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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #21,707 out of 821,028 TipRanks' Investors
Success Rate
110 out of 180
profitable transactions
profitable transactions
Average Return
105.68%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.61%
6-Month Return▲ 65.68%
12-Month Return▲ 44.55%
YTD Return▲ 34.24%
Total Return▲ 384.06%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 12.85%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 4.65%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 17.37%
May 2025
▲ 2.59%
▲ 5.14%
▲ 9.51%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 7.02%
Jul 2025
▼ 1.95%
▲ 2.05%
▼ 0.32%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 7.39%
Sep 2025
▲ 1.44%
▲ 0.34%
▲ 1.50%
Oct 2025
▼ 15.60%▼ 5.57%▼ 12.85%
▼ 3.50%▼ 0.87%▲ 4.65%
▲ 7.77%▲ 6.28%▲ 17.37%
▲ 2.59%▲ 5.14%▲ 9.51%
▲ 22.60%▲ 2.30%▲ 7.02%
▼ 1.95%▲ 2.05%▼ 0.32%
▲ 6.01%▲ 3.56%▲ 7.39%
▲ 1.44%▲ 0.34%▲ 1.50%
Recent Activity
Global-e Online
0%
▲ 5.06%
2
Sell
Aug 24, 2025
Palantir Technologies
0%
▲ 10.70%
3
Sell
Aug 24, 2025
Magnite
0.33%
▼ 19.50%
1
Open
Aug 24, 2025
Super Micro Computer
2.13%
▲ 89.91%
3
Sell
Aug 16, 2025
Vistra Energy
0%
▲ 27.72%
5
Buy
Aug 16, 2025
Mastercard
0%
▲ 27.25%
6
Sell
Aug 04, 2025
Argan
4.55%
▲ 25.16%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
0.27%
▲ 11.01%
1
Open
Jul 14, 2025
Kratos Defense
0.76%
▲ 78.80%
1
Open
Jul 14, 2025
Broadcom
4.62%
▲ 114.50%
2
Buy
Jul 06, 2025
Dell Technologies
―
▼ 8.98%
4
Close
Jul 06, 2025
Progressive
―
▼ 0.49%
2
Close
Jul 06, 2025
Howmet Aerospace
3.17%
▲ 8.17%
1
Open
Jul 06, 2025
Microsoft
4.23%
▲ 195.00%
7
Sell
Dec 01, 2024
Vertiv Holdings
6.58%
▲ 79.59%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
3.17%
▲ 66.94%
1
Open
Dec 01, 2024
Apple
4.16%
▲ 291.09%
8
Sell
Nov 12, 2024
Costco
4.48%
▲ 47.20%
2
Buy
Nov 12, 2024
EMCOR Group
2.67%
▲ 26.04%
2
Buy
Nov 11, 2024