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Patrick - New Portfolio

Patrick Edwards

Patrick
Individual Investor
Ranked #259,935 out of 797,087 TipRanks' Investors
Success Rate
56%
253 out of 453
profitable transactions
Average Return
2.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.70%
6-Month Return▼ 2.32%
12-Month Return▲ 3.66%
YTD Return▼ 2.20%
Total Return▲ 24.49%

Best Trade

Opened at
Closed at
Gain▲ 54.43%

Bio

Retirement

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 3.93%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.58%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.82%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.83%
Dec 2024
▲ 6.04%
▲ 2.69%
▼ 0.71%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.40%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 1.71%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.93%
▲ 10.00%▼ 0.89%▼ 0.58%
▲ 25.97%▲ 5.96%▲ 4.82%
▲ 5.39%▼ 2.41%▼ 1.83%
▲ 6.04%▲ 2.69%▼ 0.71%
▼ 12.86%▼ 1.27%▼ 0.18%
▼ 1.80%▼ 5.57%▲ 0.40%
▲ 1.97%▼ 2.27%▼ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
4.93%
▲ 1.39%
15
Buy
Apr 17, 2025
Manulife Smart Corporate Bond ETF Common Units
▼ 1.02%
2
Close
Apr 17, 2025
Manulife Smart Core Bond ETF Common Units
▼ 1.08%
2
Close
Apr 17, 2025
Brompton North American Financials Dividend ETF
6.32%
▼ 2.50%
3
Buy
Apr 17, 2025
Sun Life Financial
6.6%
▲ 2.82%
8
Sell
Apr 17, 2025
Harvest Premium Yield Treasury ETF Trust Unit A
4.42%
▲ 0.26%
4
Buy
Apr 17, 2025
Harvest Diversified Monthly Income ETF Trust Units A
6.3%
▲ 0.92%
3
Buy
Apr 17, 2025
Reconnaissance Energy Africa
0.29%
▲ 1.01%
9
Buy
Apr 08, 2025
BTB REIT
1.29%
▲ 15.73%
19
Buy
Apr 07, 2025
Canadian Natural
3.3%
▲ 8.73%
43
Buy
Apr 06, 2025
Maple Leaf Foods
1.49%
▼ 0.51%
2
Buy
Apr 04, 2025
Aecon Group Inc.
0.54%
▼ 11.49%
2
Buy
Apr 04, 2025
Royal Bank Of Canada
▲ 8.06%
8
Close
Apr 02, 2025
Canadian National Railway
▼ 2.30%
4
Close
Apr 02, 2025
Suncor Energy
1%
▼ 3.11%
10
Sell
Apr 01, 2025
Great-West Lifeco
2.13%
▲ 28.30%
14
Buy
Apr 01, 2025
PIMCO Monthly Income Fund (Canada)
7.18%
▼ 0.01%
5
Buy
Apr 01, 2025
iShares Core Equity ETF Portfolio Trust Units
6.56%
▼ 4.17%
4
Buy
Apr 01, 2025
Manulife Financial
8.5%
▲ 0.49%
18
Buy
Mar 20, 2025
Fortis
4.06%
▲ 7.30%
6
Sell
Mar 20, 2025