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New Portfolio - New Portfolio
Pat
New PortfolioIndividual Investor
Ranked #21,583 out of 823,495 TipRanks' Investors
Success Rate
111 out of 180
profitable transactions
profitable transactions
Average Return
102.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.03%
6-Month Return▲ 57.94%
12-Month Return▲ 40.67%
YTD Return▲ 34.82%
Total Return▲ 386.13%
Best Trade
Bio
This is my self managed equity portfolio, meant to be moderately aggressive. Dividend stocks and bonds in another portfolio.
Performance
17.37%0-17.37%
▼ 6.38%
▼ 5.57%
▼ 12.85%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 4.65%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 17.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.51%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.32%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.39%
Sep 2025
▲ 3.56%
▼ 0.59%
▲ 1.93%
Oct 2025
▼ 6.38%▼ 5.57%▼ 12.85%
▲ 0.80%▼ 0.87%▲ 4.65%
▲ 11.63%▲ 6.28%▲ 17.37%
▲ 9.25%▲ 5.14%▲ 9.51%
▲ 7.60%▲ 2.30%▲ 7.02%
▲ 2.76%▲ 2.05%▼ 0.32%
▲ 12.88%▲ 3.56%▲ 7.39%
▲ 3.56%▼ 0.59%▲ 1.93%
Recent Activity
Global-e Online
0%
▲ 2.95%
2
Sell
Aug 24, 2025
Palantir Technologies
0%
▲ 7.58%
3
Sell
Aug 24, 2025
Magnite
0.29%
▼ 29.10%
1
Open
Aug 24, 2025
Super Micro Computer
2.17%
▲ 92.52%
3
Sell
Aug 16, 2025
Vistra Energy
0%
▲ 30.26%
5
Buy
Aug 16, 2025
Mastercard
0%
▲ 26.95%
6
Sell
Aug 04, 2025
Argan
4.92%
▲ 34.60%
1
Open
Aug 04, 2025
Millrose Properties Inc Class A
0.26%
▲ 6.52%
1
Open
Jul 14, 2025
Kratos Defense
0.78%
▲ 83.30%
1
Open
Jul 14, 2025
Broadcom
4.79%
▲ 121.41%
2
Buy
Jul 06, 2025
Dell Technologies
―
▼ 8.98%
4
Close
Jul 06, 2025
Progressive
―
▼ 0.49%
2
Close
Jul 06, 2025
Howmet Aerospace
3.16%
▲ 7.16%
1
Open
Jul 06, 2025
Microsoft
4.2%
▲ 191.52%
7
Sell
Dec 01, 2024
Vertiv Holdings
7.17%
▲ 91.86%
5
Buy
Dec 01, 2024
Novo Nordisk
―
▲ 1.85%
3
Close
Dec 01, 2024
Astera Labs, Inc.
2.64%
▲ 38.66%
1
Open
Dec 01, 2024
Apple
4.06%
▲ 279.33%
8
Sell
Nov 12, 2024
Costco
4.65%
▲ 51.88%
2
Buy
Nov 12, 2024
EMCOR Group
2.76%
▲ 29.74%
2
Buy
Nov 11, 2024