jim - New Portfolio

jim b

jim
Individual Investor
Ranked #68,320 out of 748,140 TipRanks' Investors
Success Rate
67%
54 out of 81
profitable transactions
Average Return
17.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.85%
6-Month Return▲ 21.21%
12-Month Return▲ 20.16%
YTD Return▲ 21.70%
Total Return▲ 33.24%

Best Trade

Opened at
Closed at-
Gain▲ 163.67%

Bio

Performance

25.81%0-25.81%
▲ 5.14%
▲ 4.57%
▲ 10.85%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.06%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.38%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.22%
Jun 2024
▲ 25.81%
▲ 1.92%
▲ 4.61%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.85%
▼ 1.87%▲ 1.59%▲ 1.06%
▲ 14.08%▲ 5.22%▲ 8.80%
▲ 5.05%▲ 3.27%▲ 4.63%
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 11.46%▲ 5.06%▲ 6.38%
▼ 2.25%▲ 3.53%▲ 0.22%
▲ 25.81%▲ 1.92%▲ 4.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Morgan Stanley
0%
▼ 1.09%
1
Open
Jul 11, 2024
Banc of California
▲ 21.49%
2
Close
May 21, 2024
JPMorgan Equity Premium Income ETF
0%
▲ 0.91%
3
Open
Apr 05, 2024
ASP Isotopes, Inc.
0%
▼ 16.39%
1
Open
Apr 05, 2024
UnitedHealth
0%
▲ 21.71%
1
Open
Apr 05, 2024
Pacer US Small Cap Cash Cows 100 ETF
0%
▼ 5.27%
1
Open
Mar 28, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 7.22%
1
Open
Mar 18, 2024
Ross Stores
0%
▼ 2.44%
1
Open
Mar 06, 2024
Phillips 66
0%
▼ 5.87%
1
Open
Mar 06, 2024
Ecopetrol SA
0%
▲ 1.26%
1
Open
Feb 27, 2024
Rush Street Interactive
0%
▲ 90.55%
1
Open
Feb 21, 2024
Yancoal Australia Ltd.
0%
▲ 22.68%
1
Open
Feb 12, 2024
Olo
▼ 22.64%
2
Close
Feb 09, 2024
Kodiak Sciences
▲ 68.65%
2
Close
Feb 09, 2024
PepsiCo
0%
▼ 2.86%
1
Open
Feb 08, 2024
Sysco
0%
▼ 1.45%
1
Open
Jan 25, 2024
Warner Bros
0%
▼ 19.06%
1
Open
Jan 12, 2024
Aurora Innovation
0%
▲ 29.71%
1
Open
Jan 10, 2024
Tesla
0%
▼ 0.85%
1
Open
Jan 01, 2024
Arcutis Biotherapeutics
▼ 65.27%
2
Close
Dec 29, 2023