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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #24,941 out of 832,419 TipRanks' Investors
Success Rate
108 out of 180
profitable transactions
profitable transactions
Average Return
101.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.16%
6-Month Return▲ 25.60%
12-Month Return▲ 28.27%
YTD Return▲ 34.04%
Total Return▲ 383.32%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
17.37%0-17.37%
▲ 11.63%
▲ 6.28%
▲ 17.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.51%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.83%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 2.78%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 1.50%
Dec 2025
▲ 11.63%▲ 6.28%▲ 17.37%
▲ 9.25%▲ 5.14%▲ 9.51%
▲ 7.60%▲ 2.30%▲ 7.02%
▲ 2.76%▲ 2.05%▼ 0.32%
▲ 12.88%▲ 3.56%▲ 7.39%
▲ 10.96%▲ 2.38%▲ 5.83%
▼ 3.44%▲ 0.19%▼ 2.78%
▼ 0.68%▼ 0.24%▼ 1.50%
Recent Activity
Costco
―
▲ 42.39%
3
Close
Nov 24, 2025
Global-e Online
0%
▲ 21.04%
2
Sell
Aug 24, 2025
Palantir Technologies
0%
▲ 9.87%
3
Sell
Aug 24, 2025
Magnite
0.27%
▼ 35.65%
1
Open
Aug 24, 2025
Super Micro Computer
1.35%
▲ 17.19%
3
Sell
Aug 16, 2025
Vistra Energy
0%
▲ 7.81%
5
Buy
Aug 16, 2025
Mastercard
0%
▲ 27.19%
6
Sell
Aug 04, 2025
Argan
5.34%
▲ 43.46%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
0.26%
▲ 7.16%
1
Open
Jul 14, 2025
Kratos Defense
0.63%
▲ 46.11%
1
Open
Jul 14, 2025
Broadcom
5.11%
▲ 131.58%
2
Buy
Jul 06, 2025
Dell Technologies
―
▼ 8.98%
4
Close
Jul 06, 2025
Progressive
―
▼ 0.49%
2
Close
Jul 06, 2025
Howmet Aerospace
3.31%
▲ 10.16%
1
Open
Jul 06, 2025
Microsoft
3.99%
▲ 172.14%
7
Sell
Dec 01, 2024
Vertiv Holdings
6.73%
▲ 79.35%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
2.48%
▲ 27.76%
1
Open
Dec 01, 2024
Apple
4.64%
▲ 326.46%
8
Sell
Nov 12, 2024
EMCOR Group
2.6%
▲ 20.07%
2
Buy
Nov 11, 2024