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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #21,311 out of 769,632 TipRanks' Investors
Success Rate
96 out of 166
profitable transactions
profitable transactions
Average Return
87.57%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.44%
6-Month Return▲ 21.39%
12-Month Return▲ 60.55%
YTD Return▲ 51.83%
Total Return▲ 278.15%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
36.08%0-36.08%
▼ 12.40%
▼ 4.03%
▼ 2.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 6.43%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 2.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.70%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.95%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.06%
Oct 2024
▲ 36.08%
▲ 4.73%
▲ 11.32%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.47%
▲ 11.46%▲ 5.06%▲ 5.86%
▼ 2.25%▲ 3.53%▲ 6.43%
▲ 25.72%▲ 1.21%▼ 2.95%
▼ 4.22%▲ 2.34%▲ 1.70%
▲ 7.82%▲ 2.10%▲ 4.95%
▲ 5.70%▼ 0.89%▼ 0.06%
▲ 36.08%▲ 4.73%▲ 11.32%
Recent Activity
Apple
4.47%
▲ 250.68%
8
Sell
Nov 12, 2024
Vertiv Holdings
5.45%
▲ 76.58%
4
Buy
Nov 12, 2024
Costco
5.63%
▲ 54.10%
2
Buy
Nov 12, 2024
Novo Nordisk
3.07%
▼ 1.53%
2
Buy
Nov 12, 2024
Dell Technologies
4.21%
▲ 4.12%
2
Buy
Nov 11, 2024
EMCOR Group
2.46%
▼ 2.98%
2
Buy
Nov 11, 2024
Vistra Energy
1.89%
▲ 11.06%
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
3.22%
▲ 20.16%
2
Buy
Nov 10, 2024
Progressive
2.59%
▲ 2.37%
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
―
▲ 16.33%
2
Close
Feb 18, 2024
Amazon
3.84%
▲ 44.09%
4
Open
Jan 29, 2024
Tesla
1.71%
▲ 61.07%
2
Sell
Jan 21, 2024
Nvidia
27.62%
▲ 3,256.78%
9
Sell
Jan 15, 2024
Microsoft
8.07%
▲ 135.41%
6
Buy
Jan 15, 2024