty Income
―
▼ 3.90%
7
Close
Dec 29, 2023
Vanguard High Dividend Yield Index ETF
―
▲ 8.29%
9
Close
Dec 18, 2023
Pfizer
―
▼ 24.16%
4
Close
Dec 18, 2023
Coca-Cola
―
▼ 1.40%
11
Close
Dec 13, 2023
PepsiCo
―
▼ 5.90%
8
Close
Dec 12, 2023
Barings BDC
―
▲ 17.67%
8
Close
Dec 08, 2023
Visa
―
▲ 1.81%
2
Close
Nov 16, 2023
SPDR Dow Jones Industrial Average ETF Trust
―
▲ 1.98%
5
Close
Nov 13, 2023
MPLX
―
▲ 8.60%
7
Close
Nov 03, 2023
Coterra Energy
―
▲ 15.63%
4
Close
Nov 03, 2023