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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #38,553 out of 796,960 TipRanks' Investors
Success Rate
71%
65 out of 91
profitable transactions
Average Return
16.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.76%
6-Month Return▼ 2.87%
12-Month Return▲ 5.21%
YTD Return▼ 2.97%
Total Return▲ 29.00%

Best Trade

Opened at
Closed at-
Gain▲ 147.81%

Bio

Long term

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 2.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.98%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.54%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 3.38%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.43%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 2.67%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.42%
▲ 10.00%▼ 0.89%▼ 1.09%
▲ 25.97%▲ 5.96%▲ 3.98%
▲ 5.39%▼ 2.41%▼ 2.54%
▲ 6.04%▲ 2.69%▲ 3.38%
▼ 12.86%▼ 1.27%▼ 1.18%
▼ 1.80%▼ 5.57%▼ 2.43%
▲ 1.97%▼ 2.27%▼ 2.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.12%
▼ 15.30%
1
Open
Feb 13, 2025
Advanced Micro Devices
0.1%
▼ 22.74%
1
Open
Jan 20, 2025
Symbotic
0.09%
▼ 17.59%
1
Open
Jan 15, 2025
Great-West Lifeco
2.72%
▲ 63.50%
2
Sell
Nov 08, 2024
eBay
1.35%
▼ 3.71%
2
Sell
Nov 07, 2024
Boeing
0.24%
▲ 13.71%
1
Open
Oct 24, 2024
South Bow Corp
0.33%
▲ 7.69%
1
Open
Oct 09, 2024
Apple
10.87%
▲ 56.23%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.38%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.23%
▲ 4.31%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.4%
▲ 2.85%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.3%
▲ 19.03%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.25%
▲ 18.22%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.54%
▲ 19.90%
3
Buy
May 03, 2024
Bank Of Montreal
0.64%
▲ 13.49%
1
Open
Feb 27, 2024
Alibaba
0.64%
▲ 60.42%
1
Open
Feb 23, 2024
Acuity Brands
0.81%
▲ 6.26%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.68%
▲ 12.13%
2
Buy
Jan 22, 2024
Walmart
2.27%
▲ 103.42%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.48%
2
Close
Nov 29, 2023