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equity - New Portfolio
jose
equityIndividual Investor
Ranked #48,927 out of 797,094 TipRanks' Investors
Success Rate
190 out of 294
profitable transactions
profitable transactions
Average Return
24.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.51%
6-Month Return▲ 1.82%
12-Month Return▲ 14.70%
YTD Return▲ 0.45%
Total Return▲ 40.72%
Best Trade
Bio
concentrated in a few sectors
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 5.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.32%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.89%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 1.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.05%
Mar 2025
▲ 3.42%
▼ 1.56%
▼ 2.78%
Apr 2025
▲ 2.92%▲ 2.10%▲ 5.20%
▲ 10.00%▼ 0.89%▼ 0.32%
▲ 25.97%▲ 5.96%▲ 5.00%
▲ 5.39%▼ 2.41%▼ 1.89%
▲ 6.04%▲ 2.69%▲ 1.73%
▼ 12.86%▼ 1.27%▲ 0.50%
▼ 1.80%▼ 5.57%▲ 1.05%
▲ 3.42%▼ 1.56%▼ 2.78%
Recent Activity
Quisitive Technology Solutions
―
▼ 13.17%
3
Close
Mar 12, 2025
Canadian Western Bank
―
▲ 150.79%
7
Close
Feb 04, 2025
National Bank of Canada
3.21%
▼ 4.81%
1
Open
Feb 04, 2025
Gatos Silver
―
▲ 289.11%
3
Close
Jan 15, 2025
Gatos Silver
―
▲ 221.68%
2
Close
Jan 15, 2025
First Majestic Silver
0.81%
▲ 9.89%
1
Open
Jan 15, 2025
First Majestic Silver
1.77%
▲ 6.82%
1
Open
Jan 15, 2025
BZAM
―
▼ 94.79%
2
Close
Sep 11, 2024
Think Research Corporation
―
▼ 22.12%
3
Close
Apr 22, 2024
Horizon HighYldBnd E
―
▲ 5.57%
3
Close
Mar 28, 2024
Birchcliff Energy
0%
▼ 14.27%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 54.18%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 15.51%
3
Sell
Aug 24, 2023
Laurentian Bank
0.44%
▼ 4.30%
5
Sell
Aug 24, 2023
Enerflex
0%
▲ 11.29%
10
Sell
Jul 18, 2023
Converge Technology Solutions Corp
0%
▲ 47.97%
5
Sell
Jul 18, 2023
Airboss of America
0.46%
▼ 30.40%
8
Buy
Jul 18, 2023
Chemtrade Logistics
5.71%
▲ 26.56%
4
Buy
Jul 18, 2023
CES Energy Solutions
1.18%
▲ 138.41%
6
Sell
Jul 18, 2023
Dividend 15 Split Corp
0%
▲ 1.22%
7
Sell
Jul 18, 2023