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New Portfolio - New Portfolio

PerformancePortfolio Details

Jim Edwards

New Portfolio
Individual Investor
Ranked #44,247 out of 781,066 TipRanks' Investors
Success Rate
64%
91 out of 143
profitable transactions
Average Return
40.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.39%
6-Month Return▲ 5.64%
12-Month Return▲ 19.32%
YTD Return▲ 1.80%
Total Return▲ 40.81%

Best Trade

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

Bio

All stock holdings for long term balance

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.14%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.60%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.65%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.53%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.68%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.80%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.14%
▲ 8.13%▲ 1.21%▲ 4.60%
▼ 13.14%▲ 2.34%▲ 2.64%
▲ 2.93%▲ 2.10%▲ 1.65%
▲ 10.00%▼ 0.89%▼ 0.99%
▲ 26.04%▲ 5.96%▲ 4.53%
▲ 5.93%▼ 2.41%▼ 4.68%
▲ 9.79%▲ 0.95%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ENB
Enbridge
0.76%
▲ 50.18%
3
Buy
Nov 23, 2024
NVDA
Nvidia
13.09%
▲ 667.71%
4
Open
Nov 23, 2024
TOL
Toll Brothers
0.85%
▼ 16.69%
2
Buy
Nov 23, 2024
LNG
Cheniere Energy
1.11%
▲ 15.83%
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%
▼ 8.25%
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
0.32%
▲ 6.87%
3
Buy
Jan 05, 2022
DIS
Walt Disney
0.25%
▼ 20.80%
4
Buy
Jan 05, 2022
T
AT&T
0.63%
▲ 34.71%
3
Buy
Jan 05, 2022