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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #546,192 out of 794,749 TipRanks' Investors
Success Rate
61%
34 out of 56
profitable transactions
Average Return
-2.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 10.87%
6-Month Return▼ 16.46%
12-Month Return▼ 7.08%
YTD Return▼ 17.12%
Total Return▼ 7.91%

Best Trade

Opened at
Closed at
Gain▲ 67.44%

Bio

dividend

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.68%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.54%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.75%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 2.84%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 0.85%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.77%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 9.93%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 4.68%
▲ 10.00%▼ 0.89%▼ 0.54%
▲ 26.01%▲ 5.96%▲ 5.75%
▲ 5.33%▼ 2.41%▼ 2.84%
▲ 5.87%▲ 2.69%▲ 0.85%
▼ 12.86%▼ 1.27%▼ 4.18%
▼ 1.80%▼ 5.57%▼ 4.77%
▼ 17.13%▼ 9.83%▼ 9.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.21%
▼ 35.19%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▼ 0.55%
3
Sell
Nov 11, 2024
North American Financial 15 Split Corp A 2019-01.12.24
▲ 14.68%
6
Close
Aug 24, 2024
Uranium Royalty Corp
9.93%
▼ 31.07%
4
Buy
Aug 13, 2024
Gear Energy
0.33%
▼ 29.87%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
31.73%
▲ 4.55%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
29.66%
▼ 2.15%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
9.2%
▲ 13.29%
4
Buy
Jul 18, 2024
Slate Grocery REIT
15.52%
▲ 27.37%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.35%
▲ 4.65%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.24%
▲ 3.19%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.33%
▲ 12.64%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.23%
▲ 3.48%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.29%
▲ 5.48%
3
Open
Apr 26, 2024