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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #33,602 out of 793,704 TipRanks' Investors
Success Rate
74%
67 out of 91
profitable transactions
Average Return
21.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.39%
6-Month Return▲ 0.31%
12-Month Return▲ 4.13%
YTD Return▼ 0.26%
Total Return▲ 32.63%

Best Trade

Opened at
Closed at-
Gain▲ 177.81%

Bio

Long term

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.08%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.98%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.52%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.18%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 2.39%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.48%
▲ 2.93%▲ 2.10%▲ 2.42%
▲ 10.00%▼ 0.89%▼ 1.08%
▲ 26.01%▲ 5.96%▲ 3.98%
▲ 5.34%▼ 2.41%▼ 2.52%
▲ 5.88%▲ 2.69%▲ 3.40%
▼ 12.86%▼ 1.27%▼ 1.18%
▲ 5.30%▼ 4.02%▼ 2.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.11%
▼ 17.88%
1
Open
Feb 13, 2025
Advanced Micro Devices
0.11%
▼ 12.78%
1
Open
Jan 20, 2025
Symbotic
0.08%
▼ 19.65%
1
Open
Jan 15, 2025
Great-West Lifeco
2.66%
▲ 67.72%
2
Sell
Nov 08, 2024
eBay
1.32%
▼ 4.27%
2
Sell
Nov 07, 2024
Boeing
0.24%
▲ 15.55%
1
Open
Oct 24, 2024
South Bow Corp
0.34%
▲ 14.95%
1
Open
Oct 09, 2024
Apple
11.5%
▲ 67.83%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.38%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.2%
▲ 8.34%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.33%
▲ 6.48%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.39%
▲ 23.49%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.28%
▲ 21.83%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.42%
▲ 19.85%
3
Buy
May 03, 2024
Bank Of Montreal
0.64%
▲ 19.15%
1
Open
Feb 27, 2024
Alibaba
0.71%
▲ 82.39%
1
Open
Feb 23, 2024
Acuity Brands
0.88%
▲ 16.82%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.7%
▲ 20.86%
2
Buy
Jan 22, 2024
Walmart
2%
▲ 81.75%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.48%
2
Close
Nov 29, 2023