Education
About Us
Working with TipRanks
Follow Us
New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #22,123 out of 824,797 TipRanks' Investors
Success Rate
110 out of 180
profitable transactions
profitable transactions
Average Return
102.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.76%
6-Month Return▲ 49.52%
12-Month Return▲ 38.12%
YTD Return▲ 33.26%
Total Return▲ 380.51%
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%
▼ 6.38%
▼ 5.57%
▼ 12.85%
Mar 2025
▲ 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
▲ 5.61%
▲ 0.24%
▲ 0.75%
Oct 2025
▼ 6.38%▼ 5.57%▼ 12.85%
▲ 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%
▲ 5.61%▲ 0.24%▲ 0.75%
Recent Activity
Global-e Online
0%
▲ 2.77%
2
Sell
Aug 24, 2025
Palantir Technologies
0%
▲ 5.03%
3
Sell
Aug 24, 2025
Magnite
0.31%
▼ 25.23%
1
Open
Aug 24, 2025
Super Micro Computer
2.16%
▲ 90.31%
3
Sell
Aug 16, 2025
Vistra Energy
0%
▲ 17.78%
5
Buy
Aug 16, 2025
Mastercard
0%
▲ 27.16%
6
Sell
Aug 04, 2025
Argan
4.4%
▲ 19.79%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
0.27%
▲ 11.66%
1
Open
Jul 14, 2025
Kratos Defense
0.69%
▲ 62.15%
1
Open
Jul 14, 2025
Broadcom
4.75%
▲ 118.95%
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%
▲ 6.16%
1
Open
Jul 06, 2025
Microsoft
4.28%
▲ 195.48%
7
Sell
Dec 01, 2024
Vertiv Holdings
7.05%
▲ 88.64%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
2.55%
▲ 32.91%
1
Open
Dec 01, 2024
Apple
4.25%
▲ 295.68%
8
Sell
Nov 12, 2024
Costco
4.66%
▲ 51.58%
2
Buy
Nov 12, 2024
EMCOR Group
2.72%
▲ 27.63%
2
Buy
Nov 11, 2024