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edward jones stock - New Portfolio

sheldon j

edward jones stock
Individual Investor
Ranked #329,847 out of 797,534 TipRanks' Investors
Success Rate
46%
147 out of 319
profitable transactions
Average Return
9.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.03%
6-Month Return▲ 5.42%
12-Month Return▲ 16.21%
YTD Return▼ 2.79%
Total Return▲ 28.48%

Best Trade

Opened at
Closed at-
Gain▲ 1181.16%

Bio

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.64%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.45%
Nov 2024
▲ 5.39%
▼ 2.41%
▲ 0.36%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.21%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 2.66%
▼ 0.91%
▲ 3.68%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 1.07%
▲ 10.00%▼ 0.89%▲ 1.64%
▲ 25.97%▲ 5.96%▲ 8.45%
▲ 5.39%▼ 2.41%▲ 0.36%
▲ 6.01%▲ 2.69%▲ 2.21%
▼ 12.86%▼ 1.27%▼ 0.75%
▼ 1.80%▼ 5.57%▼ 7.58%
▲ 2.66%▼ 0.91%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MFA Financial
0.24%
▼ 9.08%
4
Buy
Apr 30, 2025
Applied DNA Sciences
0.00%
1
Open
Apr 30, 2025
SPDR S&P International Small Cap ETF
0.00%
1
Open
Apr 29, 2025
First Financial Northwest
▲ 85.74%
2
Close
Apr 21, 2025
MoneyLion
▼ 0.15%
4
Close
Apr 21, 2025
ENDRA Life Sciences
1.6%
▲ 49.53%
6
Buy
Apr 08, 2025
SPDR S&P Retail ETF
▼ 3.35%
5
Close
Apr 04, 2025
SPDR S&P Insurance ETF
▼ 7.45%
2
Close
Apr 04, 2025
Nvidia
2.43%
▼ 11.98%
5
Buy
Apr 02, 2025
American Airlines
0.88%
▼ 17.91%
4
Buy
Apr 01, 2025
Vanguard S&P 500 ETF
23.06%
▲ 3.56%
10
Buy
Apr 01, 2025
SPDR Portfolio S&P 500 ETF
1.47%
▼ 0.55%
6
Buy
Apr 01, 2025
iShares Global Materials ETF
1.84%
▲ 0.80%
2
Buy
Apr 01, 2025
Valley National Bancorp
0.2%
▼ 5.49%
2
Buy
Apr 01, 2025
Medtronic
▲ 0.98%
2
Close
Apr 01, 2025
Bank of America
0.91%
▲ 1.59%
7
Buy
Mar 29, 2025
SPDR S&P Metals & Mining ETF
▼ 4.96%
2
Close
Mar 29, 2025
Energy Select Sector SPDR Fund
1.9%
▼ 7.14%
5
Buy
Mar 26, 2025
Amprius Technologies Inc
0.25%
▲ 45.10%
2
Buy
Mar 26, 2025
Utilities Select Sector SPDR Fund
1.78%
▲ 0.36%
6
Buy
Mar 26, 2025