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Disnat 2023-03 - New Portfolio

PerformancePortfolio Details

Daniel Lapierre

Disnat 2023-03
Individual Investor
Ranked #250,200 out of 767,938 TipRanks' Investors
Success Rate
60%
39 out of 65
profitable transactions
Average Return
4.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.84%
6-Month Return▼ 1.89%
12-Month Return▲ 14.12%
YTD Return▲ 9.10%
Total Return▲ 15.41%

Best Trade

AssetProShares U... (TQQQ)
Opened at
Closed at-
Gain▲ 251.32%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 0.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.11%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.40%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.75%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.02%
Sep 2024
▲ 5.84%
▼ 0.89%
▼ 2.19%
Oct 2024
▲ 11.50%
▲ 4.35%
▼ 3.78%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 0.53%
▲ 11.46%▲ 5.06%▲ 10.11%
▼ 2.25%▲ 3.53%▼ 2.40%
▲ 25.72%▲ 1.21%▲ 3.75%
▼ 4.22%▲ 2.34%▼ 5.18%
▲ 7.82%▲ 2.10%▲ 3.02%
▲ 5.84%▼ 0.89%▼ 2.19%
▲ 11.50%▲ 4.35%▼ 3.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HXS
Horizons S&P500 Un
0%
▲ 2.30%
3
Open
Oct 27, 2024
TOU
Tourmaline Oil
―
▲ 12.78%
2
Close
Oct 06, 2024
CASH
Horizons High Interest Savings ETF Trust Units A
―
▲ 7.91%
2
Close
Oct 06, 2024
XEC
iShr Core EmrgMktIMI
―
▲ 28.79%
2
Close
Oct 06, 2024
ZLB
BMO Low Volatility Canadian Equity ETF
―
▲ 20.26%
2
Close
Oct 06, 2024
HSAV
Horizons Cash Maximizer ETF
―
▲ 7.67%
2
Close
Oct 06, 2024
SIS
Savaria
―
▲ 37.34%
2
Close
Oct 06, 2024
ATD
Alimentation Couche-Tard Inc
―
▲ 14.82%
2
Close
Oct 06, 2024
GIB.A
CGI Group
―
▲ 15.28%
2
Close
Oct 06, 2024
SQQQ
ProShares UltraPro Short QQQ
―
▼ 33.95%
6
Close
Sep 01, 2024
AP.UN
Allied Properties Real Estate Investment Trust
―
▼ 18.93%
2
Close
Jul 07, 2024
OKUR
OnKure Therapeutics
―
▼ 81.69%
2
Close
Jul 07, 2024
FLSD
Franklin Bissett Short Duration Bond Active ETF
0%
▲ 3.31%
1
Open
Jul 07, 2024
PMIF
PIMCO Monthly Income Fund (Canada)
0%
▲ 2.35%
1
Open
Jul 07, 2024
SOIL
Saturn Oil & Gas
0%
▼ 20.52%
1
Open
Jul 07, 2024
XCG
iShares Cdn Growth
0%
▲ 13.50%
1
Open
Jul 07, 2024
ZGQ
BMO MSCI AllCntryWrl
0%
▲ 1.58%
1
Open
Jul 07, 2024
AAPL
Apple
0%
▼ 1.01%
1
Open
Jul 07, 2024
AMZN
Amazon
0%
▲ 1.67%
1
Open
Jul 07, 2024
IVE
iShares S&P 500 Value ETF
0%
▲ 10.48%
1
Open
Jul 07, 2024