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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #27,547 out of 793,704 TipRanks' Investors
Success Rate
94 out of 169
profitable transactions
profitable transactions
Average Return
69.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 10.13%
6-Month Return▼ 6.09%
12-Month Return▲ 6.91%
YTD Return▼ 11.50%
Total Return▲ 219.18%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.20%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.81%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.05%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.05%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 10.13%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.70%
▲ 2.93%▲ 2.10%▲ 4.95%
▲ 10.00%▼ 0.89%▼ 0.20%
▲ 26.01%▲ 5.96%▲ 10.81%
▲ 5.33%▼ 2.41%▼ 4.05%
▲ 5.89%▲ 2.69%▲ 2.63%
▼ 12.86%▼ 1.27%▼ 4.05%
▲ 3.73%▼ 4.27%▼ 10.13%
Recent Activity
Microsoft
4.64%
▲ 120.94%
7
Sell
Dec 01, 2024
Vertiv Holdings
4.53%
▲ 2.36%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 2.35%
3
Close
Dec 01, 2024
Vistra Energy
3.12%
▼ 19.37%
3
Buy
Dec 01, 2024
Astera Labs, Inc.
1.49%
▼ 46.11%
1
Open
Dec 01, 2024
Apple
5.32%
▲ 241.87%
8
Sell
Nov 12, 2024
Costco
6.69%
▲ 50.23%
2
Buy
Nov 12, 2024
Dell Technologies
3.46%
▼ 29.62%
2
Buy
Nov 11, 2024
EMCOR Group
2.25%
▼ 27.11%
2
Buy
Nov 11, 2024
Southwest Airlines
―
▼ 7.10%
3
Close
Nov 10, 2024
Shopify
―
▲ 167.49%
13
Close
Nov 10, 2024
Procter & Gamble
―
▲ 12.99%
2
Close
Nov 10, 2024
Super Micro Computer
4.13%
▲ 25.86%
2
Buy
Nov 10, 2024
Progressive
3.26%
▲ 7.72%
1
Open
Nov 10, 2024
Adobe
―
▼ 17.26%
2
Close
May 05, 2024
Diamondback
―
▲ 46.16%
2
Close
Mar 24, 2024
EOG Resources
―
▲ 3.99%
2
Close
Feb 18, 2024
Targa Resources
―
▲ 16.32%
2
Close
Feb 18, 2024
Amazon
4.78%
▲ 45.40%
4
Open
Jan 29, 2024
Tesla
1.62%
▲ 24.78%
2
Sell
Jan 21, 2024