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Wealthsimple - New Portfolio

52A21593

Wealthsimple
Individual Investor
Ranked #367,814 out of 796,165 TipRanks' Investors
Success Rate
42%
67 out of 160
profitable transactions
Average Return
-0.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.70%
6-Month Return-
12-Month Return-
YTD Return▼ 0.64%
Total Return▼ 0.64%

Best Trade

Opened at
Closed at
Gain▲ 27.12%

Bio

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

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 25.98%
▲ 5.96%
Nov 2024
▲ 5.34%
▼ 2.41%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.14%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.80%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.27%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 2.20%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 25.98%▲ 5.96%
▲ 5.34%▼ 2.41%
▲ 5.99%▲ 2.69%▲ 2.14%
▼ 12.86%▼ 1.27%▼ 0.80%
▼ 1.80%▼ 5.57%▲ 0.27%
▼ 8.94%▼ 6.03%▼ 2.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BetaPro Inverse Bitcoin ETF
▼ 8.04%
2
Close
Mar 14, 2025
Intact Financial Corporation
2.79%
▲ 7.01%
3
Sell
Mar 13, 2025
Agnico Eagle
8.53%
▲ 18.76%
2
Buy
Mar 13, 2025
SPDR Gold MiniShares Trust
9.19%
▲ 13.11%
2
Buy
Mar 13, 2025
ProShares Short QQQ
▲ 1.04%
2
Close
Mar 13, 2025
ProShares Short Russell2000
▲ 1.39%
2
Close
Mar 13, 2025
ProShares Short S&P500
▲ 1.72%
2
Close
Mar 13, 2025
Direxion Daily META Bear 1X Shares
▲ 2.20%
2
Close
Mar 13, 2025
Vanguard Total World Stock ETF
12.82%
▼ 3.58%
1
Open
Mar 13, 2025
Schwab US Dividend Equity ETF
11.65%
▼ 7.08%
1
Open
Mar 13, 2025
BMO Low Volatility Canadian Equity ETF
9.1%
▲ 2.91%
1
Open
Mar 13, 2025
Fidelity MSCI Consumer Discretionary Index ETF
5.49%
▼ 4.37%
1
Open
Mar 13, 2025
Invesco KBW Property & Casualty Insurance ETF
10.94%
▲ 0.09%
1
Open
Mar 13, 2025
Schwab U.S. Large-Cap Growth ETF
8.83%
▼ 4.32%
1
Open
Mar 13, 2025
Fidelity MSCI Information Technology Index ETF
10.51%
▼ 6.77%
1
Open
Mar 13, 2025
Great-West Lifeco
▲ 2.29%
4
Close
Mar 12, 2025
Cognizant
▼ 5.76%
4
Close
Mar 12, 2025
Fortinet
▼ 9.90%
2
Close
Mar 12, 2025
Coca-Cola
▼ 0.92%
2
Close
Mar 12, 2025
iShares China Large-Cap ETF
▲ 3.18%
2
Close
Mar 12, 2025