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New Portfolio Aug 2025 - New Portfolio
Jim Knowlton
New Portfolio Aug 2025Individual Investor
Ranked #301,832 out of 849,653 TipRanks' Investors
Success Rate
10 out of 12
profitable transactions
profitable transactions
Average Return
17.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.62%
6-Month Return-
12-Month Return-
YTD Return▲ 3.54%
Total Return▲ 17.35%
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
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
―
Jun 2025
▲ 7.60%
▲ 2.30%
―
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.01%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.69%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.99%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.80%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.60%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 3.54%
Jan 2026
▲ 9.25%▲ 5.14%―
▲ 7.60%▲ 2.30%―
▲ 2.76%▲ 2.05%▲ 2.01%
▲ 12.88%▲ 3.56%▲ 6.69%
▲ 10.96%▲ 2.38%▲ 4.99%
▼ 3.58%▲ 0.19%▲ 0.80%
▼ 0.10%▲ 0.08%▼ 1.60%
▲ 3.05%▲ 1.43%▲ 3.54%
Recent Activity
Eli Lilly & Co
0%
▲ 64.07%
2
Sell
Aug 22, 2025
iShares Evolved US Technology ETF
0%
▲ 4.59%
1
Open
Aug 22, 2025
Future Health ETF
0%
▲ 18.48%
1
Open
Aug 22, 2025
CrowdStrike Holdings
11.92%
▲ 6.44%
1
Open
Aug 10, 2025
Fidelity Wise Origin Bitcoin Fund
3.14%
▼ 19.88%
1
Open
Aug 10, 2025
Alphabet Class A
20.54%
▲ 64.43%
1
Open
Aug 10, 2025
Home Depot
5.54%
▼ 0.70%
1
Open
Aug 10, 2025
iShares Gold Trust Micro ETF of Benef Interest
6.79%
▲ 36.68%
1
Open
Aug 10, 2025
iShares Core S&P Total U.S. Stock Market ETF
24.31%
▲ 9.92%
1
Open
Aug 10, 2025
NextEra Energy
6.53%
▲ 17.11%
1
Open
Aug 10, 2025
Nvidia
15.21%
▲ 2.30%
1
Open
Aug 10, 2025
Realty Income
6.02%
▲ 9.01%
1
Open
Aug 10, 2025