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New Portfolio - New Portfolio

PerformancePortfolio Details

PATRICK

New Portfolio
Individual Investor
Ranked #32,794 out of 788,370 TipRanks' Investors
Success Rate
76%
69 out of 91
profitable transactions
Average Return
24.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.31%
6-Month Return▲ 8.10%
12-Month Return▲ 13.01%
YTD Return▲ 3.67%
Total Return▲ 38.23%

Best Trade

AssetMeta Platforms (META)
Opened at
Closed at-
Gain▲ 200.86%

Bio

Long term

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.06%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.89%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.97%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 2.44%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.62%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.05%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.06%
▼ 13.14%▲ 2.34%▼ 1.48%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 9.99%▼ 0.89%▼ 0.89%
▲ 26.03%▲ 5.96%▲ 3.97%
▲ 5.97%▼ 2.41%▼ 2.44%
▲ 5.25%▲ 2.69%▲ 3.62%
▼ 9.08%▲ 1.42%▲ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SMCI
Super Micro Computer
0.18%
▲ 32.62%
1
Open
Feb 13, 2025
AMD
Advanced Micro Devices
0.11%
▼ 9.36%
1
Open
Jan 20, 2025
SYM
Symbotic
0.09%
▼ 8.59%
1
Open
Jan 15, 2025
GWO
Great-West Lifeco
2.46%
▲ 58.55%
2
Sell
Nov 08, 2024
EBAY
eBay
1.32%
▼ 1.02%
2
Sell
Nov 07, 2024
BA
Boeing
0.23%
▲ 14.28%
1
Open
Oct 24, 2024
SOBO
South Bow Corp
0.32%
▲ 11.55%
1
Open
Oct 09, 2024
AAPL
Apple
12.17%
▲ 84.10%
3
Sell
Sep 20, 2024
CWB
Canadian Western Bank
―
▲ 117.38%
3
Close
Aug 13, 2024
VSP
Vanguard S&P500 C-Hg
3.29%
▲ 14.46%
3
Buy
May 27, 2024
QQC.F
Invesco QQQ Index ETF
5.63%
▲ 16.01%
3
Buy
May 27, 2024
VOO
Vanguard S&P 500 ETF
4.49%
▲ 30.27%
3
Buy
May 23, 2024
QQQ
Invesco QQQ Trust
2.41%
▲ 32.87%
4
Buy
May 23, 2024
TD
Toronto Dominion Bank
3.23%
▲ 16.87%
3
Buy
May 03, 2024
BMO
Bank Of Montreal
0.64%
▲ 22.62%
1
Open
Feb 27, 2024
BABA
Alibaba
0.73%
▲ 93.31%
1
Open
Feb 23, 2024
AYI
Acuity Brands
0.98%
▲ 34.89%
2
Sell
Jan 30, 2024
EQL
Invesco S&P 500 Equal Weight Index ETF
0.69%
▲ 23.34%
2
Buy
Jan 22, 2024
WMT
Walmart
2.13%
▲ 100.62%
2
Sell
Nov 29, 2023
GTN
Gray Television
―
▲ 0.47%
2
Close
Nov 29, 2023