jim - New Portfolio

jim b

jim
Individual Investor
Ranked #70,892 out of 757,492 TipRanks' Investors
Success Rate
66%
55 out of 83
profitable transactions
Average Return
19.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.12%
6-Month Return▲ 9.58%
12-Month Return▲ 33.51%
YTD Return▲ 24.40%
Total Return▲ 36.20%

Best Trade

Opened at
Closed at-
Gain▲ 162.75%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.63%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.22%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.28%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.07%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 8.80%
▲ 5.05%▲ 3.27%▲ 4.63%
▼ 12.40%▼ 4.03%▼ 5.16%
▲ 11.46%▲ 5.06%▲ 6.41%
▼ 2.25%▲ 3.53%▲ 0.22%
▲ 25.76%▲ 1.21%▲ 4.44%
▼ 4.21%▲ 2.34%▲ 1.28%
▲ 2.65%▼ 0.40%▲ 1.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TJX Companies
0%
▲ 0.39%
1
Open
Sep 10, 2024
Energy Transfer
0%
▲ 1.76%
1
Open
Sep 06, 2024
Morgan Stanley
0%
▼ 2.87%
1
Open
Jul 11, 2024
Banc of California
▲ 21.50%
2
Close
May 21, 2024
JPMorgan Equity Premium Income ETF
0%
▲ 3.60%
3
Open
Apr 05, 2024
ASP Isotopes, Inc.
0%
▼ 23.50%
1
Open
Apr 05, 2024
UnitedHealth
0%
▲ 26.62%
1
Open
Apr 05, 2024
Pacer US Small Cap Cash Cows 100 ETF
0%
▼ 4.01%
1
Open
Mar 28, 2024
Petroleo Brasileiro SA- Petrobras
0%
▲ 12.57%
1
Open
Mar 18, 2024
Ross Stores
0%
▲ 5.05%
1
Open
Mar 06, 2024
Phillips 66
0%
▼ 8.21%
1
Open
Mar 06, 2024
Ecopetrol SA
0%
▼ 13.02%
1
Open
Feb 27, 2024
Rush Street Interactive
0%
▲ 91.82%
1
Open
Feb 21, 2024
Yancoal Australia Ltd.
0%
▲ 3.45%
1
Open
Feb 12, 2024
Olo
▼ 22.64%
2
Close
Feb 09, 2024
Kodiak Sciences
▲ 68.65%
2
Close
Feb 09, 2024
PepsiCo
0%
▲ 2.81%
1
Open
Feb 08, 2024
Sysco
0%
▼ 0.15%
1
Open
Jan 25, 2024
Warner Bros
0%
▼ 21.13%
1
Open
Jan 12, 2024
Aurora Innovation
0%
▲ 53.53%
1
Open
Jan 10, 2024