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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #41,644 out of 793,835 TipRanks' Investors
Success Rate
62%
88 out of 143
profitable transactions
Average Return
36.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.63%
6-Month Return▼ 3.82%
12-Month Return▲ 2.96%
YTD Return▼ 3.04%
Total Return▲ 34.45%

Best Trade

Opened at
Closed at
Gain▲ 1006.64%

Bio

All stock holdings for long term balance

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.64%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.97%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.54%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.48%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.45%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 4.63%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.63%
▲ 2.93%▲ 2.10%▲ 1.64%
▲ 10.00%▼ 0.89%▼ 0.97%
▲ 26.01%▲ 5.96%▲ 4.54%
▲ 5.33%▼ 2.41%▼ 4.48%
▲ 5.89%▲ 2.69%▲ 3.17%
▼ 12.86%▼ 1.27%▼ 1.45%
▲ 3.73%▼ 4.27%▼ 4.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
0.83%
▲ 52.22%
3
Buy
Nov 23, 2024
Nvidia
11.39%
▲ 660.83%
4
Open
Nov 23, 2024
Toll Brothers
0.72%
▼ 35.23%
2
Buy
Nov 23, 2024
Cheniere Energy
1.08%
▲ 3.91%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 27.09%
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
0.34%
▲ 5.37%
3
Buy
Jan 05, 2022
Walt Disney
0.25%
▼ 24.67%
4
Buy
Jan 05, 2022
AT&T
0.87%
▲ 70.31%
3
Buy
Jan 05, 2022