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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #67,725 out of 822,831 TipRanks' Investors
Success Rate
62%
91 out of 146
profitable transactions
Average Return
46.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.45%
6-Month Return▲ 15.82%
12-Month Return▲ 4.56%
YTD Return▲ 6.59%
Total Return▲ 47.79%

Best Trade

Opened at
Closed at
Gain▲ 1006.59%

Bio

All stock holdings for long term balance

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 3.92%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 1.63%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.20%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.92%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.61%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.62%
Sep 2025
▲ 5.92%
▼ 1.98%
▼ 2.62%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 3.92%
▲ 0.80%▼ 0.87%▼ 1.63%
▲ 11.63%▲ 6.28%▲ 4.20%
▲ 9.25%▲ 5.14%▲ 2.92%
▲ 7.60%▲ 2.30%▲ 0.61%
▲ 2.76%▲ 2.05%▲ 4.84%
▲ 12.88%▲ 3.56%▲ 0.62%
▲ 5.92%▼ 1.98%▼ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
▼ 18.36%
5
Close
May 17, 2025
IShares Bitcoin Trust Registered
0%
▲ 14.37%
1
Open
May 11, 2025
United Parcel
0%
▼ 11.59%
1
Open
Apr 11, 2025
American Water
0%
▼ 0.98%
1
Open
Apr 11, 2025
Enbridge
0.77%
▲ 68.17%
3
Buy
Nov 23, 2024
Nvidia
16.42%
▲ 678.81%
4
Open
Nov 23, 2024
Toll Brothers
0.75%
▼ 21.03%
2
Buy
Nov 23, 2024
Cheniere Energy
0.94%
▲ 4.88%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 1.22%
1
Open
Nov 22, 2024
Boeing
▼ 25.62%
3
Close
Sep 18, 2024
Kyndryl Holdings Incorporation
▼ 22.86%
2
Close
Dec 07, 2023
Viatris
▼ 35.99%
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