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New Portfolio - New Portfolio

PATRICK

New Portfolio
Individual Investor
Ranked #60,548 out of 747,498 TipRanks' Investors
Success Rate
69%
59 out of 86
profitable transactions
Average Return
15.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.50%
6-Month Return▲ 9.88%
12-Month Return▲ 14.60%
YTD Return▲ 10.13%
Total Return▲ 30.63%

Best Trade

Opened at
Closed at-
Gain▲ 157.33%

Bio

Long term

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 4.37%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.42%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.14%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.68%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.83%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 3.42%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.37%
▼ 1.87%▲ 1.59%▲ 0.42%
▲ 14.08%▲ 5.22%▲ 3.14%
▲ 5.05%▲ 3.27%▲ 3.68%
▼ 12.40%▼ 4.03%▼ 4.39%
▲ 11.46%▲ 5.06%▲ 2.86%
▼ 2.25%▲ 3.53%▲ 0.83%
▲ 29.87%▲ 0.88%▲ 3.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Western Bank
0.67%
▲ 112.59%
2
Sell
Jun 13, 2024
Vanguard S&P500 C-Hg
3.31%
▲ 4.96%
3
Buy
May 27, 2024
Invesco QQQ Index ETF
5.62%
▲ 5.24%
3
Buy
May 27, 2024
Vanguard S&P 500 ETF
4.32%
▲ 17.96%
3
Buy
May 23, 2024
Invesco QQQ Trust
2.3%
▲ 19.67%
4
Buy
May 23, 2024
Toronto Dominion Bank
3.27%
▲ 6.31%
3
Buy
May 03, 2024
Bank Of Montreal
0.58%
▼ 1.15%
1
Open
Feb 27, 2024
Alibaba
0.41%
▲ 1.22%
1
Open
Feb 23, 2024
Acuity Brands
0.85%
▲ 10.87%
2
Sell
Jan 30, 2024
Invesco S&P 500 Equal Weight Index ETF
0.68%
▲ 10.85%
2
Buy
Jan 22, 2024
Walmart
1.65%
▲ 49.00%
2
Sell
Nov 29, 2023
Gray Television
▲ 0.48%
2
Close
Nov 29, 2023
Magna International
1.59%
▼ 12.10%
2
Buy
May 25, 2023
Bank Of Nova Scotia
1.79%
▼ 0.32%
2
Buy
Apr 27, 2023
Gear Energy
0.04%
▼ 14.56%
1
Open
Mar 24, 2023
Intel
0.29%
▲ 20.69%
1
Open
Jan 27, 2023
Campbell Soup
▲ 20.43%
3
Close
Jan 20, 2023
Amazon
2.95%
▲ 50.56%
2
Buy
Jan 14, 2023
Apple
13.34%
▲ 67.61%
2
Buy
Jan 03, 2023
Simplify Nasdaq 100 PLUS Convexity ETF
▼ 7.89%
2
Close
Dec 22, 2022