tiprankstipranks

New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #91,235 out of 783,619 TipRanks' Investors
Success Rate
77%
43 out of 56
profitable transactions
Average Return
12.01%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.95% TSE:VFV
30.07% TSE:VDY
14.37% TSE:SGR.UN
13.86% TSE:URC
8.73% TSE:LBS
2.02% Others
By Assets
60.43% ETFs
37.87% Stocks
1.70% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
61.48% General
14.65% Real Estate
14.43% Energy
9.44% Financial
0.00% Consumer Defensive

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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cm3un7nkd3l
cm3un7nkd3l
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premium
cn55fgrub1
premium
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premium
387720241i
premium
387720241i
387720241i
387720241i
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1nqxfoidbrx
premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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dt0o4rtb
premium
dt0o4rtb
premium
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dt0o4rtb
dt0o4rtb
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premium
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premium
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TSE:HMAX
HMAX
< ETF >
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
C$14.73
C$0.091
(0.61%)
premium
60 Buy
35 Hold
3 Sell
Moderate Buy
premium
7.47%
TSE:LBS
Life & Banc Split
C$8.60
C$0.35
(3.91%)
premium
premium
-1.64%
TSE:UMAX
UMAX
< ETF >
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
C$14.06
C$0.092
(0.65%)
premium
74 Buy
53 Hold
8 Sell
Moderate Buy
premium
-6.60%
TSE:PNE
Pine Cliff Energy
C$0.88
C$0.01
(1.12%)
premium
premium
C$318.71M
-38.10%
TSE:DFN
Dividend 15 Split Corp
C$5.95
C$0.14
(2.3%)
premium
premium
7.00%
TSE:EIT.UN
Canoe EIT Income Fund
C$15.41
C$0.08
(0.52%)
premium
premium
10.86%
TSE:GXE
Gear Energy
C$0.51
C$0
(0%)
premium
premium
C$134.44M
-25.62%
TSE:SGR.UN
Slate Grocery REIT
C$14.05
C$0.21
(1.47%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
C$856.14M
13.63%
TSE:FTN
Financial 15 Split Corp
C$9.44
C$0.284
(2.92%)
premium
premium
19.30%
TSE:URC
Uranium Royalty Corp
C$3.43
C$0.18
(4.99%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$482.27M
-26.63%
TSE:VDY
VDY
< ETF >
Vanguard FTSE Canadian High Dividend Yield Index ETF
C$50.24
C$0.42
(0.83%)
premium
194 Buy
149 Hold
17 Sell
Moderate Buy
premium
17.46%
TSE:VFV
VFV
< ETF >
Vanguard S&P500 Indx
C$155.78
C$0.18
(0.12%)
premium
premium
31.94%
TSE:RSI
Rogers Sugar
C$5.75
C$0.12
(2.04%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$751.75M
5.58%