Patrick - New Portfolio

Patrick Edwards

Patrick
Individual Investor
Ranked #215,857 out of 748,394 TipRanks' Investors
Success Rate
58%
206 out of 356
profitable transactions
Average Return
2.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.11%
6-Month Return▲ 3.10%
12-Month Return▲ 5.67%
YTD Return▲ 4.39%
Total Return▲ 17.19%

Best Trade

Opened at
Closed at
Gain▲ 54.43%

Bio

Retirement

Performance

21.71%0-21.71%
▲ 5.14%
▲ 4.57%
▲ 0.60%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.52%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.31%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.08%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.75%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.89%
Jun 2024
▲ 21.71%
▲ 1.76%
▼ 0.25%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 0.60%
▼ 1.87%▲ 1.59%▲ 0.52%
▲ 14.08%▲ 5.22%▲ 2.18%
▲ 5.05%▲ 3.27%▲ 5.31%
▼ 12.40%▼ 4.03%▼ 2.08%
▲ 11.46%▲ 5.06%▲ 1.75%
▼ 2.25%▲ 3.53%▼ 2.89%
▲ 21.71%▲ 1.76%▼ 0.25%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Superior Plus
▼ 10.27%
28
Close
Jul 18, 2024
Whitecap Resources
13.44%
▼ 5.14%
5
Open
Jul 18, 2024
Freehold Royalties
▲ 5.75%
28
Close
Jul 17, 2024
BTB REIT
13.35%
▲ 8.26%
14
Buy
Jul 17, 2024
BMO Canadian High Dividend Covered Call ETF
▲ 3.67%
8
Close
Jul 17, 2024
Brompton Global Healthcare Income & Growth ETF
▲ 1.62%
8
Close
Jul 17, 2024
Peyto Exploration & Dev
11.55%
▲ 10.34%
12
Buy
Jul 16, 2024
Surge Energy
9.03%
▼ 1.40%
4
Buy
Jul 16, 2024
Bank Of Nova Scotia
15.53%
▲ 2.14%
12
Sell
Jul 09, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
24.51%
▲ 4.27%
6
Buy
Jul 09, 2024
Canadian Natural
12.28%
▲ 9.52%
37
Open
Jun 17, 2024
Enbridge
▼ 1.53%
13
Close
Jun 17, 2024
iShares Canadian Select Dividend Index ETF
▼ 0.76%
8
Close
Apr 19, 2024
Pine Cliff Energy
▼ 11.25%
13
Close
Apr 03, 2024
RBC Canadian Bank Yield Index ETF
▲ 3.57%
3
Close
Mar 07, 2024
BMO Low Volatility Canadian Equity ETF
▲ 0.80%
2
Close
Feb 28, 2024
Pizza Pizza Royalty
▼ 0.56%
6
Close
Feb 16, 2024
Diversified Royalty Corp
▼ 0.01%
27
Close
Feb 06, 2024
Great-West Lifeco
▲ 34.30%
12
Close
Jan 30, 2024
Exchange Income
▲ 2.64%
15
Close
Jan 29, 2024