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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #50,791 out of 802,872 TipRanks' Investors
Success Rate
62%
91 out of 146
profitable transactions
Average Return
40.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.77%
6-Month Return▼ 2.21%
12-Month Return▲ 9.48%
YTD Return▲ 1.25%
Total Return▲ 40.39%

Best Trade

Opened at
Closed at
Gain▲ 1006.64%

Bio

All stock holdings for long term balance

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.53%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.48%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.23%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.92%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.61%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 4.20%
May 2025
▲ 4.71%
▲ 1.75%
▲ 1.05%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.53%
▲ 5.43%▼ 2.41%▼ 4.48%
▲ 5.99%▲ 2.69%▲ 3.23%
▼ 12.86%▼ 1.27%▼ 1.46%
▼ 1.80%▼ 5.57%▼ 3.92%
▲ 1.76%▼ 0.87%▼ 1.61%
▲ 12.21%▲ 6.28%▲ 4.20%
▲ 4.71%▲ 1.75%▲ 1.05%

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%
▲ 6.72%
1
Open
May 11, 2025
United Parcel
0%
▲ 3.98%
1
Open
Apr 11, 2025
American Water
0%
▼ 3.72%
1
Open
Apr 11, 2025
Enbridge
0.81%
▲ 59.29%
3
Buy
Nov 23, 2024
Nvidia
13.99%
▲ 668.91%
4
Open
Nov 23, 2024
Toll Brothers
0.71%
▼ 32.30%
2
Buy
Nov 23, 2024
Cheniere Energy
1.03%
▲ 5.30%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 13.05%
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