Jim's Portfolio - New Portfolio
James Roan
Jim's PortfolioIndividual Investor
Ranked #177,528 out of 858,971 TipRanks' Investors
Success Rate
187 out of 287
profitable transactions
profitable transactions
Average Return
12.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.49%
6-Month Return▼ 10.06%
12-Month Return▲ 29.60%
YTD Return▼ 11.92%
Total Return▲ 77.97%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.63%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 2.58%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 5.18%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.41%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.16%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 3.56%
Apr 2026
▲ 12.88%▲ 3.56%▲ 2.29%
▲ 10.96%▲ 2.38%▲ 8.63%
▼ 3.68%▲ 0.19%▼ 7.47%
▼ 0.10%▲ 0.08%▲ 2.58%
▲ 4.06%▲ 1.47%▼ 5.18%
▼ 1.12%▼ 0.86%▼ 4.41%
▲ 0.60%▼ 4.94%▼ 6.16%
▲ 7.53%▲ 5.50%▲ 3.56%
Recent Activity
Schwab US Dividend Equity ETF
20.21%
▲ 30.49%
40
Sell
Apr 04, 2025
Vanguard S&P 500 ETF
20.73%
▲ 43.84%
29
Buy
Apr 04, 2025
Invesco NASDAQ 100 ETF
25.07%
▲ 38.58%
24
Sell
Apr 04, 2025
Vanguard Information Technology ETF
―
▲ 8.91%
17
Close
Apr 01, 2025
Bitcoin
24.48%
▲ 102.25%
4
Buy
Mar 11, 2025
Energy Transfer
―
▲ 32.30%
41
Close
Mar 10, 2025
Ripple
5.08%
▼ 45.82%
9
Buy
Feb 26, 2025
Dogecoin
0.58%
▼ 59.03%
3
Buy
Feb 26, 2025
Solana
1.39%
▼ 58.23%
4
Buy
Feb 23, 2025
Ethereum
1.56%
▼ 19.66%
2
Buy
Feb 23, 2025
Hedera
0.9%
▼ 71.33%
3
Buy
Jan 28, 2025
Global X NASDAQ 100 Covered Call ETF
―
▲ 23.90%
9
Close
Aug 26, 2024
Themes Generative Artificial Intelligence ETF
―
▼ 9.90%
8
Close
Jun 06, 2024
Invesco QQQ Trust
―
▲ 27.72%
21
Close
Mar 01, 2024
Sigma Lithium
―
▼ 30.02%
20
Close
Jan 19, 2024
Realty Income
―
▼ 3.90%
7
Close
Dec 29, 2023
Vanguard High Dividend Yield Index ETF
―
▲ 8.29%
9
Close
Dec 18, 2023
Pfizer
―
▼ 24.16%
4
Close
Dec 18, 2023
Coca-Cola
―
▼ 1.40%
11
Close
Dec 13, 2023
PepsiCo
―
▼ 5.90%
8
Close
Dec 12, 2023