Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #18,659 out of 769,291 TipRanks' Investors
Success Rate
98 out of 166
profitable transactions
profitable transactions
Average Return
89.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.47%
6-Month Return▲ 22.23%
12-Month Return▲ 59.15%
YTD Return▲ 50.71%
Total Return▲ 275.36%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 2.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.43%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.95%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.06%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 10.50%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.47%
▲ 11.46%▲ 5.06%▲ 5.86%
▼ 2.25%▲ 3.53%▲ 6.43%
▲ 25.72%▲ 1.21%▼ 2.95%
▼ 4.22%▲ 2.34%▲ 1.70%
▲ 7.82%▲ 2.10%▲ 4.95%
▲ 5.70%▼ 0.89%▼ 0.06%
▲ 37.60%▲ 4.40%▲ 10.50%
Recent Activity
Apple
4.47%
▲ 248.62%
8
Sell
Nov 12, 2024
Vertiv Holdings
5.45%
▲ 77.84%
4
Buy
Nov 12, 2024
Costco
5.63%
▲ 52.76%
2
Buy
Nov 12, 2024
Novo Nordisk
3.07%
▼ 3.81%
2
Buy
Nov 12, 2024
Dell Technologies
4.21%
▲ 0.30%
2
Buy
Nov 11, 2024
EMCOR Group
2.46%
▲ 1.25%
2
Buy
Nov 11, 2024
Vistra Energy
1.89%
▲ 14.27%
2
Buy
Nov 11, 2024
Southwest Airlines
―
▼ 7.10%
3
Close
Nov 10, 2024
Shopify
―
▲ 167.49%
13
Close
Nov 10, 2024
Procter & Gamble
―
▲ 12.99%
2
Close
Nov 10, 2024
Super Micro Computer
3.22%
▲ 7.66%
2
Buy
Nov 10, 2024
Progressive
2.59%
▲ 1.37%
1
Open
Nov 10, 2024
Adobe
―
▼ 17.26%
2
Close
May 05, 2024
Diamondback
―
▲ 46.16%
2
Close
Mar 24, 2024
EOG Resources
―
▲ 3.99%
2
Close
Feb 18, 2024
Targa Resources
―
▲ 16.33%
2
Close
Feb 18, 2024
Amazon
3.84%
▲ 44.48%
4
Open
Jan 29, 2024
Tesla
1.71%
▲ 55.16%
2
Sell
Jan 21, 2024
Nvidia
27.62%
▲ 3,368.40%
9
Sell
Jan 15, 2024
Microsoft
8.07%
▲ 133.08%
6
Buy
Jan 15, 2024