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El retiro - New Portfolio

EDDY

El retiro
Individual Investor
Ranked #5,380 out of 769,002 TipRanks' Investors
Success Rate
94%
150 out of 160
profitable transactions
Average Return
18.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.41%
6-Month Return▲ 11.09%
12-Month Return▲ 30.42%
YTD Return▲ 23.59%
Total Return▲ 35.09%

Best Trade

Opened at
Closed at-
Gain▲ 219.51%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.84%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.83%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.68%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.67%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.02%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.43%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.52%
▲ 11.46%▲ 5.06%▲ 3.84%
▼ 2.25%▲ 3.53%▲ 1.83%
▲ 25.72%▲ 1.21%▲ 1.68%
▼ 4.22%▲ 2.34%▲ 2.43%
▲ 7.82%▲ 2.10%▲ 2.67%
▲ 5.70%▼ 0.89%▼ 0.02%
▲ 23.63%▲ 3.84%▲ 2.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P500 Indx
4.43%
▲ 12.94%
31
Buy
Nov 16, 2024
Merck & Company
1.61%
▼ 8.13%
8
Buy
Nov 05, 2024
Microsoft
6.09%
▲ 12.35%
4
Buy
Oct 31, 2024
iShares Core Equity ETF Portfolio Trust Units
0.39%
▲ 11.16%
10
Buy
Oct 16, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.12%
▲ 1.80%
4
Buy
Sep 27, 2024
AT&T
▲ 47.49%
4
Close
Sep 03, 2024
Amazon
4.75%
▲ 22.89%
7
Buy
Aug 29, 2024
iShares S&P/TSX 60 Index ETF
1.4%
▲ 18.84%
10
Buy
Aug 29, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
2.1%
▲ 18.29%
2
Buy
Aug 27, 2024
Enbridge
▲ 10.63%
2
Close
Aug 07, 2024
Costco
4.84%
▲ 23.96%
8
Buy
Aug 05, 2024
Suncor Energy
1.14%
▲ 19.22%
4
Buy
Aug 01, 2024
Bank Of Montreal
1.87%
▲ 15.39%
10
Buy
Jul 30, 2024
Visa
3.57%
▲ 26.29%
2
Buy
Jul 24, 2024
Mastercard
3.56%
▲ 23.33%
4
Buy
Jun 29, 2024
Starbucks
1.84%
▲ 14.52%
9
Buy
May 29, 2024
SPDR Dow Jones Industrial Average ETF Trust
2.43%
▲ 18.71%
2
Buy
May 24, 2024
Royal Bank Of Canada
0.58%
▲ 23.87%
3
Buy
May 22, 2024
Enbridge
▲ 9.94%
4
Close
May 17, 2024
iShares Equal Weight Banc & Lifeco ETF Trust Units
▲ 9.62%
2
Close
May 07, 2024