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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #18,171 out of 813,090 TipRanks' Investors
Success Rate
82%
75 out of 91
profitable transactions
Average Return
37.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.63%
6-Month Return▲ 12.74%
12-Month Return▲ 24.17%
YTD Return▲ 17.71%
Total Return▲ 56.46%

Best Trade

Opened at
Closed at-
Gain▲ 248.29%

Bio

Long term

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 3.37%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.55%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.12%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.57%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.97%
Jul 2025
▲ 6.81%
▲ 1.68%
▲ 3.10%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.37%
▼ 12.86%▼ 1.27%▼ 1.18%
▼ 1.80%▼ 5.57%▼ 2.55%
▲ 1.84%▼ 0.87%▼ 1.52%
▲ 12.20%▲ 6.28%▲ 7.12%
▲ 6.24%▲ 5.14%▲ 4.57%
▲ 27.91%▲ 2.30%▲ 3.97%
▲ 6.81%▲ 1.68%▲ 3.10%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Symbotic
0.6%
▲ 93.24%
2
Buy
Aug 12, 2025
Advanced Micro Devices
0.71%
▲ 43.07%
2
Buy
Aug 12, 2025
Super Micro Computer
0.41%
▲ 9.82%
2
Buy
Aug 12, 2025
Okta
0.01%
0.00%
1
Open
Aug 12, 2025
Great-West Lifeco
2.39%
▲ 66.47%
2
Sell
Nov 08, 2024
eBay
1.69%
▲ 39.63%
2
Sell
Nov 07, 2024
Boeing
0.27%
▲ 50.06%
1
Open
Oct 24, 2024
South Bow Corp
0.32%
▲ 21.35%
1
Open
Oct 09, 2024
Apple
10.42%
▲ 72.60%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.38%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.31%
▲ 21.71%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.82%
▲ 27.02%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.4%
▲ 40.40%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.43%
▲ 46.89%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.62%
▲ 41.87%
3
Buy
May 03, 2024
Bank Of Montreal
0.66%
▲ 36.92%
1
Open
Feb 27, 2024
Alibaba
0.57%
▲ 67.38%
1
Open
Feb 23, 2024
Acuity Brands
0.94%
▲ 40.96%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.65%
▲ 23.72%
2
Buy
Jan 22, 2024
Walmart
2.13%
▲ 120.46%
2
Sell
Nov 29, 2023