New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #30,921 out of 757,311 TipRanks' Investors
Success Rate
77%
66 out of 86
profitable transactions
Average Return
17.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.62%
6-Month Return▲ 3.98%
12-Month Return▲ 16.37%
YTD Return▲ 9.68%
Total Return▲ 30.09%

Best Trade

Opened at
Closed at-
Gain▲ 147.71%

Bio

Long term

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.83%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.06%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.48%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.44%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.14%
▲ 5.05%▲ 3.27%▲ 3.68%
▼ 12.40%▼ 4.03%▼ 4.39%
▲ 11.46%▲ 5.06%▲ 2.89%
▼ 2.25%▲ 3.53%▲ 0.83%
▲ 25.76%▲ 1.21%▲ 4.06%
▼ 4.21%▲ 2.34%▼ 1.48%
▲ 2.65%▼ 0.40%▲ 0.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Western Bank
▲ 117.39%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.34%
▲ 7.02%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.53%
▲ 4.22%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.31%
▲ 20.61%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.23%
▲ 18.72%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.52%
▲ 14.13%
3
Buy
May 03, 2024
Bank Of Montreal
0.57%
▼ 0.81%
1
Open
Feb 27, 2024
Alibaba
0.45%
▲ 13.52%
1
Open
Feb 23, 2024
Acuity Brands
0.87%
▲ 16.74%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.69%
▲ 15.02%
2
Buy
Jan 22, 2024
Walmart
1.77%
▲ 66.91%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.47%
2
Close
Nov 29, 2023
Magna International
1.47%
▼ 15.78%
2
Buy
May 25, 2023
Bank Of Nova Scotia
1.98%
▲ 11.02%
2
Buy
Apr 27, 2023
Gear Energy
0.03%
▼ 27.96%
1
Open
Mar 24, 2023
Intel
0.18%
▼ 23.51%
1
Open
Jan 27, 2023
Campbell Soup
▲ 20.43%
3
Close
Jan 20, 2023
Amazon
2.97%
▲ 53.27%
2
Buy
Jan 14, 2023
Apple
13.21%
▲ 65.10%
2
Buy
Jan 03, 2023
Simplify Nasdaq 100 PLUS Convexity ETF
▼ 7.89%
2
Close
Dec 22, 2022