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Wealthsimple - New Portfolio

PerformancePortfolio Details

Jordan Belfort

Wealthsimple
Individual Investor
Ranked #375,153 out of 788,174 TipRanks' Investors
Success Rate
54%
62 out of 115
profitable transactions
Average Return
1.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.07%
6-Month Return-
12-Month Return-
YTD Return▲ 3.09%
Total Return▲ 3.09%

Best Trade

AssetSpotify Tec... (SPOT)
Opened at
Closed at-
Gain▲ 38.57%

Bio

A multi-factor portfolio harvesting the intersection of low residual volatility with high beta, momentum, and quality.

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
―
Jul 2024
▼ 13.14%
▲ 2.34%
―
Aug 2024
▲ 2.93%
▲ 2.10%
―
Sep 2024
▲ 9.99%
▼ 0.89%
―
Oct 2024
▲ 26.03%
▲ 5.96%
―
Nov 2024
▲ 5.97%
▼ 2.41%
―
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.25%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.82%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%―
▼ 13.14%▲ 2.34%―
▲ 2.93%▲ 2.10%―
▲ 9.99%▼ 0.89%―
▲ 26.03%▲ 5.96%―
▲ 5.97%▼ 2.41%―
▲ 5.25%▲ 2.69%▲ 2.25%
▼ 9.08%▲ 1.42%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CCL
Carnival
1.45%
▼ 0.54%
3
Sell
Feb 21, 2025
RCL
Royal Caribbean
3.66%
▼ 2.15%
4
Sell
Feb 21, 2025
SPOT
Spotify Technology SA
7.86%
▲ 7.10%
6
Buy
Feb 19, 2025
POW
Power Corp of Canada
2.11%
▲ 7.02%
5
Buy
Feb 18, 2025
SU
Suncor Energy
2.34%
▲ 2.63%
5
Buy
Feb 18, 2025
APH
Amphenol
―
▼ 2.95%
2
Close
Feb 18, 2025
HTHIY
Hitachi
7.97%
▲ 7.68%
2
Buy
Feb 18, 2025
ZURVY
Zurich Insurance Group AG
―
▲ 4.32%
2
Close
Feb 18, 2025
KLAC
KLA
3.67%
▲ 5.89%
5
Sell
Feb 18, 2025
KKR
KKR & Co
―
▼ 2.00%
2
Close
Feb 18, 2025
KEYS
Keysight Technologies
3.66%
▲ 2.93%
3
Sell
Feb 18, 2025
NVDA
Nvidia
5.92%
▲ 6.92%
4
Buy
Feb 18, 2025
GE
GE Aerospace
4.17%
▼ 0.64%
1
Open
Feb 18, 2025
JBL
Jabil
3.4%
▼ 2.24%
1
Open
Feb 18, 2025
IT
Gartner
4.1%
▼ 1.95%
1
Open
Feb 18, 2025
NFLX
Netflix
3.1%
▼ 1.09%
1
Open
Feb 18, 2025
GWO
Great-West Lifeco
2.21%
▲ 5.93%
2
Buy
Feb 14, 2025
IMO
Imperial Oil
4.81%
▲ 7.47%
3
Buy
Feb 14, 2025
X
TMX Group
2.09%
▲ 4.29%
5
Buy
Feb 14, 2025
OTEX
Open Text
―
▼ 0.56%
4
Close
Feb 14, 2025