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New Portfolio - New Portfolio

PerformancePortfolio Details

Jim Edwards

New Portfolio
Individual Investor
Ranked #57,565 out of 788,174 TipRanks' Investors
Success Rate
61%
87 out of 143
profitable transactions
Average Return
41.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.01%
6-Month Return▲ 4.14%
12-Month Return▲ 14.16%
YTD Return▲ 1.74%
Total Return▲ 41.07%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at
Gain▲ 1006.66%

Bio

All stock holdings for long term balance

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.64%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.99%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.53%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.44%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.87%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.10%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.60%
▼ 13.14%▲ 2.34%▲ 2.63%
▲ 2.93%▲ 2.10%▲ 1.64%
▲ 9.99%▼ 0.89%▼ 0.99%
▲ 26.03%▲ 5.96%▲ 4.53%
▲ 5.97%▼ 2.41%▼ 4.44%
▲ 5.25%▲ 2.69%▲ 2.87%
▼ 9.08%▲ 1.42%▼ 1.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ENB
Enbridge
0.72%
▲ 43.73%
3
Buy
Nov 23, 2024
NVDA
Nvidia
12.82%
▲ 668.30%
4
Open
Nov 23, 2024
TOL
Toll Brothers
0.7%
▼ 29.02%
2
Buy
Nov 23, 2024
LNG
Cheniere Energy
0.97%
▲ 4.23%
1
Open
Nov 23, 2024
NKLA
Nikola
―
▼ 99.58%
3
Close
Nov 22, 2024
OTIS
Otis Worldwide
―
▲ 5.12%
2
Close
Nov 22, 2024
ETN
Eaton
0%
▼ 18.17%
1
Open
Nov 22, 2024
BA
Boeing
―
▼ 25.62%
3
Close
Sep 18, 2024
KD
Kyndryl Holdings Incorporation
―
▼ 22.86%
2
Close
Dec 07, 2023
VTRS
Viatris
―
▼ 35.99%
2
Close
Dec 07, 2023
AFRM
Affirm Holdings
―
▼ 49.21%
3
Close
Dec 07, 2023
APPN
Appian
―
▼ 77.86%
3
Close
Dec 07, 2023
BHC
Bausch Health Companies
―
▼ 73.92%
3
Close
Dec 07, 2023
LMND
Lemonade
―
▼ 88.17%
2
Close
Dec 07, 2023
RETA
Reata Pharmaceuticals
―
▲ 39.24%
3
Close
Aug 25, 2023
COUP
Coupa Software
―
▼ 76.34%
3
Close
Feb 28, 2023
META
Meta Platforms
―
▼ 0.59%
2
Close
Jan 12, 2022
F
Ford Motor
0.3%
▲ 1.80%
3
Buy
Jan 05, 2022
DIS
Walt Disney
0.25%
▼ 19.27%
4
Buy
Jan 05, 2022
T
AT&T
0.75%
▲ 58.04%
3
Buy
Jan 05, 2022