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Patrick - New Portfolio

Patrick Edwards

Patrick
Individual Investor
Ranked #229,643 out of 804,349 TipRanks' Investors
Success Rate
60%
294 out of 487
profitable transactions
Average Return
3.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 11.12%
12-Month Return▲ 15.05%
YTD Return▲ 5.48%
Total Return▲ 34.28%

Best Trade

Opened at
Closed at
Gain▲ 54.43%

Bio

Retirement

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.81%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 1.82%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 0.72%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.39%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.65%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 5.50%
May 2025
▲ 4.72%
▲ 1.37%
▲ 1.16%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.81%
▲ 5.10%▼ 2.41%▼ 1.82%
▲ 6.03%▲ 2.69%▼ 0.72%
▼ 12.86%▼ 1.27%▼ 0.19%
▼ 1.80%▼ 5.57%▲ 0.39%
▲ 1.83%▼ 0.87%▼ 0.65%
▲ 12.21%▲ 6.28%▲ 5.50%
▲ 4.72%▲ 1.37%▲ 1.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Reconnaissance Energy Africa
1.36%
▲ 5.74%
13
Buy
Jun 18, 2025
BTB REIT
2.18%
▲ 23.31%
21
Buy
Jun 17, 2025
Peyto Exploration & Dev
2.49%
▲ 22.98%
19
Buy
Jun 14, 2025
Harvest Diversified Monthly Income ETF Trust Units A
16.9%
▲ 4.18%
6
Buy
Jun 11, 2025
PIMCO Monthly Income Fund (Canada)
4.31%
▲ 0.88%
9
Sell
Jun 09, 2025
Fortis
4.71%
▲ 3.57%
7
Buy
Jun 09, 2025
PwrShares CorpBnd Un
8.61%
▲ 0.19%
2
Buy
Jun 09, 2025
Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund ETF Trust Units -Unhedged-
3.47%
▲ 0.34%
3
Buy
Jun 09, 2025
Harvest Premium Yield Treasury ETF Trust Unit A
15.09%
▼ 0.31%
9
Sell
Jun 06, 2025
Odd Burger Corporation
0.7%
▼ 17.30%
4
Sell
Jun 06, 2025
Brompton North American Financials Dividend ETF
▲ 3.99%
6
Close
Jun 03, 2025
Canadian Tire
5.42%
▲ 15.45%
2
Buy
Jun 03, 2025
Canadian Natural
▲ 9.17%
46
Close
May 23, 2025
Gibson Energy
17.15%
▲ 2.72%
21
Sell
May 23, 2025
Suncor Energy
▼ 2.93%
12
Close
May 23, 2025
Freehold Royalties
▲ 5.34%
32
Close
May 23, 2025
Manulife Financial
1.15%
▲ 0.92%
20
Sell
May 23, 2025
Superior Plus
▼ 8.51%
30
Close
May 23, 2025
Whitecap Resources
2.51%
▲ 2.90%
12
Buy
May 23, 2025
iShares Core Equity ETF Portfolio Trust Units
▲ 0.45%
5
Close
May 23, 2025