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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #22,374 out of 829,425 TipRanks' Investors
Success Rate
105 out of 180
profitable transactions
profitable transactions
Average Return
101.32%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.87%
6-Month Return▲ 23.56%
12-Month Return▲ 22.12%
YTD Return▲ 27.78%
Total Return▲ 360.77%
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%
▲ 0.80%
▼ 0.87%
▲ 4.65%
Apr 2025
▲ 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
▼ 8.98%
▼ 3.38%
▼ 8.71%
Nov 2025
▲ 0.80%▼ 0.87%▲ 4.65%
▲ 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%
▼ 8.98%▼ 3.38%▼ 8.71%
Recent Activity
Global-e Online
0%
▲ 8.23%
2
Sell
Aug 24, 2025
Palantir Technologies
0%
▼ 7.32%
3
Sell
Aug 24, 2025
Magnite
0.23%
▼ 44.41%
1
Open
Aug 24, 2025
Super Micro Computer
1.31%
▲ 16.69%
3
Sell
Aug 16, 2025
Vistra Energy
0%
▲ 6.86%
5
Buy
Aug 16, 2025
Mastercard
0%
▲ 25.33%
6
Sell
Aug 04, 2025
Argan
5.46%
▲ 50.38%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
0.25%
▲ 3.07%
1
Open
Jul 14, 2025
Kratos Defense
0.56%
▲ 32.99%
1
Open
Jul 14, 2025
Broadcom
4.71%
▲ 118.89%
2
Buy
Jul 06, 2025
Dell Technologies
―
▼ 8.98%
4
Close
Jul 06, 2025
Progressive
―
▼ 0.49%
2
Close
Jul 06, 2025
Howmet Aerospace
3.21%
▲ 9.58%
1
Open
Jul 06, 2025
Microsoft
3.84%
▲ 168.49%
7
Sell
Dec 01, 2024
Vertiv Holdings
6.51%
▲ 78.00%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
2.31%
▲ 21.71%
1
Open
Dec 01, 2024
Apple
4.42%
▲ 316.05%
8
Sell
Nov 12, 2024
Costco
4.39%
▲ 44.46%
2
Buy
Nov 12, 2024
EMCOR Group
2.37%
▲ 11.97%
2
Buy
Nov 11, 2024