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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #44,241 out of 769,603 TipRanks' Investors
Success Rate
74%
65 out of 88
profitable transactions
Average Return
22.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.14%
6-Month Return▲ 7.47%
12-Month Return▲ 18.95%
YTD Return▲ 13.90%
Total Return▲ 35.11%

Best Trade

Opened at
Closed at-
Gain▲ 185.64%

Bio

Long term

Performance

37.30%0-37.30%
▼ 12.40%
▼ 4.03%
▼ 4.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.89%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.81%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.06%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.48%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.42%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.67%
Oct 2024
▲ 37.30%
▲ 4.73%
▲ 2.55%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.39%
▲ 11.46%▲ 5.06%▲ 2.89%
▼ 2.25%▲ 3.53%▲ 0.81%
▲ 25.72%▲ 1.21%▲ 4.06%
▼ 4.22%▲ 2.34%▼ 1.48%
▲ 7.82%▲ 2.10%▲ 2.42%
▲ 5.70%▼ 0.89%▼ 0.67%
▲ 37.30%▲ 4.73%▲ 2.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Great-West Lifeco
2.44%
▲ 49.88%
2
Sell
Nov 08, 2024
eBay
1.23%
▼ 10.17%
2
Sell
Nov 07, 2024
Boeing
0.19%
▼ 3.69%
1
Open
Oct 24, 2024
South Bow Corp
0.34%
▲ 10.09%
1
Open
Oct 09, 2024
Apple
11.6%
▲ 72.16%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.39%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.4%
▲ 13.73%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.64%
▲ 11.79%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.53%
▲ 28.85%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.36%
▲ 27.54%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.09%
▲ 5.10%
3
Buy
May 03, 2024
Bank Of Montreal
0.61%
▲ 12.56%
1
Open
Feb 27, 2024
Alibaba
0.43%
▲ 11.79%
1
Open
Feb 23, 2024
Acuity Brands
1.06%
▲ 42.23%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.73%
▲ 24.78%
2
Buy
Jan 22, 2024
Walmart
2.07%
▲ 91.01%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.47%
2
Close
Nov 29, 2023
Magna International
1.58%
▼ 4.54%
2
Buy
May 25, 2023
Bank Of Nova Scotia
2.12%
▲ 24.39%
2
Buy
Apr 27, 2023
Gear Energy
0.03%
▼ 31.68%
1
Open
Mar 24, 2023