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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #42,795 out of 797,087 TipRanks' Investors
Success Rate
61%
89 out of 145
profitable transactions
Average Return
34.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.55%
6-Month Return▼ 5.51%
12-Month Return▲ 5.26%
YTD Return▼ 4.59%
Total Return▲ 32.30%

Best Trade

Opened at
Closed at
Gain▲ 1006.64%

Bio

All stock holdings for long term balance

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 1.64%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.97%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.54%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.48%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.45%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.92%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 2.40%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 1.64%
▲ 10.00%▼ 0.89%▼ 0.97%
▲ 25.97%▲ 5.96%▲ 4.54%
▲ 5.39%▼ 2.41%▼ 4.48%
▲ 6.04%▲ 2.69%▲ 3.24%
▼ 12.86%▼ 1.27%▼ 1.45%
▼ 1.80%▼ 5.57%▼ 3.92%
▲ 1.97%▼ 2.27%▼ 2.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United Parcel
0%
▲ 0.86%
1
Open
Apr 11, 2025
American Water
0%
▼ 1.45%
1
Open
Apr 11, 2025
Enbridge
0.87%
▲ 58.14%
3
Buy
Nov 23, 2024
Nvidia
11.6%
▲ 661.16%
4
Open
Nov 23, 2024
Toll Brothers
0.69%
▼ 38.15%
2
Buy
Nov 23, 2024
Cheniere Energy
1.12%
▲ 7.10%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 23.19%
1
Open
Nov 22, 2024
Boeing
▼ 25.62%
3
Close
Sep 18, 2024
Kyndryl Holdings Incorporation
▼ 22.86%
2
Close
Dec 07, 2023
Viatris
▼ 35.98%
2
Close
Dec 07, 2023
Affirm Holdings
▼ 49.21%
3
Close
Dec 07, 2023
Appian
▼ 77.86%
3
Close
Dec 07, 2023
Bausch Health Companies
▼ 73.92%
3
Close
Dec 07, 2023
Lemonade
▼ 88.17%
2
Close
Dec 07, 2023
Reata Pharmaceuticals
▲ 39.24%
3
Close
Aug 25, 2023
Coupa Software
▼ 76.34%
3
Close
Feb 28, 2023
Meta Platforms
▼ 0.59%
2
Close
Jan 12, 2022
Ford Motor
0.35%
▲ 8.84%
3
Buy
Jan 05, 2022