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New Portfolio Aug 2025 - New Portfolio
Jim Knowlton
New Portfolio Aug 2025Individual Investor
Ranked #294,240 out of 833,817 TipRanks' Investors
Success Rate
10 out of 12
profitable transactions
profitable transactions
Average Return
15.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.20%
6-Month Return-
12-Month Return-
YTD Return▲ 14.64%
Total Return▲ 14.64%
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%
▲ 11.63%
▲ 6.28%
―
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 0.80%
Nov 2025
▲ 1.45%
▲ 1.32%
▼ 0.47%
Dec 2025
▲ 11.63%▲ 6.28%―
▲ 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%
▼ 3.57%▲ 0.19%▲ 0.80%
▲ 1.45%▲ 1.32%▼ 0.47%
Recent Activity
Eli Lilly & Co
0%
▲ 70.17%
2
Sell
Aug 22, 2025
iShares Evolved US Technology ETF
0%
▲ 7.02%
1
Open
Aug 22, 2025
Future Health ETF
0%
▲ 17.22%
1
Open
Aug 22, 2025
CrowdStrike Holdings
12.78%
▲ 11.88%
1
Open
Aug 10, 2025
Fidelity Wise Origin Bitcoin Fund
2.93%
▼ 26.82%
1
Open
Aug 10, 2025
Alphabet Class A
19.93%
▲ 56.51%
1
Open
Aug 10, 2025
Home Depot
5.16%
▼ 9.28%
1
Open
Aug 10, 2025
iShares Gold Trust Micro ETF of Benef Interest
6.77%
▲ 33.63%
1
Open
Aug 10, 2025
iShares Core S&P Total U.S. Stock Market ETF
24.66%
▲ 9.31%
1
Open
Aug 10, 2025
NextEra Energy
6.41%
▲ 12.66%
1
Open
Aug 10, 2025
Nvidia
15.71%
▲ 3.61%
1
Open
Aug 10, 2025
Realty Income
5.66%
▲ 0.58%
1
Open
Aug 10, 2025