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jim - New Portfolio

jim b

jim
Individual Investor
Ranked #117,982 out of 822,572 TipRanks' Investors
Success Rate
65%
56 out of 86
profitable transactions
Average Return
30.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.41%
6-Month Return▲ 24.38%
12-Month Return▲ 19.21%
YTD Return▲ 10.23%
Total Return▲ 66.32%

Best Trade

Opened at
Closed at-
Gain▲ 314.35%

Bio

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 6.62%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.11%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.33%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.98%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.70%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.17%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.29%
Sep 2025
▲ 6.67%
▲ 0.75%
▼ 1.14%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 6.62%
▲ 0.80%▼ 0.87%▼ 1.11%
▲ 11.63%▲ 6.28%▲ 7.33%
▲ 9.25%▲ 5.14%▲ 5.98%
▲ 7.60%▲ 2.30%▲ 2.70%
▲ 2.76%▲ 2.05%▲ 1.17%
▲ 12.88%▲ 3.56%▲ 1.29%
▲ 6.67%▲ 0.75%▼ 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cf Industries Holdings
▲ 31.14%
2
Close
May 29, 2025
Chevron
▼ 1.39%
2
Close
May 29, 2025
Marathon Petroleum
▲ 36.88%
2
Close
May 29, 2025
JPMorgan Equity Premium Income ETF
▲ 3.48%
4
Close
May 29, 2025
Nurix Therapeutics
▲ 7.47%
2
Close
May 29, 2025
Cummins
▲ 48.41%
2
Close
May 29, 2025
Enerflex
▼ 8.91%
2
Close
May 29, 2025
Citigroup
▲ 90.10%
2
Close
May 29, 2025
Danaher
▼ 14.19%
2
Close
May 29, 2025
Enovix
▼ 44.34%
2
Close
May 29, 2025
GE Healthcare Technologies Inc
▲ 11.16%
2
Close
May 29, 2025
Backblaze
▼ 16.91%
2
Close
May 29, 2025
Charles Schwab
▲ 54.68%
2
Close
May 29, 2025
Brookfield Corporation
▲ 61.94%
2
Close
May 29, 2025
Conocophillips
▼ 26.87%
2
Close
May 29, 2025
Mastercard
▲ 40.90%
2
Close
May 29, 2025
ARK Innovation ETF
▲ 43.20%
2
Close
May 29, 2025
Invesco
▲ 12.40%
2
Close
May 29, 2025
JM Smucker
▲ 2.50%
2
Close
May 29, 2025
CoreCivic
▲ 59.65%
2
Close
May 29, 2025