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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #11,590 out of 826,386 TipRanks' Investors
Success Rate
86%
85 out of 99
profitable transactions
Average Return
48.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.19%
6-Month Return▲ 44.66%
12-Month Return▲ 46.51%
YTD Return▲ 44.82%
Total Return▲ 92.13%

Best Trade

Opened at
Closed at-
Gain▲ 211.60%

Bio

Long term

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 1.52%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.12%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.59%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.73%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.43%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.71%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.63%
Oct 2025
▲ 0.86%
▲ 0.19%
▲ 0.24%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 1.52%
▲ 11.63%▲ 6.28%▲ 7.12%
▲ 9.25%▲ 5.14%▲ 4.59%
▲ 7.60%▲ 2.30%▲ 3.73%
▲ 2.76%▲ 2.05%▲ 7.43%
▲ 12.88%▲ 3.56%▲ 10.71%
▲ 10.96%▲ 2.38%▲ 6.63%
▲ 0.86%▲ 0.19%▲ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United Parcel
▼ 55.55%
2
Close
Oct 24, 2025
SoundHound AI, Inc Class A
0.4%
▼ 4.84%
1
Open
Oct 24, 2025
BMO S&P500 IdxCAD Un
0.54%
▲ 3.43%
1
Open
Oct 16, 2025
Advanced Micro Devices
1.8%
▲ 72.81%
3
Buy
Oct 03, 2025
Newmont Mining
▲ 80.34%
2
Close
Sep 24, 2025
Okta
0.01%
▲ 1.03%
2
Buy
Aug 13, 2025
Symbotic
0.87%
▲ 131.93%
2
Buy
Aug 12, 2025
Super Micro Computer
0.41%
▲ 14.67%
2
Buy
Aug 12, 2025
Great-West Lifeco
2.39%
▲ 87.55%
2
Sell
Nov 08, 2024
eBay
1.32%
▲ 19.45%
2
Sell
Nov 07, 2024
Boeing
0.22%
▲ 31.96%
1
Open
Oct 24, 2024
South Bow Corp
0.27%
▲ 17.49%
1
Open
Oct 09, 2024
Apple
11.17%
▲ 102.21%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.38%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.14%
▲ 29.74%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.68%
▲ 38.21%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.28%
▲ 49.74%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.42%
▲ 60.25%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.71%
▲ 63.42%
3
Buy
May 03, 2024
Bank Of Montreal
0.66%
▲ 55.40%
1
Open
Feb 27, 2024