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Patrick - New Portfolio

Patrick Edwards

Patrick
Individual Investor
Ranked #261,457 out of 770,014 TipRanks' Investors
Success Rate
59%
217 out of 370
profitable transactions
Average Return
3.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.65%
6-Month Return▲ 10.07%
12-Month Return▲ 16.78%
YTD Return▲ 15.45%
Total Return▲ 29.60%

Best Trade

Opened at
Closed at-
Gain▲ 54.50%

Bio

Retirement

Performance

35.03%0-35.03%
▼ 12.40%
▼ 4.03%
▼ 2.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.75%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.27%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.62%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.93%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.82%
Oct 2024
▲ 35.03%
▲ 5.08%
▲ 5.01%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.09%
▲ 11.46%▲ 5.06%▲ 1.75%
▼ 2.25%▲ 3.53%▼ 2.87%
▲ 25.72%▲ 1.21%▲ 1.27%
▼ 4.22%▲ 2.34%▲ 0.62%
▲ 7.82%▲ 2.10%▲ 3.93%
▲ 5.70%▼ 0.89%▼ 0.82%
▲ 35.03%▲ 5.08%▲ 5.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Natural
▲ 9.34%
39
Close
Oct 15, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
31.13%
▲ 12.62%
10
Buy
Oct 08, 2024
BTB REIT
21.56%
▲ 23.51%
15
Buy
Sep 25, 2024
Whitecap Resources
▼ 2.56%
7
Close
Sep 20, 2024
Surge Energy
18.8%
▼ 11.36%
8
Buy
Sep 20, 2024
Peyto Exploration & Dev
19.49%
▲ 29.58%
14
Buy
Sep 14, 2024
SSR Mining
8.56%
▲ 18.09%
1
Open
Aug 15, 2024
Bank Of Nova Scotia
▲ 1.70%
14
Close
Aug 08, 2024
Superior Plus
▼ 10.27%
28
Close
Jul 18, 2024
Freehold Royalties
▲ 5.74%
28
Close
Jul 17, 2024
BMO Canadian High Dividend Covered Call ETF
▲ 3.66%
8
Close
Jul 17, 2024
Brompton Global Healthcare Income & Growth ETF
▲ 1.62%
8
Close
Jul 17, 2024
Enbridge
▼ 1.54%
13
Close
Jun 17, 2024
iShares Canadian Select Dividend Index ETF
▼ 0.76%
8
Close
Apr 19, 2024
Pine Cliff Energy
▼ 11.25%
13
Close
Apr 03, 2024
RBC Canadian Bank Yield Index ETF
▲ 3.57%
3
Close
Mar 07, 2024
BMO Low Volatility Canadian Equity ETF
▲ 0.80%
2
Close
Feb 28, 2024
Pizza Pizza Royalty
▼ 0.28%
6
Close
Feb 16, 2024
Diversified Royalty Corp
▼ 0.01%
27
Close
Feb 06, 2024
Great-West Lifeco
▲ 34.30%
12
Close
Jan 30, 2024