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New Portfolio - New Portfolio
Jim Edwards
New PortfolioIndividual Investor
Ranked #58,085 out of 809,728 TipRanks' Investors
Success Rate
91 out of 146
profitable transactions
profitable transactions
Average Return
44.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.65%
6-Month Return▲ 2.64%
12-Month Return▲ 10.13%
YTD Return▲ 5.66%
Total Return▲ 46.50%
Best Trade
Bio
All stock holdings for long term balance
Performance
21.30%0-21.30%
▲ 5.10%
▼ 2.41%
▼ 4.48%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.47%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.92%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.68%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.20%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.92%
Jun 2025
▲ 21.30%
▲ 1.78%
▲ 2.51%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.48%
▲ 6.03%▲ 2.69%▲ 3.25%
▼ 12.86%▼ 1.27%▼ 1.47%
▼ 1.80%▼ 5.57%▼ 3.92%
▲ 1.84%▼ 0.87%▼ 1.68%
▲ 12.20%▲ 6.28%▲ 4.20%
▲ 6.24%▲ 5.14%▲ 2.92%
▲ 21.30%▲ 1.78%▲ 2.51%
Recent Activity
Walt Disney
―
▼ 18.36%
5
Close
May 17, 2025
IShares Bitcoin Trust Registered
0%
▲ 17.17%
1
Open
May 11, 2025
United Parcel
0%
▲ 5.90%
1
Open
Apr 11, 2025
American Water
0%
▼ 0.21%
1
Open
Apr 11, 2025
Enbridge
0.76%
▲ 57.13%
3
Buy
Nov 23, 2024
Nvidia
15.54%
▲ 674.90%
4
Open
Nov 23, 2024
Toll Brothers
0.77%
▼ 21.60%
2
Buy
Nov 23, 2024
Cheniere Energy
0.95%
▲ 2.49%
1
Open
Nov 23, 2024
Nikola
―
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
―
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 0.55%
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