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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #83,933 out of 769,603 TipRanks' Investors
Success Rate
77%
43 out of 56
profitable transactions
Average Return
12.72%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.99% TSE:VDY
29.09% TSE:VFV
14.85% TSE:SGR.UN
14.45% TSE:URC
9.54% TSE:LBS
2.08% Others
By Assets
58.57% ETFs
39.81% Stocks
1.62% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
59.53% General
15.12% Real Estate
15.04% Energy
10.30% 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
x4o9ko23
premium
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premium
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premium
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premium
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n0px6lih
n0px6lih
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c7q8q8j
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premium
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premium
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c7q8q8j
c7q8q8j
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premium
48vh54f6kxl
premium
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48vh54f6kxl
48vh54f6kxl
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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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303c1w8fk8
premium
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premium
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TSE:HMAX
HMAX
< ETF >
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
C$14.91
C$0.04
(0.27%)
premium
58 Buy
39 Hold
4 Sell
Moderate Buy
premium
10.31%
TSE:LBS
Life & Banc Split
C$9.53
C$0.05
(0.53%)
premium
premium
52.23%
TSE:UMAX
UMAX
< ETF >
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
C$14.76
C$0.03
(0.2%)
premium
74 Buy
61 Hold
7 Sell
Moderate Buy
premium
-1.27%
TSE:PNE
Pine Cliff Energy
C$0.91
C$0.01
(1.09%)
premium
premium
C$325.85M
-37.50%
TSE:DFN
Dividend 15 Split Corp
C$6.52
C$0.1
(1.56%)
premium
premium
51.71%
TSE:EIT.UN
Canoe EIT Income Fund
C$15.52
C$0.15
(0.96%)
premium
premium
20.00%
TSE:GXE
Gear Energy
C$0.55
C$0.02
(3.77%)
premium
premium
C$144.98M
-19.39%
TSE:SGR.UN
Slate Grocery REIT
C$14.76
C$0.11
(0.75%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
C$886.16M
38.46%
TSE:FTN
Financial 15 Split Corp
C$10.02
C$0.14
(1.42%)
premium
premium
64.99%
TSE:URC
Uranium Royalty Corp
C$3.68
C$0.09
(2.39%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
C$447.14M
-15.48%
TSE:VDY
VDY
< ETF >
Vanguard FTSE Canadian High Dividend Yield Index ETF
C$50.92
C$0.08
(0.16%)
premium
208 Buy
173 Hold
14 Sell
Moderate Buy
premium
25.19%
TSE:VFV
VFV
< ETF >
Vanguard S&P500 Indx
C$148.17
C$0.6
(0.41%)
premium
premium
33.08%
TSE:RSI
Rogers Sugar
C$5.76
C$0.04
(0.7%)
premium
premium
C$736.80M
7.26%