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New Portfolio - New Portfolio

PerformancePortfolio Details

Jim Edwards

New Portfolio
Individual Investor
Ranked #38,534 out of 743,899 TipRanks' Investors
Success Rate
64%
88 out of 137
profitable transactions
Average Return
30.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.06%
6-Month Return▲ 8.44%
12-Month Return▲ 16.86%
YTD Return▲ 6.95%
Total Return▲ 28.53%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 856.27%

Bio

All stock holdings for long term balance

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.56%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.14%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 0.03%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.76%
▼ 1.87%▲ 1.59%▲ 0.46%
▲ 14.08%▲ 5.22%▲ 3.56%
▲ 5.05%▲ 3.27%▲ 4.44%
▼ 12.40%▼ 4.03%▼ 4.67%
▲ 11.46%▲ 5.06%▲ 3.37%
▼ 2.25%▲ 3.53%▼ 0.14%
▲ 0.45%▲ 0.88%▲ 0.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OTIS
Otis Worldwide
0%
▼ 1.14%
1
Open
Mar 12, 2024
KD
Kyndryl Holdings Incorporation
―
▼ 22.86%
2
Close
Dec 07, 2023
VTRS
Viatris
―
▼ 35.99%
2
Close
Dec 07, 2023
AFRM
Affirm Holdings
―
▼ 49.21%
3
Close
Dec 07, 2023
APPN
Appian
―
▼ 77.86%
3
Close
Dec 07, 2023
BHC
Bausch Health Companies
―
▼ 73.92%
3
Close
Dec 07, 2023
LMND
Lemonade
―
▼ 88.17%
2
Close
Dec 07, 2023
RETA
Reata Pharmaceuticals
―
▲ 39.24%
3
Close
Aug 25, 2023
COUP
Coupa Software
―
▼ 76.34%
3
Close
Feb 28, 2023
META
Meta Platforms
―
▼ 0.59%
2
Close
Jan 12, 2022
F
Ford Motor
0.45%
▲ 31.25%
3
Buy
Jan 05, 2022
BA
Boeing
0.34%
▼ 11.09%
2
Buy
Jan 05, 2022
DIS
Walt Disney
0.25%
▼ 25.09%
4
Buy
Jan 05, 2022
T
AT&T
0.58%
▲ 9.26%
3
Buy
Jan 05, 2022
HLT
Hilton Worldwide Holdings
―
▲ 18.99%
2
Close
Jan 05, 2022
BHC
Bausch Health Companies
―
▼ 4.04%
2
Close
Jan 05, 2022
SNAP
Snap
―
▼ 15.10%
2
Close
Jan 05, 2022
DOCU
DocuSign
―
▼ 8.18%
2
Close
Jan 05, 2022
CAT
Caterpillar
―
▲ 6.57%
2
Close
Jan 05, 2022
BYD
Boyd Gaming
―
▼ 3.56%
2
Close
Jan 05, 2022