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equity - New Portfolio
jose
equityIndividual Investor
Ranked #44,951 out of 793,835 TipRanks' Investors
Success Rate
192 out of 294
profitable transactions
profitable transactions
Average Return
26.24%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.77%
6-Month Return▲ 6.16%
12-Month Return▲ 17.34%
YTD Return▲ 3.05%
Total Return▲ 44.26%
Best Trade
Bio
concentrated in a few sectors
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.37%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 1.90%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 1.75%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.51%
Feb 2025
▲ 3.73%
▼ 4.27%
▲ 0.77%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.31%
▲ 2.93%▲ 2.10%▲ 5.20%
▲ 10.00%▼ 0.89%▼ 0.37%
▲ 26.01%▲ 5.96%▲ 5.00%
▲ 5.33%▼ 2.41%▼ 1.90%
▲ 5.89%▲ 2.69%▲ 1.75%
▼ 12.86%▼ 1.27%▲ 0.51%
▲ 3.73%▼ 4.27%▲ 0.77%
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
3.15%
▼ 5.33%
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
0.9%
▲ 20.01%
1
Open
Jan 15, 2025
First Majestic Silver
1.94%
▲ 19.99%
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%
▼ 5.46%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 54.69%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 15.32%
3
Sell
Aug 24, 2023
Laurentian Bank
0.43%
▼ 4.68%
5
Sell
Aug 24, 2023
Enerflex
0%
▲ 32.38%
10
Sell
Jul 18, 2023
Converge Technology Solutions Corp
0%
▲ 34.88%
5
Sell
Jul 18, 2023
Airboss of America
0.48%
▼ 28.47%
8
Buy
Jul 18, 2023
Chemtrade Logistics
5.66%
▲ 27.79%
4
Buy
Jul 18, 2023
CES Energy Solutions
1.41%
▲ 189.16%
6
Sell
Jul 18, 2023
Dividend 15 Split Corp
0%
▲ 0.48%
7
Sell
Jul 18, 2023