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equity - New Portfolio

PerformancePortfolio Details

jose

equity
Individual Investor
Ranked #57,386 out of 788,370 TipRanks' Investors
Success Rate
66%
194 out of 294
profitable transactions
Average Return
27.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.88%
6-Month Return▲ 13.65%
12-Month Return▲ 25.37%
YTD Return▲ 2.96%
Total Return▲ 44.33%

Best Trade

AssetTenaz Energ... (TNZ)
Opened at
Closed at-
Gain▲ 610.48%

Bio

concentrated in a few sectors

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 7.02%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.20%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.37%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.99%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.75%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.67%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.27%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 7.02%
▼ 13.14%▲ 2.34%▼ 0.31%
▲ 2.93%▲ 2.10%▲ 5.20%
▲ 9.99%▼ 0.89%▼ 0.37%
▲ 26.03%▲ 5.96%▲ 4.99%
▲ 5.97%▼ 2.41%▼ 1.75%
▲ 5.25%▲ 2.69%▲ 1.67%
▼ 9.08%▲ 1.42%▲ 1.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CWB
Canadian Western Bank
―
▲ 150.79%
7
Close
Feb 04, 2025
NA
National Bank of Canada
3.3%
▼ 1.19%
1
Open
Feb 04, 2025
GATO
Gatos Silver
―
▲ 289.11%
3
Close
Jan 15, 2025
GATO
Gatos Silver
―
▲ 221.68%
2
Close
Jan 15, 2025
AG
First Majestic Silver
0.73%
▼ 1.60%
1
Open
Jan 15, 2025
AG
First Majestic Silver
1.6%
▼ 1.86%
1
Open
Jan 15, 2025
BZAM
BZAM
―
▼ 94.79%
2
Close
Sep 11, 2024
THNK
Think Research Corporation
―
▼ 22.12%
3
Close
Apr 22, 2024
HYI
Horizon HighYldBnd E
―
▲ 5.57%
3
Close
Mar 28, 2024
BIR
Birchcliff Energy
0%
▼ 17.41%
1
Open
Oct 13, 2023
FLG
Flagstar Financial
0%
▼ 52.39%
4
Sell
Aug 24, 2023
AQN
Algonquin Power & Utilities
0%
▼ 19.65%
3
Sell
Aug 24, 2023
LB
Laurentian Bank
0.44%
▼ 4.05%
5
Sell
Aug 24, 2023
EFX
Enerflex
0%
▲ 52.96%
10
Sell
Jul 18, 2023
CTS
Converge Technology Solutions Corp
0%
▲ 34.14%
5
Sell
Jul 18, 2023
BOS
Airboss of America
0.49%
▼ 27.54%
8
Buy
Jul 18, 2023
CHE.UN
Chemtrade Logistics
5.83%
▲ 30.33%
4
Buy
Jul 18, 2023
CEU
CES Energy Solutions
1.57%
▲ 221.33%
6
Sell
Jul 18, 2023
DFN
Dividend 15 Split Corp
0%
▲ 1.38%
7
Sell
Jul 18, 2023
KEL
Kelt Exploration
0%
▲ 35.56%
2
Sell
Jul 18, 2023