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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #24,809 out of 797,085 TipRanks' Investors
Success Rate
93 out of 169
profitable transactions
profitable transactions
Average Return
69.12%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.37%
6-Month Return▼ 6.61%
12-Month Return▲ 10.71%
YTD Return▼ 9.38%
Total Return▲ 226.76%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.28%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.81%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.99%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 2.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.85%
Mar 2025
▲ 3.87%
▼ 1.56%
▲ 5.58%
Apr 2025
▲ 2.92%▲ 2.10%▲ 4.95%
▲ 10.00%▼ 0.89%▼ 0.28%
▲ 25.97%▲ 5.96%▲ 10.81%
▲ 5.39%▼ 2.41%▼ 3.99%
▲ 6.04%▲ 2.69%▲ 2.65%
▼ 12.86%▼ 1.27%▼ 4.05%
▼ 1.80%▼ 5.57%▼ 12.85%
▲ 3.87%▼ 1.56%▲ 5.58%
Recent Activity
Microsoft
4.63%
▲ 121.66%
7
Sell
Dec 01, 2024
Vertiv Holdings
5.14%
▲ 11.97%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Vistra Energy
3.3%
▼ 14.42%
3
Buy
Dec 01, 2024
Astera Labs, Inc.
1.56%
▼ 43.26%
1
Open
Dec 01, 2024
Apple
4.95%
▲ 219.62%
8
Sell
Nov 12, 2024
Costco
6.93%
▲ 56.37%
2
Buy
Nov 12, 2024
Dell Technologies
3.37%
▼ 30.78%
2
Buy
Nov 11, 2024
EMCOR Group
2.43%
▼ 21.08%
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
4.31%
▲ 32.20%
2
Buy
Nov 10, 2024
Progressive
3.13%
▲ 3.97%
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
4.47%
▲ 41.57%
4
Open
Jan 29, 2024
Tesla
1.69%
▲ 30.18%
2
Sell
Jan 21, 2024