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Joint JTWROS -4515 - New Portfolio

Jim Sagerholm

Joint JTWROS -4515
Individual Investor
Ranked #16,222 out of 730,199 TipRanks' Investors
Success Rate
69%
84 out of 121
profitable transactions
Average Return
38.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.63%
6-Month Return▲ 30.80%
12-Month Return▲ 47.07%
YTD Return▲ 14.67%
Total Return▲ 31.27%

Best Trade

Opened at
Closed at-
Gain▲ 504.71%

Bio

Performance

18.13%0-18.13%
▼ 4.52%
▼ 4.74%
▼ 4.95%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.52%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.28%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 4.15%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 6.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.32%
Mar 2024
▼ 18.13%
▼ 3.38%
▼ 2.61%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 4.95%
▼ 6.45%▼ 2.17%▼ 1.52%
▲ 9.22%▲ 9.13%▲ 9.28%
▲ 5.14%▲ 4.57%▲ 4.15%
▼ 1.87%▲ 1.59%▲ 6.05%
▲ 14.08%▲ 5.22%▲ 4.43%
▲ 5.05%▲ 3.27%▲ 6.32%
▼ 18.13%▼ 3.38%▼ 2.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Tesla
▼ 2.58%
3
Sell
Feb 23, 2023
Verizon
2.45%
▼ 11.64%
7
Buy
Feb 22, 2023
Energy Transfer
9.75%
▲ 40.28%
12
Buy
Feb 22, 2023
Palo Alto Networks
1.06%
▲ 67.15%
2
Buy
Feb 22, 2023
Home Depot
3.66%
▲ 10.34%
8
Buy
Feb 21, 2023
Microsoft
4.41%
▲ 11.95%
6
Close
Feb 14, 2023
Equinix
▲ 5.70%
5
Close
Feb 12, 2023
Snowflake
▼ 33.30%
2
Sell
Feb 12, 2023
UnitedHealth
15.14%
▲ 4.46%
7
Buy
Feb 10, 2023
Enterprise Products Partners
3.89%
▲ 2.13%
6
Buy
Feb 10, 2023
Exxon Mobil
2.97%
▲ 30.29%
3
Buy
Feb 10, 2023
CrowdStrike Holdings
1.46%
▲ 44.96%
3
Sell
Feb 10, 2023
Chemours Company
1.53%
▲ 1.24%
13
Buy
Feb 10, 2023
Visa
11.47%
▲ 13.74%
6
Buy
Feb 10, 2023
Apple
3.13%
▲ 5.36%
6
Buy
Feb 10, 2023
Amazon
4.25%
▲ 48.54%
5
Buy
Feb 10, 2023
Broadcom
6.34%
▲ 120.48%
4
Buy
Feb 10, 2023
Raytheon Technologies
2.49%
▼ 0.08%
2
Buy
Feb 10, 2023
Nvidia
13.15%
▲ 344.44%
9
Sell
Feb 10, 2023
Alphabet Class A
4.2%
▲ 54.47%
6
Buy
Feb 10, 2023