Patrick - New Portfolio

Patrick Edwards

Patrick
Individual Investor
Ranked #232,487 out of 757,492 TipRanks' Investors
Success Rate
58%
213 out of 366
profitable transactions
Average Return
2.64%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.30%
6-Month Return▲ 2.53%
12-Month Return▲ 8.71%
YTD Return▲ 9.16%
Total Return▲ 22.54%

Best Trade

Opened at
Closed at
Gain▲ 54.43%

Bio

Retirement

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.09%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.75%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.87%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.27%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.64%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 2.31%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.18%
▲ 5.05%▲ 3.27%▲ 5.32%
▼ 12.40%▼ 4.03%▼ 2.09%
▲ 11.46%▲ 5.06%▲ 1.75%
▼ 2.25%▲ 3.53%▼ 2.87%
▲ 25.76%▲ 1.21%▲ 1.27%
▼ 4.21%▲ 2.34%▲ 0.64%
▲ 2.65%▼ 0.40%▲ 2.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Peyto Exploration & Dev
13.14%
▲ 13.04%
14
Buy
Sep 14, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
22.71%
▲ 9.21%
9
Buy
Sep 10, 2024
Whitecap Resources
15.53%
▼ 2.72%
6
Buy
Aug 16, 2024
Surge Energy
13.13%
▼ 8.85%
7
Buy
Aug 16, 2024
SSR Mining
6.39%
▲ 16.47%
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
▲ 5.75%
28
Close
Jul 17, 2024
BTB REIT
15.85%
▲ 19.36%
14
Buy
Jul 17, 2024
BMO Canadian High Dividend Covered Call ETF
▲ 3.67%
8
Close
Jul 17, 2024
Brompton Global Healthcare Income & Growth ETF
▲ 1.62%
8
Close
Jul 17, 2024
Canadian Natural
12.92%
▲ 9.50%
37
Open
Jun 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
▼ 11.21%
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
▼ 0.76%
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