Portfolio 3 of 3 - New Portfolio

iamcharliebabic@gmail.com

Portfolio 3 of 3
Individual Investor
Ranked #44,281 out of 765,504 TipRanks' Investors
Success Rate
76%
186 out of 246
profitable transactions
Average Return
11.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.91%
6-Month Return▲ 8.13%
12-Month Return▲ 23.44%
YTD Return▲ 17.61%
Total Return▲ 20.04%

Best Trade

Opened at
Closed at-
Gain▲ 65.15%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.86%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.53%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.03%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.56%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 2.15%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.20%
▲ 11.46%▲ 5.06%▲ 2.83%
▼ 2.25%▲ 3.53%▼ 0.86%
▲ 25.72%▲ 1.21%▲ 3.53%
▼ 4.21%▲ 2.34%▼ 0.53%
▲ 7.82%▲ 2.10%▲ 2.03%
▲ 6.02%▼ 0.89%▲ 0.56%
▲ 12.58%▲ 1.42%▲ 2.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
0%
▲ 4.58%
3
Open
Nov 01, 2024
Brookfield Renewable Partners
0%
0.00%
1
Open
Nov 01, 2024
Brookfield Renewable Partners
0%
▼ 0.20%
1
Open
Nov 01, 2024
Walmart
0%
▲ 3.33%
1
Open
Sep 30, 2024
Home Depot
0%
▼ 2.10%
1
Open
Sep 26, 2024
American Tower
0%
▼ 14.38%
1
Open
Sep 19, 2024
iShares Core MSCI Canadian Quality Dividend Index ETF
0%
▲ 4.93%
1
Open
Sep 08, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0%
▲ 1.14%
1
Open
Aug 24, 2024
Tilray
0%
▼ 22.94%
1
Open
Jul 31, 2024
Choice Properties Real Estate Investment
0.53%
▲ 9.41%
1
Open
May 01, 2024
TC Energy
0%
▲ 55.56%
1
Open
May 01, 2024
Chartwell Retirement Residences
0.58%
▲ 24.53%
2
Buy
Apr 17, 2024
JPMorgan Chase & Co.
0.62%
▲ 27.75%
1
Open
Apr 04, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0%
▲ 7.75%
3
Open
Mar 27, 2024
Horizons High Interest Savings ETF Trust Units A
2.05%
▲ 3.96%
6
Sell
Mar 20, 2024
Headwater Exploration
0.19%
▲ 4.02%
2
Buy
Mar 06, 2024
Advanced Micro Devices
0%
▼ 4.98%
8
Open
Feb 23, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.65%
▲ 3.42%
1
Open
Feb 21, 2024
Invesco S&P 500 Top 50 ETF
0%
▲ 25.19%
1
Open
Jan 25, 2024
Bank Of Montreal
0%
▲ 3.88%
5
Open
Jan 16, 2024