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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #19,008 out of 813,692 TipRanks' Investors
Success Rate
107 out of 177
profitable transactions
profitable transactions
Average Return
101.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.79%
6-Month Return▲ 17.29%
12-Month Return▲ 39.62%
YTD Return▲ 24.80%
Total Return▲ 350.00%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 2.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.85%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.65%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 17.37%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.51%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 7.02%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 1.01%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.65%
▼ 12.86%▼ 1.27%▼ 4.05%
▼ 1.80%▼ 5.57%▼ 12.85%
▲ 1.84%▼ 0.87%▲ 4.65%
▲ 12.20%▲ 6.28%▲ 17.37%
▲ 6.24%▲ 5.14%▲ 9.51%
▲ 27.89%▲ 2.30%▲ 7.02%
▲ 8.10%▲ 1.80%▲ 1.01%
Recent Activity
Super Micro Computer
1.94%
▲ 64.46%
3
Sell
Aug 16, 2025
Vistra Energy
0%
▲ 33.52%
5
Buy
Aug 16, 2025
Palantir Technologies
1.9%
▲ 10.28%
2
Buy
Aug 16, 2025
Mastercard
0%
▲ 27.72%
6
Sell
Aug 04, 2025
Argan
3.84%
▲ 0.26%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
0.27%
▲ 4.93%
1
Open
Jul 14, 2025
Kratos Defense
0.59%
▲ 31.76%
1
Open
Jul 14, 2025
Broadcom
4.46%
▲ 96.76%
2
Buy
Jul 06, 2025
Dell Technologies
―
▼ 8.98%
4
Close
Jul 06, 2025
Progressive
―
▼ 0.49%
2
Close
Jul 06, 2025
Howmet Aerospace
2.93%
▼ 4.93%
1
Open
Jul 06, 2025
Global-e Online
0.26%
▼ 7.11%
1
Open
Jul 06, 2025
Microsoft
4.45%
▲ 194.78%
7
Sell
Dec 01, 2024
Vertiv Holdings
5.7%
▲ 53.74%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
3.18%
▲ 59.51%
1
Open
Dec 01, 2024
Apple
3.97%
▲ 254.56%
8
Sell
Nov 12, 2024
Costco
4.99%
▲ 55.97%
2
Buy
Nov 12, 2024
EMCOR Group
2.59%
▲ 16.55%
2
Buy
Nov 11, 2024
Southwest Airlines
―
▼ 7.10%
3
Close
Nov 10, 2024