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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #30,285 out of 781,066 TipRanks' Investors
Success Rate
78%
69 out of 89
profitable transactions
Average Return
23.81%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.96%
6-Month Return▲ 4.50%
12-Month Return▲ 15.32%
YTD Return▲ 2.55%
Total Return▲ 36.52%

Best Trade

Opened at
Closed at-
Gain▲ 180.47%

Bio

Long term

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.81%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 4.06%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.41%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.97%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.60%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 2.55%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.81%
▲ 8.13%▲ 1.21%▲ 4.06%
▼ 13.14%▲ 2.34%▼ 1.48%
▲ 2.93%▲ 2.10%▲ 2.41%
▲ 10.00%▼ 0.89%▼ 0.89%
▲ 26.04%▲ 5.96%▲ 3.97%
▲ 5.93%▼ 2.41%▼ 2.60%
▲ 11.17%▲ 1.96%▲ 2.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Symbotic
0.12%
▲ 11.17%
1
Open
Jan 15, 2025
Great-West Lifeco
2.18%
▲ 39.95%
2
Sell
Nov 08, 2024
eBay
1.29%
▼ 5.58%
2
Sell
Nov 07, 2024
Boeing
0.22%
▲ 10.37%
1
Open
Oct 24, 2024
South Bow Corp
0.31%
▲ 7.72%
1
Open
Oct 09, 2024
Apple
11.63%
▲ 72.24%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.38%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.29%
▲ 14.15%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.61%
▲ 15.27%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.56%
▲ 29.73%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.44%
▲ 31.78%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.16%
▲ 14.13%
3
Buy
May 03, 2024
Bank Of Montreal
0.64%
▲ 21.59%
1
Open
Feb 27, 2024
Alibaba
0.44%
▲ 14.47%
1
Open
Feb 23, 2024
Acuity Brands
1.07%
▲ 44.03%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.71%
▲ 25.58%
2
Buy
Jan 22, 2024
Walmart
2.11%
▲ 94.61%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.47%
2
Close
Nov 29, 2023
Magna International
1.41%
▼ 11.61%
2
Buy
May 25, 2023
Bank Of Nova Scotia
1.91%
▲ 17.59%
2
Buy
Apr 27, 2023