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jim - New Portfolio

jim b

jim
Individual Investor
Ranked #59,172 out of 780,819 TipRanks' Investors
Success Rate
66%
55 out of 83
profitable transactions
Average Return
30.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.81%
6-Month Return▲ 13.90%
12-Month Return▲ 43.54%
YTD Return▲ 1.36%
Total Return▲ 52.83%

Best Trade

Opened at
Closed at-
Gain▲ 329.84%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.16%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.66%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.55%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.11%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.20%
Dec 2024
▲ 8.34%
▲ 1.14%
▲ 1.36%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.16%
▲ 8.13%▲ 1.21%▲ 4.44%
▼ 13.14%▲ 2.34%▲ 1.26%
▲ 2.93%▲ 2.10%▲ 1.66%
▲ 10.00%▼ 0.89%▲ 2.55%
▲ 26.04%▲ 5.96%▲ 12.11%
▲ 5.93%▼ 2.41%▼ 4.20%
▲ 8.34%▲ 1.14%▲ 1.36%

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%
▲ 3.33%
1
Open
Sep 10, 2024
Energy Transfer
0%
▲ 29.85%
1
Open
Sep 06, 2024
Morgan Stanley
0%
▲ 31.99%
1
Open
Jul 11, 2024
Banc of California
▲ 21.49%
2
Close
May 21, 2024
JPMorgan Equity Premium Income ETF
0%
▲ 4.14%
3
Open
Apr 05, 2024
ASP Isotopes, Inc.
0%
▲ 40.44%
1
Open
Apr 05, 2024
UnitedHealth
0%
▲ 13.34%
1
Open
Apr 05, 2024
Pacer US Small Cap Cash Cows 100 ETF
0%
▼ 7.78%
1
Open
Mar 28, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 13.41%
1
Open
Mar 18, 2024
Ross Stores
0%
▲ 1.59%
1
Open
Mar 06, 2024
Phillips 66
0%
▼ 16.43%
1
Open
Mar 06, 2024
Ecopetrol SA
0%
▼ 17.87%
1
Open
Feb 27, 2024
Rush Street Interactive
0%
▲ 171.45%
1
Open
Feb 21, 2024
Yancoal Australia Ltd.
0%
▼ 3.18%
1
Open
Feb 12, 2024
Olo
▼ 22.64%
2
Close
Feb 09, 2024
Kodiak Sciences
▲ 68.65%
2
Close
Feb 09, 2024
PepsiCo
0%
▼ 13.01%
1
Open
Feb 08, 2024
Sysco
0%
▼ 0.05%
1
Open
Jan 25, 2024
Warner Bros
0%
▼ 11.08%
1
Open
Jan 12, 2024