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Disnat 2023-03 - New Portfolio

Daniel Lapierre

Disnat 2023-03
Individual Investor
Ranked #297,483 out of 747,498 TipRanks' Investors
Success Rate
53%
34 out of 64
profitable transactions
Average Return
4.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.97%
6-Month Return▲ 17.43%
12-Month Return▲ 16.83%
YTD Return▲ 17.70%
Total Return▲ 24.33%

Best Trade

Opened at
Closed at-
Gain▲ 235.05%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 1.82%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.32%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.30%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.16%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 0.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.10%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.40%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.90%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 1.82%
▼ 1.87%▲ 1.59%▲ 0.32%
▲ 14.08%▲ 5.22%▲ 1.30%
▲ 5.05%▲ 3.27%▲ 4.16%
▼ 12.40%▼ 4.03%▲ 0.55%
▲ 11.46%▲ 5.06%▲ 10.10%
▼ 2.25%▲ 3.53%▼ 2.40%
▲ 25.65%▲ 0.88%▲ 2.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Allied Properties Real Estate Investment Trust
▼ 19.71%
2
Close
Jul 07, 2024
Reneo Pharmaceuticals
▼ 81.69%
2
Close
Jul 07, 2024
Franklin Bissett Short Duration Bond Active ETF
0%
▲ 0.48%
1
Open
Jul 07, 2024
Horizons S&P500 Un
0%
▼ 0.52%
1
Open
Jul 07, 2024
PIMCO Monthly Income Fund (Canada)
0%
▲ 0.58%
1
Open
Jul 07, 2024
Saturn Oil & Gas
0%
▼ 2.24%
1
Open
Jul 07, 2024
iShares Cdn Growth
0%
▲ 2.93%
1
Open
Jul 07, 2024
BMO MSCI AllCntryWrl
0%
▼ 1.92%
1
Open
Jul 07, 2024
Apple
0%
▼ 1.54%
1
Open
Jul 07, 2024
Amazon
0%
▼ 8.11%
1
Open
Jul 07, 2024
iShares S&P 500 Value ETF
0%
▲ 3.11%
1
Open
Jul 07, 2024
Qifu Technology
0%
▼ 0.31%
1
Open
Jul 07, 2024
Direxion Daily S&P 500 Bull 3x Shares
0%
▼ 3.97%
1
Open
Jul 07, 2024
Pfizer
▼ 7.53%
2
Close
Jul 30, 2023
Toronto Dominion Bank
▲ 14.31%
2
Close
Jul 30, 2023
Amdocs
▼ 0.82%
2
Close
Jul 30, 2023
dentalcorp Holdings
▼ 15.11%
2
Close
Jul 30, 2023
The Hackett Group
▲ 26.44%
2
Close
Jul 30, 2023
Canadian Natural
▲ 8.54%
2
Close
Jul 30, 2023
National Bank of Canada
▲ 7.98%
2
Close
Jul 30, 2023