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jim - New Portfolio

jim b

jim
Individual Investor
Ranked #106,839 out of 858,971 TipRanks' Investors
Success Rate
66%
58 out of 88
profitable transactions
Average Return
30.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.28%
6-Month Return▲ 7.70%
12-Month Return▲ 32.17%
YTD Return▲ 2.15%
Total Return▲ 78.85%

Best Trade

Opened at
Closed at
Gain▲ 293.37%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.02%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.04%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.70%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.29%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.31%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.38%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 4.71%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.29%
▲ 10.96%▲ 2.38%▲ 0.02%
▼ 3.68%▲ 0.19%▲ 2.04%
▼ 0.10%▲ 0.08%▲ 1.70%
▲ 4.06%▲ 1.47%▲ 2.29%
▼ 1.12%▼ 0.86%▼ 2.31%
▲ 0.60%▼ 4.94%▼ 2.38%
▲ 7.53%▲ 5.50%▲ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
6.25%
▼ 2.42%
1
Open
Feb 20, 2026
Capital One Financial
6.25%
▼ 5.22%
1
Open
Feb 20, 2026
Netflix
▲ 74.62%
2
Close
Feb 15, 2026
Nvidia
▲ 293.37%
2
Close
Feb 15, 2026
Arch Capital Group
▲ 32.07%
2
Close
Feb 15, 2026
KKR & Co
▲ 24.26%
2
Close
Feb 15, 2026
Ecopetrol SA
▲ 14.66%
2
Close
Jan 06, 2026
Petroleo Brasileiro SA- Petrobras
▲ 4.42%
2
Close
Jan 06, 2026
AGNC Investment
▲ 53.64%
2
Close
Jan 06, 2026
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
▼ 8.90%
2
Close
May 29, 2025
Citigroup
▲ 90.11%
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