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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #495,705 out of 747,498 TipRanks' Investors
Success Rate
61%
26 out of 43
profitable transactions
Average Return
-1.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return-
12-Month Return-
YTD Return▼ 3.58%
Total Return▼ 3.58%

Best Trade

Opened at
Closed at-
Gain▲ 30.23%

Bio

dividend

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.12%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 11.38%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 9.33%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%▲ 0.12%
▼ 12.40%▼ 4.03%▼ 3.50%
▲ 11.46%▲ 5.06%▲ 3.00%
▼ 2.25%▲ 3.53%▼ 11.38%
▲ 29.87%▲ 0.88%▲ 9.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Life & Banc Split
29.55%
▲ 0.77%
4
Buy
Jul 18, 2024
Pine Cliff Energy
4.21%
▼ 3.03%
4
Buy
Jul 18, 2024
Slate Grocery REIT
47.03%
▲ 6.86%
4
Buy
Jul 18, 2024
Slate Office REIT
10.89%
▼ 14.65%
7
Buy
Jul 16, 2024
Gear Energy
1.09%
▼ 2.35%
4
Buy
Jun 26, 2024
Financial 15 Split Corp
1.3%
▲ 3.53%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.84%
▲ 1.61%
5
Buy
Jun 23, 2024
Uranium Royalty Corp
1.21%
▼ 14.09%
1
Open
May 30, 2024
Dividend 15 Split Corp
1.11%
▼ 0.38%
3
Buy
May 15, 2024
North American Financial 15 Split Corp A 2019-01.12.24
0.96%
▲ 10.07%
3
Buy
May 13, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.84%
▲ 1.76%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.95%
▲ 2.54%
3
Open
Apr 26, 2024