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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #51,241 out of 858,971 TipRanks' Investors
Success Rate
63%
92 out of 146
profitable transactions
Average Return
61.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.55%
6-Month Return▲ 8.70%
12-Month Return▲ 26.69%
YTD Return▲ 5.14%
Total Return▲ 63.37%

Best Trade

Opened at
Closed at
Gain▲ 1006.64%

Bio

All stock holdings for long term balance

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.62%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.07%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.25%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.43%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.72%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.05%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 3.23%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.62%
▲ 10.96%▲ 2.38%▲ 0.07%
▼ 3.68%▲ 0.19%▲ 1.81%
▼ 0.10%▲ 0.08%▲ 0.25%
▲ 4.06%▲ 1.47%▲ 4.43%
▼ 1.12%▼ 0.86%▲ 2.72%
▲ 0.60%▼ 4.94%▼ 5.05%
▲ 7.53%▲ 5.50%▲ 3.23%

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%
▼ 28.14%
1
Open
May 11, 2025
United Parcel
0%
▲ 12.27%
1
Open
Apr 11, 2025
American Water
0%
▼ 5.68%
1
Open
Apr 11, 2025
Enbridge
0.81%
▲ 93.77%
3
Buy
Nov 23, 2024
Nvidia
15.84%
▲ 680.35%
4
Open
Nov 23, 2024
Toll Brothers
0.78%
▼ 11.99%
2
Buy
Nov 23, 2024
Cheniere Energy
1.01%
▲ 21.31%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▲ 8.58%
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