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jim - New Portfolio

jim b

jim
Individual Investor
Ranked #46,003 out of 769,632 TipRanks' Investors
Success Rate
70%
58 out of 83
profitable transactions
Average Return
32.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.13%
6-Month Return▲ 22.42%
12-Month Return▲ 57.90%
YTD Return▲ 42.37%
Total Return▲ 55.88%

Best Trade

Opened at
Closed at-
Gain▲ 262.58%

Bio

Performance

36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.18%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.26%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.68%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 2.73%
Oct 2024
▲ 36.08%
▲ 4.73%
▲ 10.80%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 11.46%▲ 5.06%▲ 6.41%
▼ 2.25%▲ 3.53%▲ 0.18%
▲ 25.72%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▲ 1.26%
▲ 7.82%▲ 2.10%▲ 1.68%
▲ 5.70%▼ 0.89%▲ 2.73%
▲ 36.08%▲ 4.73%▲ 10.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Marathon Oil
▲ 38.28%
2
Close
Nov 21, 2024
TJX Companies
0%
▲ 3.41%
1
Open
Sep 10, 2024
Energy Transfer
0%
▲ 22.28%
1
Open
Sep 06, 2024
Morgan Stanley
0%
▲ 30.90%
1
Open
Jul 11, 2024
Banc of California
▲ 21.50%
2
Close
May 21, 2024
JPMorgan Equity Premium Income ETF
0%
▲ 5.16%
3
Open
Apr 05, 2024
ASP Isotopes, Inc.
0%
▲ 127.87%
1
Open
Apr 05, 2024
UnitedHealth
0%
▲ 29.65%
1
Open
Apr 05, 2024
Pacer US Small Cap Cash Cows 100 ETF
0%
▼ 2.24%
1
Open
Mar 28, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 14.57%
1
Open
Mar 18, 2024
Ross Stores
0%
▼ 0.63%
1
Open
Mar 06, 2024
Phillips 66
0%
▼ 6.90%
1
Open
Mar 06, 2024
Ecopetrol SA
0%
▼ 20.73%
1
Open
Feb 27, 2024
Rush Street Interactive
0%
▲ 142.18%
1
Open
Feb 21, 2024
Yancoal Australia Ltd.
0%
▲ 15.65%
1
Open
Feb 12, 2024
Olo
▼ 22.64%
2
Close
Feb 09, 2024
Kodiak Sciences
▲ 68.65%
2
Close
Feb 09, 2024
PepsiCo
0%
▼ 4.64%
1
Open
Feb 08, 2024
Sysco
0%
▲ 2.76%
1
Open
Jan 25, 2024
Warner Bros
0%
▼ 5.07%
1
Open
Jan 12, 2024