tiprankstipranks

Joint JTWROS - New Portfolio

Jim Sagerholm

Joint JTWROS
Individual Investor
Ranked #11,998 out of 728,053 TipRanks' Investors
Success Rate
69%
154 out of 222
profitable transactions
Average Return
48.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.70%
6-Month Return▲ 23.37%
12-Month Return▲ 41.21%
YTD Return▲ 11.64%
Total Return▲ 225.33%

Best Trade

Opened at
Closed at-
Gain▲ 620.32%

Bio

Long Range investments with some contrarian views

Performance

15.73%0-15.73%
▼ 4.52%
▼ 4.74%
▼ 3.22%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.08%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.28%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.92%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.11%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.31%
Mar 2024
▼ 15.73%
▼ 2.34%
▼ 3.86%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.22%
▼ 6.45%▼ 2.17%▼ 1.08%
▲ 9.22%▲ 9.13%▲ 11.28%
▲ 5.14%▲ 4.57%▲ 3.41%
▼ 1.87%▲ 1.59%▲ 5.92%
▲ 14.08%▲ 5.22%▲ 5.11%
▲ 5.05%▲ 3.27%▲ 4.31%
▼ 15.73%▼ 2.34%▼ 3.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Energy Transfer
7.88%
▲ 56.64%
24
Buy
Jun 24, 2022
Chemours Company
1.75%
▲ 25.38%
30
Buy
Jun 24, 2022
AbbVie
0.32%
▲ 46.71%
13
Buy
Jun 15, 2022
Amazon
1.27%
▲ 33.54%
3
Buy
Jun 06, 2022
Verizon
0.08%
▼ 19.05%
3
Buy
Jun 02, 2022
Nvidia
17.78%
▲ 434.73%
12
Buy
May 20, 2022
Equinix
5.05%
▲ 5.75%
5
Buy
May 09, 2022
UnitedHealth
16.85%
▲ 0.57%
5
Buy
May 09, 2022
Microsoft
6.12%
▲ 81.53%
7
Buy
May 09, 2022
Visa
14.09%
▲ 31.75%
11
Buy
May 09, 2022
Apple
2.96%
▲ 20.63%
5
Buy
May 09, 2022
Exxon Mobil
1.96%
▲ 43.01%
2
Buy
Apr 26, 2022
Home Depot
2.22%
▲ 7.91%
4
Buy
Apr 23, 2022
Paypal Holdings
0.94%
▼ 30.22%
17
Buy
Apr 23, 2022
Enterprise Products Partners
4.96%
▲ 47.57%
10
Buy
Apr 22, 2022
T. Rowe Price Growth Stock Fd
▼ 21.19%
3
Close
Apr 22, 2022
Chevron
▲ 78.54%
21
Close
Apr 20, 2022
T. Rowe Price Communications & Technology Fund, Inc.
▼ 13.27%
4
Close
Apr 20, 2022
Block
▼ 0.19%
5
Close
Apr 20, 2022
Alphabet Class C
1.03%
▲ 10.75%
3
Sell
Apr 01, 2022