tiprankstipranks

New Portfolio - New Portfolio

Jim Edwards

New Portfolio
Individual Investor
Ranked #51,346 out of 731,863 TipRanks' Investors
Success Rate
61%
83 out of 137
profitable transactions
Average Return
22.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.47%
6-Month Return▲ 15.26%
12-Month Return▲ 24.88%
YTD Return▲ 4.40%
Total Return▲ 25.47%

Best Trade

Opened at
Closed at-
Gain▲ 568.88%

Bio

All stock holdings for long term balance

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.82%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.73%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.76%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.46%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.56%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.67%
Apr 2024
▼ 1.77%
▼ 0.32%
▲ 0.79%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.82%
▲ 9.22%▲ 9.13%▲ 9.73%
▲ 5.14%▲ 4.57%▲ 5.76%
▼ 1.87%▲ 1.59%▲ 0.46%
▲ 14.08%▲ 5.22%▲ 3.56%
▲ 5.05%▲ 3.27%▲ 4.44%
▼ 12.40%▼ 4.03%▼ 4.67%
▼ 1.77%▼ 0.32%▲ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Otis Worldwide
0%
▼ 5.83%
1
Open
Mar 12, 2024
Kyndryl Holdings Incorporation
▼ 22.86%
2
Close
Dec 07, 2023
Viatris
▼ 35.98%
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
Meta Platforms
▼ 0.59%
2
Close
Jan 12, 2022
Ford Motor
0.49%
▲ 25.85%
3
Buy
Jan 05, 2022
Boeing
0.37%
▼ 14.24%
2
Buy
Jan 05, 2022
Walt Disney
0.32%
▼ 18.81%
4
Buy
Jan 05, 2022
AT&T
0.58%
▼ 2.35%
3
Buy
Jan 05, 2022
Hilton Worldwide Holdings
▲ 18.99%
2
Close
Jan 05, 2022
Bausch Health Companies
▼ 4.04%
2
Close
Jan 05, 2022
Snap
▼ 15.10%
2
Close
Jan 05, 2022
DocuSign
▼ 8.18%
2
Close
Jan 05, 2022
Caterpillar
▲ 6.57%
2
Close
Jan 05, 2022
Boyd Gaming
▼ 3.55%
2
Close
Jan 05, 2022