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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #50,493 out of 775,923 TipRanks' Investors
Success Rate
62%
88 out of 143
profitable transactions
Average Return
38.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.17%
6-Month Return▲ 8.91%
12-Month Return▲ 17.40%
YTD Return▲ 16.91%
Total Return▲ 40.51%

Best Trade

Opened at
Closed at
Gain▲ 1006.66%

Bio

All stock holdings for long term balance

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.37%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.14%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 4.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.64%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.64%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.95%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.52%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.21%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.37%
▼ 2.25%▲ 3.53%▼ 0.14%
▲ 25.71%▲ 1.21%▲ 4.60%
▼ 4.22%▲ 2.34%▲ 2.64%
▲ 7.82%▲ 2.10%▲ 1.64%
▲ 5.38%▼ 0.89%▼ 0.95%
▲ 43.22%▲ 5.96%▲ 4.52%
▲ 3.34%▼ 1.56%▼ 3.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enbridge
0.7%
▲ 39.58%
3
Buy
Nov 23, 2024
Nvidia
12.68%
▲ 666.97%
4
Open
Nov 23, 2024
Toll Brothers
0.78%
▼ 22.82%
2
Buy
Nov 23, 2024
Cheniere Energy
0.91%
▼ 4.28%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 10.41%
1
Open
Nov 22, 2024
Boeing
▼ 25.62%
3
Close
Sep 18, 2024
Kyndryl Holdings Incorporation
▼ 22.86%
2
Close
Dec 07, 2023
Viatris
▼ 35.99%
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
0.31%
▲ 3.72%
3
Buy
Jan 05, 2022
Walt Disney
0.26%
▼ 18.63%
4
Buy
Jan 05, 2022
AT&T
0.64%
▲ 34.06%
3
Buy
Jan 05, 2022