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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #29,060 out of 852,708 TipRanks' Investors
Success Rate
109 out of 185
profitable transactions
profitable transactions
Average Return
97.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.86%
6-Month Return▲ 7.85%
12-Month Return▲ 26.31%
YTD Return▲ 0.36%
Total Return▲ 381.43%
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%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 3.02%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.99%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.55%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 2.13%
Feb 2026
▲ 7.60%▲ 2.30%▲ 7.02%
▲ 2.76%▲ 2.05%▼ 0.32%
▲ 12.88%▲ 3.56%▲ 7.39%
▲ 10.96%▲ 2.38%▲ 5.83%
▼ 3.58%▲ 0.19%▼ 3.02%
▼ 0.10%▲ 0.08%▼ 1.99%
▲ 4.06%▲ 1.47%▲ 2.55%
▼ 5.01%▼ 2.07%▼ 2.13%
Recent Activity
Marriott International
2.28%
▲ 108.44%
4
Sell
Jan 10, 2026
Mastercard
―
▲ 26.91%
7
Close
Jan 10, 2026
Eli Lilly & Co
8.28%
▼ 4.92%
3
Open
Jan 10, 2026
Carpenter Technology
7.31%
▲ 215.35%
2
Buy
Jan 10, 2026
Vistra Corp
―
▲ 9.54%
6
Close
Jan 10, 2026
Astera Labs, Inc.
3%
▲ 2.67%
2
Buy
Jan 10, 2026
Global-e Online
―
▲ 23.30%
3
Close
Jan 10, 2026
Millrose Properties Inc Class A
―
▲ 6.43%
2
Close
Jan 10, 2026
Kratos Defense
2.98%
▲ 18.15%
2
Buy
Jan 10, 2026
Palantir Technologies
―
▲ 7.38%
4
Close
Jan 10, 2026
Magnite
―
▼ 35.57%
2
Close
Jan 10, 2026
Celestica
5.67%
▼ 6.29%
1
Open
Jan 10, 2026
Costco
―
▲ 42.39%
3
Close
Nov 24, 2025
Super Micro Computer
1.08%
▲ 11.83%
3
Sell
Aug 16, 2025
Argan
4.84%
▲ 55.34%
1
Open
Aug 04, 2025
Broadcom
3.69%
▲ 100.16%
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%
▲ 16.44%
1
Open
Jul 06, 2025
Microsoft
2.75%
▲ 123.88%
7
Sell
Dec 01, 2024