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jim - New Portfolio

PerformancePortfolio Details

jim b

jim
Individual Investor
Ranked #49,014 out of 788,370 TipRanks' Investors
Success Rate
70%
58 out of 83
profitable transactions
Average Return
29.86%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.83%
6-Month Return▲ 18.03%
12-Month Return▲ 30.66%
YTD Return▲ 2.70%
Total Return▲ 55.20%

Best Trade

AssetGeo Group (GEO)
Opened at
Closed at-
Gain▲ 220.35%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.66%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 2.55%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 12.11%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.98%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.10%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 2.29%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.44%
▼ 13.14%▲ 2.34%▲ 1.26%
▲ 2.93%▲ 2.10%▲ 1.66%
▲ 9.99%▼ 0.89%▲ 2.55%
▲ 26.03%▲ 5.96%▲ 12.11%
▲ 5.97%▼ 2.41%▼ 3.98%
▲ 5.25%▲ 2.69%▲ 5.10%
▼ 9.08%▲ 1.42%▼ 2.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MRO
Marathon Oil
―
▲ 38.28%
2
Close
Nov 21, 2024
TJX
TJX Companies
0%
▲ 3.41%
1
Open
Sep 10, 2024
ET
Energy Transfer
0%
▲ 26.35%
1
Open
Sep 06, 2024
MS
Morgan Stanley
0%
▲ 28.84%
1
Open
Jul 11, 2024
BANC
Banc of California
―
▲ 21.49%
2
Close
May 21, 2024
JEPI
JPMorgan Equity Premium Income ETF
0%
▲ 4.95%
3
Open
Apr 05, 2024
ASPI
ASP Isotopes, Inc.
0%
▲ 30.33%
1
Open
Apr 05, 2024
UNH
UnitedHealth
0%
▲ 3.54%
1
Open
Apr 05, 2024
CALF
Pacer US Small Cap Cash Cows 100 ETF
0%
▼ 15.78%
1
Open
Mar 28, 2024
PBR
Petroleo Brasileiro SA- Petrobras
0%
▲ 21.47%
1
Open
Mar 18, 2024
ROST
Ross Stores
0%
▼ 6.86%
1
Open
Mar 06, 2024
PSX
Phillips 66
0%
▼ 10.03%
1
Open
Mar 06, 2024
EC
Ecopetrol SA
0%
▼ 0.74%
1
Open
Feb 27, 2024
RSI
Rush Street Interactive
0%
▲ 148.55%
1
Open
Feb 21, 2024
YACAF
Yancoal Australia Ltd.
0%
▲ 0.53%
1
Open
Feb 12, 2024
OLO
Olo
―
▼ 22.64%
2
Close
Feb 09, 2024
KOD
Kodiak Sciences
―
▲ 68.65%
2
Close
Feb 09, 2024
PEP
PepsiCo
0%
▼ 8.88%
1
Open
Feb 08, 2024
SYY
Sysco
0%
▼ 0.05%
1
Open
Jan 25, 2024
WBD
Warner Bros
0%
▲ 1.22%
1
Open
Jan 12, 2024