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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #18,475 out of 809,087 TipRanks' Investors
Success Rate
82%
75 out of 91
profitable transactions
Average Return
34.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.69%
6-Month Return▲ 10.06%
12-Month Return▲ 15.26%
YTD Return▲ 14.18%
Total Return▲ 51.77%

Best Trade

Opened at
Closed at-
Gain▲ 210.49%

Bio

Long term

Performance

21.44%0-21.44%
▲ 5.10%
▼ 2.41%
▼ 2.55%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.56%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.56%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.10%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.57%
Jun 2025
▲ 21.44%
▲ 1.57%
▲ 4.03%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.55%
▲ 6.03%▲ 2.69%▲ 3.37%
▼ 12.86%▼ 1.27%▼ 1.18%
▼ 1.80%▼ 5.57%▼ 2.56%
▲ 1.84%▼ 0.87%▼ 1.56%
▲ 12.20%▲ 6.28%▲ 7.10%
▲ 6.24%▲ 5.14%▲ 4.57%
▲ 21.44%▲ 1.57%▲ 4.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.16%
▲ 22.45%
1
Open
Feb 13, 2025
Advanced Micro Devices
0.15%
▲ 28.39%
1
Open
Jan 20, 2025
Symbotic
0.2%
▲ 103.74%
1
Open
Jan 15, 2025
Great-West Lifeco
2.42%
▲ 62.01%
2
Sell
Nov 08, 2024
eBay
1.42%
▲ 12.42%
2
Sell
Nov 07, 2024
Boeing
0.28%
▲ 47.95%
1
Open
Oct 24, 2024
South Bow Corp
0.32%
▲ 18.34%
1
Open
Oct 09, 2024
Apple
9.95%
▲ 58.54%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.38%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.37%
▲ 18.99%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.87%
▲ 23.00%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.46%
▲ 37.11%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.44%
▲ 42.13%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.78%
▲ 41.97%
3
Buy
May 03, 2024
Bank Of Montreal
0.69%
▲ 36.17%
1
Open
Feb 27, 2024
Alibaba
0.58%
▲ 64.38%
1
Open
Feb 23, 2024
Acuity Brands
0.88%
▲ 27.83%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.68%
▲ 22.79%
2
Buy
Jan 22, 2024
Walmart
2.03%
▲ 102.23%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.47%
2
Close
Nov 29, 2023