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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #22,151 out of 800,430 TipRanks' Investors
Success Rate
96 out of 169
profitable transactions
profitable transactions
Average Return
81.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 26.23%
6-Month Return▼ 1.32%
12-Month Return▲ 21.06%
YTD Return▲ 3.26%
Total Return▲ 272.34%
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%
▲ 9.99%
▼ 0.89%
▼ 0.28%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.81%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 3.99%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 2.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 12.85%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 4.22%
Apr 2025
▲ 11.20%
▲ 5.11%
▲ 15.43%
May 2025
▲ 9.99%▼ 0.89%▼ 0.28%
▲ 25.97%▲ 5.96%▲ 10.81%
▲ 5.42%▼ 2.41%▼ 3.99%
▲ 6.01%▲ 2.69%▲ 2.65%
▼ 12.86%▼ 1.27%▼ 4.05%
▼ 1.80%▼ 5.57%▼ 12.85%
▲ 1.76%▼ 0.87%▲ 4.22%
▲ 11.20%▲ 5.11%▲ 15.43%
Recent Activity
Microsoft
4.71%
▲ 156.47%
7
Sell
Dec 01, 2024
Vertiv Holdings
5.4%
▲ 27.05%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Vistra Energy
3.48%
▲ 2.77%
3
Buy
Dec 01, 2024
Astera Labs, Inc.
1.92%
▼ 20.89%
1
Open
Dec 01, 2024
Apple
4.21%
▲ 209.05%
8
Sell
Nov 12, 2024
Costco
6.41%
▲ 64.08%
2
Buy
Nov 12, 2024
Dell Technologies
3.5%
▼ 18.35%
2
Buy
Nov 11, 2024
EMCOR Group
2.42%
▼ 10.79%
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
4.34%
▲ 50.98%
2
Buy
Nov 10, 2024
Progressive
2.93%
▲ 10.24%
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
4.19%
▲ 45.33%
4
Open
Jan 29, 2024
Tesla
1.74%
▲ 52.87%
2
Sell
Jan 21, 2024