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TFSA - New Portfolio

TFSA
Individual Investor
Ranked #68,381 out of 743,457 TipRanks' Investors
Success Rate
72%
52 out of 72
profitable transactions
Average Return
7.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.53%
6-Month Return▲ 16.08%
12-Month Return-
YTD Return▲ 15.50%
Total Return▲ 22.34%

Best Trade

Opened at
Closed at-
Gain▲ 55.47%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.93%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.16%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.55%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.81%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.93%
▼ 1.87%▲ 1.59%▼ 0.16%
▲ 14.08%▲ 5.22%▲ 7.55%
▲ 5.05%▲ 3.27%▲ 1.32%
▼ 12.40%▼ 4.03%▼ 3.34%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▲ 5.81%
▲ 0.26%▲ 0.21%▲ 0.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ASML Holding
2.6%
0.00%
1
Open
Jul 02, 2024
Visa
5.32%
▼ 2.22%
3
Buy
Jul 01, 2024
Micron
2.63%
▼ 0.54%
1
Open
Jun 27, 2024
Nvidia
2.74%
▲ 21.27%
5
Open
Jun 24, 2024
Apple
▲ 15.54%
4
Close
Jun 18, 2024
McKesson
▲ 37.51%
2
Close
Jun 18, 2024
Amazon
9.91%
▲ 7.30%
3
Buy
Jun 18, 2024
Eli Lilly & Co
▲ 17.85%
2
Close
Jun 18, 2024
Palo Alto Networks
▲ 9.84%
3
Close
Jun 13, 2024
Esoterica NextG Economy ETF
▲ 4.24%
2
Close
Jun 13, 2024
Broadcom
4.11%
▼ 1.96%
1
Open
Jun 13, 2024
Braze
▼ 24.92%
2
Close
May 29, 2024
Mastercard
4.41%
▼ 1.23%
2
Buy
May 28, 2024
Dynatrace
▼ 12.96%
2
Close
May 13, 2024
Constellation Brands
3.85%
▲ 5.27%
2
Buy
May 01, 2024
Advanced Micro Devices
4.07%
▲ 13.59%
3
Open
May 01, 2024
Meta Platforms
6.31%
▲ 36.12%
2
Buy
Apr 29, 2024
Alphabet Class A
7.35%
▲ 21.50%
3
Buy
Apr 29, 2024
Carnival
2.83%
▲ 14.26%
1
Open
Apr 09, 2024
MongoDB
▼ 3.40%
2
Close
Mar 21, 2024