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Patrick - New Portfolio

Patrick Edwards

Patrick
Individual Investor
Ranked #218,140 out of 793,835 TipRanks' Investors
Success Rate
59%
257 out of 437
profitable transactions
Average Return
2.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 1.56%
12-Month Return▲ 4.08%
YTD Return▼ 0.72%
Total Return▲ 26.37%

Best Trade

Opened at
Closed at
Gain▲ 54.43%

Bio

Retirement

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.92%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.59%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.82%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.83%
Dec 2024
▲ 5.89%
▲ 2.69%
▼ 0.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.18%
Feb 2025
▼ 1.65%
▼ 6.20%
▲ 0.17%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.63%
▲ 2.93%▲ 2.10%▲ 3.92%
▲ 10.00%▼ 0.89%▼ 0.59%
▲ 26.01%▲ 5.96%▲ 4.82%
▲ 5.33%▼ 2.41%▼ 1.83%
▲ 5.89%▲ 2.69%▼ 0.71%
▼ 12.86%▼ 1.27%▼ 0.18%
▼ 1.65%▼ 6.20%▲ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Suncor Energy
2.09%
▲ 0.27%
9
Buy
Mar 26, 2025
Manulife Financial
8.44%
▲ 2.60%
18
Buy
Mar 20, 2025
PIMCO Monthly Income Fund (Canada)
6.82%
▲ 0.76%
4
Buy
Mar 20, 2025
Fortis
3.69%
▲ 3.28%
6
Sell
Mar 20, 2025
Capital Power
6.47%
▼ 4.96%
4
Buy
Mar 20, 2025
Harvest Premium Yield Treasury ETF Trust Unit A
3.67%
▼ 0.71%
2
Buy
Mar 20, 2025
Harvest Diversified Monthly Income ETF Trust Units A
3.11%
▼ 1.49%
1
Open
Mar 20, 2025
Aecon Group Inc.
0.55%
▼ 7.78%
1
Open
Mar 19, 2025
Freehold Royalties
0.46%
▲ 5.45%
30
Buy
Mar 18, 2025
Reconnaissance Energy Africa
0.05%
▼ 8.11%
8
Sell
Mar 18, 2025
BTB REIT
1.16%
▲ 15.63%
18
Buy
Mar 18, 2025
Extendicare
2.46%
▲ 6.71%
2
Buy
Mar 18, 2025
Sun Life Financial
7.65%
▲ 4.61%
6
Sell
Mar 17, 2025
Peyto Exploration & Dev
1.72%
▲ 23.34%
17
Buy
Mar 15, 2025
Whitecap Resources
1.71%
▼ 0.77%
10
Buy
Mar 12, 2025
iShares Core Equity ETF Portfolio Trust Units
6.32%
▼ 2.43%
3
Buy
Mar 12, 2025
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
2.42%
▲ 1.74%
13
Buy
Mar 08, 2025
Gibson Energy
13.27%
▲ 0.08%
20
Buy
Mar 06, 2025
Brompton North American Financials Dividend ETF
4.53%
▼ 3.65%
2
Buy
Mar 06, 2025
Canadian Tire
3.52%
▲ 3.44%
1
Open
Mar 06, 2025