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edward jones stock - New Portfolio

PerformancePortfolio Details

sheldon j

edward jones stock
Individual Investor
Ranked #120,774 out of 781,066 TipRanks' Investors
Success Rate
63%
166 out of 262
profitable transactions
Average Return
13.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.45%
6-Month Return▲ 18.27%
12-Month Return▲ 30.57%
YTD Return▲ 2.32%
Total Return▲ 35.39%

Best Trade

AssetGeneDx Hold... (WGS)
Opened at
Closed at-
Gain▲ 661.01%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.23%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.37%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.64%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.45%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.48%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.32%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.23%
▲ 8.13%▲ 1.21%▲ 4.37%
▼ 13.14%▲ 2.34%▲ 2.55%
▲ 2.93%▲ 2.10%▲ 1.07%
▲ 10.00%▼ 0.89%▲ 1.64%
▲ 26.04%▲ 5.96%▲ 8.45%
▲ 5.93%▼ 2.41%▲ 0.48%
▲ 9.79%▲ 0.95%▲ 2.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VEA
Vanguard FTSE Developed Markets ETF
0%
▲ 0.50%
3
Open
Jan 16, 2025
VXUS
Vanguard Total International Stock ETF
0%
▲ 0.49%
1
Open
Jan 16, 2025
AOTG
AOT Growth and Innovation ETF
0%
▲ 1.28%
1
Open
Jan 16, 2025
STLA
Stellantis
1.23%
▼ 13.88%
3
Buy
Jan 10, 2025
F
Ford Motor
1%
▼ 3.98%
10
Buy
Jan 07, 2025
MAGWX
MFS Growth Allocation Fund - Class A
24.38%
▲ 2.25%
30
Buy
Jan 01, 2025
SPLG
SPDR Portfolio S&P 500 ETF
1.69%
▲ 7.44%
5
Buy
Jan 01, 2025
WGS
GeneDx Holdings
6.65%
▲ 254.82%
5
Buy
Dec 31, 2024
SPEM
SPDR Portfolio Emerging Markets ETF
0.93%
▼ 4.38%
3
Buy
Dec 30, 2024
PPL
PPL
―
▼ 0.71%
2
Close
Dec 30, 2024
TEX
Terex
―
0.00%
2
Close
Dec 30, 2024
BAC
Bank of America
1.13%
▲ 18.58%
6
Buy
Dec 27, 2024
VOO
Vanguard S&P 500 ETF
26.62%
▲ 11.94%
9
Sell
Dec 27, 2024
NVDA
Nvidia
3.29%
▲ 7.79%
4
Buy
Dec 27, 2024
XLE
Energy Select Sector SPDR Fund
2.3%
▲ 5.95%
4
Buy
Dec 26, 2024
JXI
iShares Global Utilities ETF
―
▲ 0.10%
6
Close
Dec 26, 2024
XLU
Utilities Select Sector SPDR Fund
―
▼ 0.85%
4
Close
Dec 26, 2024
ML
MoneyLion
―
▲ 0.02%
2
Close
Dec 26, 2024
IJS
iShares S&P Small-Cap 600 Value ETF
2.68%
▲ 9.97%
5
Buy
Dec 21, 2024
IJK
iShares S&P Mid-Cap 400 Growth ETF
2.28%
▲ 5.66%
4
Buy
Dec 21, 2024