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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #17,666 out of 856,815 TipRanks' Investors
Success Rate
81%
83 out of 103
profitable transactions
Average Return
48.74%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.92%
6-Month Return▲ 16.42%
12-Month Return▲ 52.28%
YTD Return▲ 1.09%
Total Return▲ 100.14%

Best Trade

Opened at
Closed at-
Gain▲ 333.28%

Bio

Long term

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 7.43%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 10.71%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.63%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.18%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.10%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.68%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.58%
Feb 2026
▲ 6.15%
▼ 2.47%
▼ 2.12%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 7.43%
▲ 12.88%▲ 3.56%▲ 10.71%
▲ 10.96%▲ 2.38%▲ 6.63%
▼ 3.68%▲ 0.19%▲ 3.18%
▼ 0.10%▲ 0.08%▲ 0.10%
▲ 4.06%▲ 1.47%▲ 1.68%
▼ 1.12%▼ 0.86%▲ 1.58%
▲ 6.15%▼ 2.47%▼ 2.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P500 C-Hg
3.18%
▲ 25.27%
4
Buy
Mar 13, 2026
Canadian Natural
1.02%
▲ 0.35%
1
Open
Mar 13, 2026
Magna International
1.51%
▲ 22.82%
3
Sell
Feb 13, 2026
Microsoft
3.76%
▲ 15.90%
4
Buy
Feb 10, 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
1.27%
▲ 78.86%
2
Buy
Nov 14, 2025
United Parcel
▼ 55.55%
2
Close
Oct 24, 2025
SoundHound AI, Inc Class A
0.17%
▼ 58.06%
1
Open
Oct 24, 2025
BMO S&P500 IdxCAD Un
0.51%
▼ 1.87%
1
Open
Oct 16, 2025
Advanced Micro Devices
1.33%
▲ 30.83%
3
Buy
Oct 03, 2025
Newmont Mining
▲ 80.34%
2
Close
Sep 24, 2025
Okta
0.01%
▼ 14.41%
2
Buy
Aug 13, 2025
Symbotic
0.53%
▲ 44.47%
2
Buy
Aug 12, 2025
Super Micro Computer
0.25%
▼ 28.01%
2
Buy
Aug 12, 2025
Great-West Lifeco
2.58%
▲ 105.65%
2
Sell
Nov 08, 2024
eBay
1.43%
▲ 32.83%
2
Sell
Nov 07, 2024
Boeing
0.22%
▲ 37.71%
1
Open
Oct 24, 2024