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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #45,505 out of 798,754 TipRanks' Investors
Success Rate
61%
89 out of 145
profitable transactions
Average Return
36.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.02%
6-Month Return▼ 5.59%
12-Month Return▲ 5.46%
YTD Return▼ 2.14%
Total Return▲ 35.71%

Best Trade

Opened at
Closed at
Gain▲ 1006.64%

Bio

All stock holdings for long term balance

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.97%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.54%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 4.46%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 3.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.47%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.92%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.35%
Apr 2025
▲ 5.08%
▲ 1.77%
▲ 1.47%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.97%
▲ 25.97%▲ 5.96%▲ 4.54%
▲ 5.41%▼ 2.41%▼ 4.46%
▲ 6.02%▲ 2.69%▲ 3.26%
▼ 12.86%▼ 1.27%▼ 1.47%
▼ 1.80%▼ 5.57%▼ 3.92%
▲ 1.74%▼ 0.87%▼ 1.35%
▲ 5.08%▲ 1.77%▲ 1.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
IShares Bitcoin Trust Registered
0%
0.00%
1
Open
May 11, 2025
United Parcel
0%
▼ 1.23%
1
Open
Apr 11, 2025
American Water
0%
▲ 0.58%
1
Open
Apr 11, 2025
Enbridge
0.86%
▲ 57.84%
3
Buy
Nov 23, 2024
Nvidia
12.09%
▲ 662.54%
4
Open
Nov 23, 2024
Toll Brothers
0.71%
▼ 36.03%
2
Buy
Nov 23, 2024
Cheniere Energy
1.12%
▲ 7.61%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 17.31%
1
Open
Nov 22, 2024
Boeing
▼ 25.62%
3
Close
Sep 18, 2024
Kyndryl Holdings Incorporation
▼ 22.86%
2
Close
Dec 07, 2023
Viatris
▼ 35.98%
2
Close
Dec 07, 2023
Affirm Holdings
▼ 49.21%
3
Close
Dec 07, 2023
Appian
▼ 77.86%
3
Close
Dec 07, 2023
Bausch Health Companies
▼ 73.92%
3
Close
Dec 07, 2023
Lemonade
▼ 88.17%
2
Close
Dec 07, 2023
Reata Pharmaceuticals
▲ 39.24%
3
Close
Aug 25, 2023
Coupa Software
▼ 76.34%
3
Close
Feb 28, 2023
Meta Platforms
▼ 0.59%
2
Close
Jan 12, 2022