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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #25,253 out of 817,143 TipRanks' Investors
Success Rate
105 out of 180
profitable transactions
profitable transactions
Average Return
95.55%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.47%
6-Month Return▲ 36.21%
12-Month Return▲ 44.90%
YTD Return▲ 24.37%
Total Return▲ 348.44%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 4.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.85%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.65%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 17.37%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.51%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 7.02%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.32%
Aug 2025
▲ 3.14%
▲ 0.59%
▲ 0.98%
Sep 2025
▼ 12.86%▼ 1.27%▼ 4.05%
▼ 1.80%▼ 5.57%▼ 12.85%
▲ 1.84%▼ 0.87%▲ 4.65%
▲ 12.20%▲ 6.28%▲ 17.37%
▲ 6.24%▲ 5.14%▲ 9.51%
▲ 27.87%▲ 2.30%▲ 7.02%
▲ 4.87%▲ 2.05%▼ 0.32%
▲ 3.14%▲ 0.59%▲ 0.98%
Recent Activity
Global-e Online
0%
▲ 9.50%
2
Sell
Aug 24, 2025
Palantir Technologies
0%
▼ 6.57%
3
Sell
Aug 24, 2025
Magnite
0.44%
▲ 0.08%
1
Open
Aug 24, 2025
Super Micro Computer
1.75%
▲ 45.14%
3
Sell
Aug 16, 2025
Vistra Energy
0%
▲ 19.04%
5
Buy
Aug 16, 2025
Mastercard
0%
▲ 28.01%
6
Sell
Aug 04, 2025
Argan
3.57%
▼ 8.76%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
0.3%
▲ 13.32%
1
Open
Jul 14, 2025
Kratos Defense
0.56%
▲ 23.37%
1
Open
Jul 14, 2025
Broadcom
5.15%
▲ 122.01%
2
Buy
Jul 06, 2025
Dell Technologies
―
▼ 8.98%
4
Close
Jul 06, 2025
Progressive
―
▼ 0.49%
2
Close
Jul 06, 2025
Howmet Aerospace
3.14%
▼ 0.39%
1
Open
Jul 06, 2025
Microsoft
4.37%
▲ 182.79%
7
Sell
Dec 01, 2024
Vertiv Holdings
5.34%
▲ 43.56%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
3.79%
▲ 85.48%
1
Open
Dec 01, 2024
Apple
4.17%
▲ 264.19%
8
Sell
Nov 12, 2024
Costco
5.11%
▲ 55.94%
2
Buy
Nov 12, 2024
EMCOR Group
2.72%
▲ 19.63%
2
Buy
Nov 11, 2024