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Wealthsimple - New Portfolio

Jordan Belfort

Wealthsimple
Individual Investor
Ranked #447,114 out of 788,370 TipRanks' Investors
Success Rate
42%
48 out of 115
profitable transactions
Average Return
0.10%
Average return
per transaction
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Allocation

Top Stocks
7.98% HTHIY
7.87% SPOT
5.97% TSE:CSU
5.92% NVDA
4.85% MCRI
67.41% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.13% Technology
22.64% Industrials
13.72% Financial
13.19% Communication Services
12.19% Consumer Cyclical
7.13% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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TSE:CSU
Constellation Software
C$4840.00
C$30.33
(0.62%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
C$103.21B
30.55%
TSE:GWO
Great-West Lifeco
C$52.09
C$0.02
(0.04%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
C$48.52B
21.28%
TSE:IFC
Intact Financial Corporation
C$277.44
C$0.32
(0.12%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$49.42B
22.49%
TSE:IMO
Imperial Oil
C$99.26
C$4.02
(3.89%)
premium
1 Buy
8 Hold
1 Sell
Hold
premium
C$52.57B
13.38%
TSE:POW
Power Corp of Canada
C$47.82
C$0.25
(0.52%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
C$30.89B
22.91%
TSE:SU
Suncor Energy
C$56.19
C$0.76
(1.33%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
C$71.59B
17.77%
TSE:X
TMX Group
C$50.29
C$0.32
(0.64%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
C$13.94B
37.63%
MCRI
Monarch Casino & Resort
$89.40
$3.19
(3.45%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$1.71B
30.07%
C$160.23
C$6.23
(3.74%)
premium
10 Buy
1 Hold
2 Sell
Moderate Buy
premium
C$37.39B
-1.38%
HTHIY
Hitachi
$27.26
$1.54
(5.35%)
premium
premium
$132.11B
63.74%
AMP
Ameriprise Financial
$530.48
$10.53
(1.95%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$52.49B
31.52%
CTAS
Cintas
$204.43
$1.5
(0.73%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$83.10B
30.40%
CCL
Carnival
$23.22
$1.34
(5.46%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$31.76B
52.66%
$754.30
$23.33
(3%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$103.34B
10.31%
SPOT
Spotify Technology SA
$607.38
$29.39
(4.62%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$127.85B
144.79%
BR
Broadridge Financial Solutions
$235.33
$0.97
(0.41%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$27.65B
17.76%
RCL
Royal Caribbean
$234.26
$9.63
(3.95%)
premium
14 Buy
4 Hold
0 Sell
Strong Buy
premium
$65.64B
91.14%
UNP
Union Pacific
$245.55
$2.1
(0.85%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$151.01B
-3.52%
PH
Parker Hannifin
$666.97
$28.49
(4.1%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$89.55B
25.84%
KEYS
Keysight Technologies
$175.45
$9.45
(5.11%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$31.97B
17.72%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.76T
40.61%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
24.06%
GE
GE Aerospace
$199.83
$8.91
(4.27%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$224.04B
37.63%
JBL
Jabil
$162.61
$3.51
(2.11%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$18.20B
18.42%
IT
Gartner
$487.90
$15.26
(3.03%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$38.65B
7.59%
NFLX
Netflix
$1003.15
$21.39
(2.09%)
premium
28 Buy
11 Hold
1 Sell
Moderate Buy
premium
$438.25B
70.47%