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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #25,886 out of 836,058 TipRanks' Investors
Success Rate
107 out of 180
profitable transactions
profitable transactions
Average Return
105.50%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.29%
6-Month Return▲ 14.69%
12-Month Return▲ 29.47%
YTD Return▲ 0.98%
Total Return▲ 385.45%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 2.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.99%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 0.98%
Jan 2026
▲ 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%
▼ 3.57%▲ 0.19%▼ 2.81%
▼ 0.10%▲ 0.08%▼ 1.99%
▲ 1.08%▲ 1.11%▲ 0.98%
Recent Activity
Costco
―
▲ 42.39%
3
Close
Nov 24, 2025
Global-e Online
―
▲ 22.10%
2
Sell
Aug 24, 2025
Palantir Technologies
―
▲ 5.85%
3
Sell
Aug 24, 2025
Magnite
―
▼ 34.47%
1
Open
Aug 24, 2025
Super Micro Computer
1.03%
▲ 8.38%
3
Sell
Aug 16, 2025
Vistra Energy
―
▼ 4.41%
5
Buy
Aug 16, 2025
Mastercard
―
▲ 27.67%
6
Sell
Aug 04, 2025
Argan
4.31%
▲ 40.80%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
―
▲ 1.26%
1
Open
Jul 14, 2025
Kratos Defense
3.57%
▲ 100.12%
1
Open
Jul 14, 2025
Broadcom
3.88%
▲ 114.33%
2
Buy
Jul 06, 2025
Dell Technologies
―
▼ 8.98%
4
Close
Jul 06, 2025
Progressive
―
▼ 0.49%
2
Close
Jul 06, 2025
Howmet Aerospace
2.88%
▲ 16.66%
1
Open
Jul 06, 2025
Microsoft
3.28%
▲ 171.90%
7
Sell
Dec 01, 2024
Vertiv Holdings
5.51%
▲ 78.91%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
3.23%
▲ 34.52%
1
Open
Dec 01, 2024
Apple
3.55%
▲ 296.97%
8
Sell
Nov 12, 2024
EMCOR Group
2.15%
▲ 20.96%
2
Buy
Nov 11, 2024