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New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #51,458 out of 806,245 TipRanks' Investors
Success Rate
62%
91 out of 146
profitable transactions
Average Return
43.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.75%
6-Month Return▲ 4.01%
12-Month Return▲ 12.18%
YTD Return▲ 4.25%
Total Return▲ 44.55%

Best Trade

Opened at
Closed at
Gain▲ 1006.65%

Bio

All stock holdings for long term balance

Performance

12.86%0-12.86%
▲ 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
▲ 1.83%
▼ 0.87%
▼ 1.69%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.20%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.92%
Jun 2025
▼ 1.39%
▼ 0.03%
▲ 1.15%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.48%
▲ 6.03%▲ 2.69%▲ 3.25%
▼ 12.86%▼ 1.27%▼ 1.47%
▼ 1.80%▼ 5.57%▼ 3.92%
▲ 1.83%▼ 0.87%▼ 1.69%
▲ 12.20%▲ 6.28%▲ 4.20%
▲ 6.24%▲ 5.14%▲ 2.92%
▼ 1.39%▼ 0.03%▲ 1.15%

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%
▲ 3.39%
1
Open
May 11, 2025
United Parcel
0%
▲ 9.38%
1
Open
Apr 11, 2025
American Water
0%
▼ 1.83%
1
Open
Apr 11, 2025
Enbridge
0.77%
▲ 56.16%
3
Buy
Nov 23, 2024
Nvidia
14.57%
▲ 671.53%
4
Open
Nov 23, 2024
Toll Brothers
0.74%
▼ 27.08%
2
Buy
Nov 23, 2024
Cheniere Energy
1.03%
▲ 8.64%
1
Open
Nov 23, 2024
Nikola
▼ 99.58%
3
Close
Nov 22, 2024
Otis Worldwide
▲ 5.12%
2
Close
Nov 22, 2024
Eaton
0%
▼ 5.25%
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