edward jones stock - New Portfolio

sheldon j

edward jones stock
Individual Investor
Ranked #349,350 out of 794,241 TipRanks' Investors
Success Rate
48%
146 out of 306
profitable transactions
Average Return
6.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.92%
6-Month Return▲ 4.17%
12-Month Return▲ 11.04%
YTD Return▼ 6.55%
Total Return▲ 23.68%

Best Trade

Opened at
Closed at-
Gain▲ 826.51%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 1.07%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.64%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 8.45%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 0.50%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.22%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.75%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.58%
Mar 2025
▲ 0.58%
▲ 0.28%
▼ 0.33%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 1.07%
▲ 10.00%▼ 0.89%▲ 1.64%
▲ 26.01%▲ 5.96%▲ 8.45%
▲ 5.33%▼ 2.41%▲ 0.50%
▲ 5.87%▲ 2.69%▲ 2.22%
▼ 12.86%▼ 1.27%▼ 0.75%
▼ 1.80%▼ 5.57%▼ 7.58%
▲ 0.58%▲ 0.28%▼ 0.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Airlines
0.95%
▼ 19.45%
4
Buy
Apr 01, 2025
Vanguard S&P 500 ETF
24.23%
▲ 5.45%
10
Buy
Apr 01, 2025
SPDR Portfolio S&P 500 ETF
1.54%
▲ 0.87%
6
Buy
Apr 01, 2025
SPDR S&P Retail ETF
0%
▼ 1.45%
4
Close
Apr 01, 2025
iShares Global Materials ETF
1.89%
▲ 0.37%
2
Buy
Apr 01, 2025
Valley National Bancorp
0.21%
▼ 6.18%
2
Buy
Apr 01, 2025
Medtronic
▲ 0.98%
2
Close
Apr 01, 2025
Bank of America
0.98%
▲ 5.40%
7
Buy
Mar 29, 2025
SPDR S&P Metals & Mining ETF
▼ 4.96%
2
Close
Mar 29, 2025
Energy Select Sector SPDR Fund
2.24%
▲ 5.51%
5
Buy
Mar 26, 2025
Amprius Technologies Inc
0.3%
▲ 68.63%
2
Buy
Mar 26, 2025
Utilities Select Sector SPDR Fund
1.84%
▲ 0.15%
6
Buy
Mar 26, 2025
iShares S&P Small-Cap 600 Value ETF
2.3%
▼ 2.21%
6
Buy
Mar 21, 2025
iShares S&P Mid-Cap 400 Growth ETF
1.95%
▼ 5.19%
5
Buy
Mar 21, 2025
Old National Bancorp Capital
▼ 9.21%
2
Close
Mar 10, 2025
Invesco
0.36%
▼ 5.05%
6
Buy
Mar 05, 2025
ENDRA Life Sciences
0.27%
▼ 4.08%
2
Buy
Mar 05, 2025
Ford Motor
0.97%
▼ 2.05%
11
Buy
Mar 03, 2025
iShares U.S. Consumer Discretionary ETF
2.06%
▼ 6.73%
2
Buy
Feb 28, 2025
Anavex Life Sciences
0.37%
▲ 2.17%
1
Open
Feb 27, 2025