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El retiro - New Portfolio

EDDY

El retiro
Individual Investor
Ranked #9,271 out of 781,084 TipRanks' Investors
Success Rate
91%
193 out of 213
profitable transactions
Average Return
16.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.02%
6-Month Return▲ 11.97%
12-Month Return▲ 23.51%
YTD Return▲ 2.14%
Total Return▲ 40.15%

Best Trade

Opened at
Closed at-
Gain▲ 201.61%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.83%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.68%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.67%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.07%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.34%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.33%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 2.14%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.83%
▲ 8.13%▲ 1.21%▲ 1.68%
▼ 13.14%▲ 2.34%▲ 2.43%
▲ 2.93%▲ 2.10%▲ 2.67%
▲ 10.00%▼ 0.89%▲ 0.07%
▲ 26.04%▲ 5.96%▲ 5.34%
▲ 5.93%▼ 2.41%▼ 1.33%
▲ 7.55%▲ 1.96%▲ 2.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P500 Indx
7.59%
▲ 13.79%
44
Buy
Jan 16, 2025
iShares S&P/TSX 60 Index ETF
1.91%
▲ 10.41%
20
Buy
Jan 16, 2025
iShr CorMSCIEAFE IMI
0.55%
▲ 1.26%
11
Buy
Jan 16, 2025
Costco
5.69%
▲ 19.45%
11
Buy
Jan 14, 2025
SPDR Dow Jones Industrial Average ETF Trust
2.44%
▲ 14.05%
3
Buy
Jan 10, 2025
Royal Bank Of Canada
0.78%
▲ 20.56%
4
Buy
Jan 10, 2025
iShares NASDAQ 100 Index ETF (CAD-Hedged)
2.11%
▲ 11.92%
4
Buy
Jan 08, 2025
Microsoft
6.1%
▲ 13.35%
5
Buy
Dec 31, 2024
Vanguard Growth ETF Portfolio
▲ 25.47%
2
Close
Dec 31, 2024
iShares Core Equity ETF Portfolio Trust Units
▲ 11.23%
12
Close
Dec 31, 2024
BMO Money Market Fund Trust Units Series -ETF-
▲ 2.33%
5
Close
Dec 31, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
3.76%
▲ 2.04%
1
Open
Dec 31, 2024
Suncor Energy
1.36%
▲ 14.46%
8
Buy
Dec 27, 2024
Merck & Company
1.9%
▼ 6.00%
10
Buy
Dec 19, 2024
AbbVie
3.18%
▲ 7.30%
4
Buy
Dec 06, 2024
Coca-Cola
1.08%
▲ 9.44%
7
Buy
Dec 05, 2024
AT&T
▲ 47.48%
4
Close
Sep 03, 2024
Amazon
5.06%
▲ 36.86%
7
Buy
Aug 29, 2024
Enbridge
▲ 10.63%
2
Close
Aug 07, 2024
Bank Of Montreal
1.84%
▲ 25.78%
10
Buy
Jul 30, 2024