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El retiro - New Portfolio

EDDY

El retiro
Individual Investor
Ranked #17,963 out of 775,923 TipRanks' Investors
Success Rate
83%
148 out of 178
profitable transactions
Average Return
17.30%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.52%
6-Month Return▲ 11.66%
12-Month Return▲ 26.78%
YTD Return▲ 25.78%
Total Return▲ 37.48%

Best Trade

Opened at
Closed at-
Gain▲ 195.02%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.84%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.83%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 1.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.67%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.02%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 5.45%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.14%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.84%
▼ 2.25%▲ 3.53%▲ 1.83%
▲ 25.71%▲ 1.21%▲ 1.68%
▼ 4.22%▲ 2.34%▲ 2.43%
▲ 7.82%▲ 2.10%▲ 2.67%
▲ 5.38%▼ 0.89%▼ 0.02%
▲ 43.22%▲ 5.96%▲ 5.45%
▲ 3.34%▼ 1.56%▼ 1.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares S&P/TSX 60 Index ETF
1.44%
▲ 14.19%
13
Buy
Dec 20, 2024
iShr CorMSCIEAFE IMI
0.11%
▼ 2.24%
4
Buy
Dec 20, 2024
Vanguard S&P500 Indx
4.97%
▲ 14.81%
35
Buy
Dec 19, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
2.12%
▲ 14.88%
3
Buy
Dec 19, 2024
Merck & Company
2%
▼ 5.87%
10
Buy
Dec 19, 2024
Suncor Energy
1.1%
▲ 1.55%
6
Buy
Dec 16, 2024
AbbVie
3.42%
▲ 8.79%
4
Buy
Dec 06, 2024
Coca-Cola
1.13%
▲ 9.16%
7
Buy
Dec 05, 2024
iShares Core Equity ETF Portfolio Trust Units
0.38%
▲ 11.42%
11
Buy
Dec 05, 2024
Microsoft
6.33%
▲ 18.29%
4
Buy
Oct 31, 2024
BMO Money Market Fund Trust Units Series -ETF-
3.95%
▲ 2.12%
4
Buy
Sep 27, 2024
AT&T
▲ 47.49%
4
Close
Sep 03, 2024
Amazon
5.3%
▲ 36.24%
7
Buy
Aug 29, 2024
Enbridge
▲ 10.63%
2
Close
Aug 07, 2024
Costco
4.76%
▲ 27.43%
8
Buy
Aug 05, 2024
Bank Of Montreal
1.89%
▲ 21.85%
10
Buy
Jul 30, 2024
Visa
3.6%
▲ 30.53%
2
Buy
Jul 24, 2024
Mastercard
3.59%
▲ 27.06%
4
Buy
Jun 29, 2024
Starbucks
1.6%
▲ 2.53%
9
Buy
May 29, 2024
SPDR Dow Jones Industrial Average ETF Trust
2.33%
▲ 17.47%
2
Buy
May 24, 2024