New Portfolio Aug 2025 - New Portfolio
Jim Knowlton
New Portfolio Aug 2025Individual Investor
Ranked #354,951 out of 859,402 TipRanks' Investors
Success Rate
9 out of 12
profitable transactions
profitable transactions
Average Return
15.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.78%
6-Month Return▲ 3.52%
12-Month Return-
YTD Return▲ 1.09%
Total Return▲ 14.62%
Best Trade
Bio
This is a fun money account. I am an "experienced beginner". I've done some investing, and a lot of reading/research, but looking to get more professional/experienced in my approach.
Performance
13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 6.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.99%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.56%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.18%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 2.74%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.34%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 6.42%
Apr 2026
▲ 12.88%▲ 3.56%▲ 6.69%
▲ 10.96%▲ 2.38%▲ 4.99%
▼ 3.68%▲ 0.19%▲ 0.80%
▼ 0.10%▲ 0.08%▼ 1.56%
▲ 4.06%▲ 1.47%▲ 3.18%
▼ 1.12%▼ 0.86%▼ 2.74%
▲ 0.60%▼ 4.94%▼ 5.34%
▲ 13.18%▲ 7.89%▲ 6.42%
Recent Activity
Eli Lilly & Co
0%
▲ 43.07%
2
Sell
Aug 22, 2025
iShares Evolved US Technology ETF
0%
▲ 2.87%
1
Open
Aug 22, 2025
Future Health ETF
0%
▲ 10.34%
1
Open
Aug 22, 2025
CrowdStrike Holdings
10.51%
▼ 1.93%
1
Open
Aug 10, 2025
Fidelity Wise Origin Bitcoin Fund
2.45%
▼ 36.82%
1
Open
Aug 10, 2025
Alphabet Class A
20.8%
▲ 67.55%
1
Open
Aug 10, 2025
Home Depot
5.01%
▼ 11.35%
1
Open
Aug 10, 2025
iShares Gold Trust Micro ETF of Benef Interest
7.2%
▲ 42.88%
1
Open
Aug 10, 2025
iShares Core S&P Total U.S. Stock Market ETF
24.49%
▲ 11.64%
1
Open
Aug 10, 2025
NextEra Energy
7.16%
▲ 29.47%
1
Open
Aug 10, 2025
Nvidia
16.11%
▲ 8.97%
1
Open
Aug 10, 2025
Realty Income
6.28%
▲ 16.78%
1
Open
Aug 10, 2025