Jim Harding Portfolio
Invests via Propel Bio Management LLC | Managed by Leen Kawas, Xue Hua
Invests via Propel Bio Management LLC
Managed by Leen Kawas, Xue Hua
Automatically Tracked
Jim Harding Profile
With a strong foundation in finance and entrepreneurship, Jim Harding has established himself as an influential player in the business community. Known for his strategic foresight, he has successfully led various ventures that bridge traditional industries with innovative practices. His expertise spans across operational leadership and growth initiatives, positioning him to impact not just company trajectories but also sector dynamics. As a frequent collaborator on high-stakes projects, Harding cultivates partnerships that enhance market opportunities while driving competitive advantage.
With a strong foundation in finance and entrepreneurship, Jim Harding has established himself as an influential player in the business community. Known for his strategic foresight, he has successfully led various ventures that bridge traditional industries with innovative practices. His expertise spans across operational leadership and growth initiatives, positioning him to impact not just company trajectories but also sector dynamics. As a frequent collaborator on high-stakes projects, Harding cultivates partnerships that enhance market opportunities while driving competitive advantage.
Investment Philosophy & Strategy
Jim Harding leverages his extensive entrepreneurial experience to identify transformative investment opportunities within traditional industries. His focus lies in harnessing innovative practices that enhance operational efficiencies and foster sustainable growth. By capitalizing on emerging trends, he strategically aligns resources to maximize value creation while mitigating competitive risks. His collaborative approach enables the cultivation of strategic partnerships that drive impactful results across sectors. With a keen eye for business model evolution, he consistently seeks ventures poised for significant market disruption.
Jim Harding leverages his extensive entrepreneurial experience to identify transformative investment opportunities within traditional industries. His focus lies in harnessing innovative practices that enhance operational efficiencies and foster sustainable growth. By capitalizing on emerging trends, he strategically aligns resources to maximize value creation while mitigating competitive risks. His collaborative approach enables the cultivation of strategic partnerships that drive impactful results across sectors. With a keen eye for business model evolution, he consistently seeks ventures poised for significant market disruption.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
27.91%
Gain +1.97%
Monthly
0.76%
Yearly
9.53%
Drawdown
41.38%
$196.56M
Equity
Holdings
$196.56M
Investment
$150.46M
$29.53M
Profit +$2.27M
Realized
-$16.58M
Unrealized
$46.11M
Dividends
$5.67M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.97%
Profit
$2.27M
Win %
60%
This Week
Compared To Last Week
Gain
1.17%
Profit
$2.27M
Win %
60%
This Month
Compared to last month
Gain
-6.02%
Profit
-$12.6M
Win %
60%
This Year
Compared to last year
Gain
4.08%
Profit
$7.71M
Win %
58%
SLNCF Silence Therapeutics plc
+10%
+$76,693.2 
LONA Athira Pharma Inc.
+8.67%
+$89,567.4 
FDMT 4D Molecular Therapeutics, Inc.
+6%
+$199,596.66 
CLDX Celldex Therapeutics Inc.
+5.82%
+$222,674.64 
PHAT Phathom Pharmaceuticals Inc.
+4.19%
+$367,625.3 
ACHV Achieve Life Sciences Inc.
+3.19%
+$907,654.05 
DCTH Delcath Systems Inc.
+3.08%
+$427,015.4 
KYTX Kyverna Therapeutics, Inc.
+2.57%
+$164,716.43 
OCUL Ocular Therapeutix Inc.
+2.1%
+$78,752.52 
CMPS Compass Pathways plc Depositary Receipt
+2.06%
+$169,060.37 
OVID Ovid Therapeutics Inc.
+2.04%
+$61,354.59 
AQST Aquestive Therapeutics Inc.
+1.92%
+$132,412.04 
CRVS Corvus Pharmaceuticals Inc.
+1.82%
+$16,539.3 
UPB Upstream Bio, Inc.
+1.82%
+$36,545.57 
SABS Sab Biotherapeutics Inc.
+1.73%
+$63,518.1 
EYPT EyePoint Pharmaceuticals Inc.
+1.23%
+$9,951.57 
SGMT Sagimet Biosciences Inc.
+1.01%
+$13,846.58 
MAZE Maze Therapeutics Inc.
+0.98%
+$10,511.52 
ARTV Artiva Biotherapeutics Inc.
+0.73%
+$52,232.7 
ZVRA Zevra Therapeutics, Inc.
+0.29%
+$8,874.04 
PALI Palisade Bio Inc.
+0.24%
+$12,911.94 
SCYX Scynexis, Inc.
-4.54%
-$119,565.16 
IVA Inventiva S.A.
-3.61%
-$185,775.74 
OBIO Orchestra BioMed Holdings, Inc.
-2.81%
-$154,232.57 
IMUX Immunic, Inc.
-2.45%
-$91,006.16 
MIST Milestone Pharmaceuticals Inc.
