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jim - New Portfolio

jim b

jim
Individual Investor
Ranked #89,744 out of 808,802 TipRanks' Investors
Success Rate
65%
56 out of 86
profitable transactions
Average Return
29.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.41%
6-Month Return▲ 5.06%
12-Month Return▲ 23.82%
YTD Return▲ 7.39%
Total Return▲ 62.04%

Best Trade

Opened at
Closed at-
Gain▲ 272.22%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 4.14%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.21%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.13%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.61%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.11%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.98%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.35%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.14%
▲ 6.03%▲ 2.69%▲ 5.21%
▼ 12.86%▼ 1.27%▼ 4.13%
▼ 1.80%▼ 5.57%▼ 6.61%
▲ 1.84%▼ 0.87%▼ 1.11%
▲ 12.20%▲ 6.28%▲ 7.33%
▲ 6.24%▲ 5.14%▲ 5.98%
▲ 14.83%▲ 1.65%▲ 1.35%

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
▼ 8.89%
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
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