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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #35,514 out of 793,971 TipRanks' Investors
Success Rate
73%
66 out of 91
profitable transactions
Average Return
19.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.43%
6-Month Return▲ 0.22%
12-Month Return▲ 4.37%
YTD Return▼ 0.27%
Total Return▲ 32.59%

Best Trade

Opened at
Closed at-
Gain▲ 179.97%

Bio

Long term

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.48%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.42%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.09%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.98%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.54%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 3.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.18%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 2.43%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.48%
▲ 2.93%▲ 2.10%▲ 2.42%
▲ 10.00%▼ 0.89%▼ 1.09%
▲ 26.01%▲ 5.96%▲ 3.98%
▲ 5.33%▼ 2.41%▼ 2.54%
▲ 5.89%▲ 2.69%▲ 3.43%
▼ 12.86%▼ 1.27%▼ 1.18%
▼ 1.28%▼ 6.20%▼ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0.11%
▼ 19.02%
1
Open
Feb 13, 2025
Advanced Micro Devices
0.11%
▼ 15.98%
1
Open
Jan 20, 2025
Symbotic
0.08%
▼ 24.51%
1
Open
Jan 15, 2025
Great-West Lifeco
2.77%
▲ 73.57%
2
Sell
Nov 08, 2024
eBay
1.35%
▼ 2.95%
2
Sell
Nov 07, 2024
Boeing
0.23%
▲ 10.03%
1
Open
Oct 24, 2024
South Bow Corp
0.34%
▲ 15.69%
1
Open
Oct 09, 2024
Apple
11.54%
▲ 66.54%
3
Sell
Sep 20, 2024
Canadian Western Bank
▲ 117.38%
3
Close
Aug 13, 2024
Vanguard S&P500 C-Hg
3.17%
▲ 6.70%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.21%
▲ 3.38%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.38%
▲ 21.76%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.25%
▲ 18.61%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.39%
▲ 18.39%
3
Buy
May 03, 2024
Bank Of Montreal
0.64%
▲ 17.87%
1
Open
Feb 27, 2024
Alibaba
0.7%
▲ 77.82%
1
Open
Feb 23, 2024
Acuity Brands
0.88%
▲ 14.87%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.7%
▲ 20.16%
2
Buy
Jan 22, 2024
Walmart
2.07%
▲ 86.34%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.48%
2
Close
Nov 29, 2023