-1.64%
-$119,616.4 
CORT Corcept Therapeutics Incorporated
-0.74%
-$113,294.17 
ABEO Abeona Therapeutics Inc.
-0.37%
-$19,661.4 
PAGP Plains GP Holdings, L.P.
-0.12%
-$43,769.18 Events
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Dividends
Dividend Analysis
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No Data
| Trades 172 | Longs Won 83/172 48% | Profit Factor 1.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.48M |
| Average Win $1.19M | Best Trade (Sep 04) $23.07M | Sharpe Ratio -29.09 |
| Average Loss -$778,180.73 | Worst Trade (Dec 30) -$14.75M | Z-Score 1.62 (89.56%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $171,672.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 0.39% | 2.06% | 8.82% | 31.77% |
| Consecutive Losing Trades | 253 | 227 | 202 | 177 | 152 | 126 | 101 | 76 | 51 | 25 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABEO Abeona Therapeutics Inc. | 983,070 | $4.81M | $5.3M | - | $492,879.09 | 10.25% | -0.369% |
| ACHV Achieve Life Sciences Inc. | 4.03M | $10.37M | $29.39M | - | $19.02M | 183.35% | +3.187% |
| AQST Aquestive Therapeutics Inc. | 1.44M | $6.63M | $7.03M | - | $397,482.44 | 6% | +1.921% |
| ARTV Artiva Biotherapeutics Inc. | 696,436 | $6.29M | $7.17M | - | $884,340.89 | 14.07% | +0.734% |
| CLDX Celldex Therapeutics Inc. | 103,695 | $2.68M | $4.05M | - | $1.37M | 50.94% | +5.82% |
| CMPS Compass Pathways plc Depositary Receipt | 573,086 | $3.7M | $8.39M | - | $4.7M | 127.12% | +2.056% |
| CORT Corcept Therapeutics Incorporated | 136,499 | $5.56M | $15.28M | - | $9.72M | 174.84% | -0.736% |
| CRVS Corvus Pharmaceuticals Inc. | 70,380 | $1.03M | $925,145.1 | - | -$101,193.19 | -9.86% | +1.82% |
| DCTH Delcath Systems Inc. | 871,460 | $8.89M | $14.29M | - | $5.41M | 60.84% | +3.08% |
| EYPT EyePoint Pharmaceuticals Inc. | 191,745 | $2.48M | $821,032.92 | - | -$1.66M | -66.86% | +1.227% |
| FDMT 4D Molecular Therapeutics, Inc. | 252,654 | $2.38M | $3.53M | - | $1.15M | 48.29% | +5.998% |
| IMUX Immunic, Inc. | 325,022 | $5M | $3.62M | - | -$1.37M | -27.52% | -2.452% |
| IVA Inventiva S.A. | 1.28M | $5.35M | $4.96M | - | -$380,751.9 | -7.12% | -3.607% |
| KYTX Kyverna Therapeutics, Inc. | 883,198 | $8.19M | $6.58M | - | -$1.61M | -19.65% | +2.569% |
| LONA Athira Pharma Inc. | 149,279 | $618,015 | $1.12M | - | $504,563.08 | 81.64% | +8.671% |
| MAZE Maze Therapeutics Inc. | 43,798 | $1.31M | $1.09M | - | -$219,427.68 | -16.78% | +0.976% |
| MIST Milestone Pharmaceuticals Inc. | 7.43M | $12.12M | $7.16M | - | -$4.96M | -40.9% | -1.643% |
| OBIO Orchestra BioMed Holdings, Inc. | 896,701 | $3.83M | $5.33M | - | $1.5M | 39.23% | -2.81% |
| OCUL Ocular Therapeutix Inc. | 357,966 | $3.02M | $3.83M | - | $813,639.75 | 26.94% | +2.097% |
| OVID Ovid Therapeutics Inc. | 1.12M | $2.56M | $3.06M | - | $502,287.93 | 19.62% | +2.045% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jim Harding?
The largest contributions to the portfolio's profits come from the following stocks: Plains GP Holdings, L.P - $7.93M, Akero Therapeutics, Inc - $6.97M, Madrigal Pharmaceuticals, Inc - $3.83M, Avidity Biosciences, Inc - $3.65M, and uniQure N.V - $3.25M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Applied Therapeutics Inc - $21.75M, TScan Therapeutics Inc - $8.37M, Achieve Life Sciences Inc - $3.3M, Athira Pharma, Inc - $3.18M, and Verrica Pharmaceuticals Inc - $2.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jim Harding's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.67M earned over time. The largest contributors to dividend income include Plains GP Holdings, L.P - $4.8M, Simplify Enhanced Income ETF - $783,762.64, iShares MBS ETF - $32,572.96, iShares iBonds Dec 2024 Term Corporate ETF - $12,493.33, and Vanguard Short-Term Bond ETF - $10,694.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jim Harding's monthly returns?
Jim Harding's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jim Harding's strategy be considered aggressive or moderate?
Jim Harding's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jim Harding's strategy?
Jim Harding's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
