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Jim's Portfolio - New Portfolio

PerformancePortfolio Details

James Roan

Jim's Portfolio
Individual Investor
Ranked #52,498 out of 781,066 TipRanks' Investors
Success Rate
72%
185 out of 257
profitable transactions
Average Return
16.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.40%
6-Month Return▲ 16.77%
12-Month Return▲ 55.98%
YTD Return▲ 8.48%
Total Return▲ 76.93%

Best Trade

AssetBitcoin (BTC-USD)
Opened at
Closed at-
Gain▲ 284.96%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 6.91%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.45%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.85%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.31%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 11.07%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.88%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 8.48%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 6.91%
▲ 8.13%▲ 1.21%▲ 2.45%
▼ 13.14%▲ 2.34%▼ 7.85%
▲ 2.93%▲ 2.10%▲ 1.28%
▲ 10.00%▼ 0.89%▲ 5.31%
▲ 26.04%▲ 5.96%▲ 11.07%
▲ 5.93%▼ 2.41%▼ 3.88%
▲ 11.17%▲ 1.96%▲ 8.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
XRP-USD
Ripple
3.4%
▲ 39.10%
4
Sell
Jan 17, 2025
QQQM
Invesco NASDAQ 100 ETF
23.98%
▲ 19.87%
17
Buy
Jan 13, 2025
ET
Energy Transfer
8.38%
▲ 57.76%
37
Buy
Jan 10, 2025
SCHD
Schwab US Dividend Equity ETF
17.33%
▲ 15.20%
37
Sell
Dec 20, 2024
VOO
Vanguard S&P 500 ETF
24.1%
▲ 28.63%
22
Buy
Dec 18, 2024
HBAR-USD
Hedera
1.24%
▲ 24.41%
1
Open
Dec 11, 2024
SOL-USD
Solana
0.99%
▼ 7.80%
1
Open
Dec 06, 2024
VGT
Vanguard Information Technology ETF
8.16%
▲ 24.79%
15
Buy
Aug 29, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
―
▲ 23.90%
9
Close
Aug 26, 2024
WISE
Themes Generative Artificial Intelligence ETF
―
▼ 9.90%
8
Close
Jun 06, 2024
BTC-USD
Bitcoin
10.84%
▲ 264.34%
3
Sell
Mar 13, 2024
QQQ
Invesco QQQ Trust
―
▲ 27.72%
21
Close
Mar 01, 2024
SGML
Sigma Lithium
―
▼ 30.02%
20
Close
Jan 19, 2024
O
Realty Income
―
▼ 3.90%
7
Close
Dec 29, 2023
VYM
Vanguard High Dividend Yield Index ETF
―
▲ 8.29%
9
Close
Dec 18, 2023
PFE
Pfizer
―
▼ 24.16%
4
Close
Dec 18, 2023
KO
Coca-Cola
―
▼ 1.40%
11
Close
Dec 13, 2023
PEP
PepsiCo
―
▼ 5.90%
8
Close
Dec 12, 2023
BBDC
Barings BDC
―
▲ 17.68%
8
Close
Dec 08, 2023
V
Visa
―
▲ 1.81%
2
Close
Nov 16, 2023