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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #13,220 out of 863,492 TipRanks' Investors
Success Rate
84%
89 out of 106
profitable transactions
Average Return
69.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.40%
6-Month Return▲ 22.92%
12-Month Return▲ 68.74%
YTD Return▲ 17.08%
Total Return▲ 131.91%

Best Trade

Opened at
Closed at-
Gain▲ 387.77%

Bio

Long term

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 6.63%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.20%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.13%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.73%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 1.60%
Feb 2026
▼ 0.25%
▼ 4.94%
▼ 3.06%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 11.25%
Apr 2026
▲ 9.61%
▲ 3.35%
▲ 5.04%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 6.63%
▼ 3.68%▲ 0.19%▲ 3.20%
▼ 0.10%▲ 0.08%▲ 0.13%
▲ 4.06%▲ 1.47%▲ 1.73%
▼ 1.26%▼ 0.86%▲ 1.60%
▼ 0.25%▼ 4.94%▼ 3.06%
▲ 16.06%▲ 10.51%▲ 11.25%
▲ 9.61%▲ 3.35%▲ 5.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
4.64%
▲ 16.55%
6
Buy
May 18, 2026
Alphabet Class A
4.11%
▲ 167.46%
3
Sell
May 18, 2026
Apple
10.27%
▲ 129.88%
4
Sell
Apr 08, 2026
Vanguard S&P500 C-Hg
3.15%
▲ 32.85%
4
Buy
Mar 13, 2026
Canadian Natural
0.9%
▲ 1.91%
1
Open
Mar 13, 2026
Magna International
1.51%
▲ 40.30%
3
Sell
Feb 13, 2026
Warner Bros
▲ 11.74%
2
Close
Feb 10, 2026
Viatris
▲ 71.76%
2
Close
Feb 10, 2026
Nikola
▼ 100.00%
2
Close
Dec 24, 2025
MEG Energy
▲ 104.11%
2
Close
Nov 14, 2025
Cenovus Energy
1.45%
▲ 133.50%
2
Buy
Nov 14, 2025
United Parcel
▼ 55.55%
2
Close
Oct 24, 2025
SoundHound AI, Inc Class A
0.17%
▼ 53.73%
1
Open
Oct 24, 2025
BMO S&P500 IdxCAD Un
0.51%
▲ 10.77%
1
Open
Oct 16, 2025
Advanced Micro Devices
2.7%
▲ 199.23%
3
Buy
Oct 03, 2025
Newmont Mining
▲ 80.34%
2
Close
Sep 24, 2025
Okta
0.01%
▼ 0.78%
2
Buy
Aug 13, 2025
Symbotic
0.47%
▲ 44.41%
2
Buy
Aug 12, 2025
Super Micro Computer
0.23%
▼ 24.40%
2
Buy
Aug 12, 2025
Great-West Lifeco
2.83%
▲ 155.81%
2
Sell
Nov 08, 2024