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Portfolio 3 of 3 - New Portfolio

iamcharliebabic@gmail.com

Portfolio 3 of 3
Individual Investor
Ranked #43,202 out of 747,498 TipRanks' Investors
Success Rate
75%
177 out of 237
profitable transactions
Average Return
7.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.33%
6-Month Return▲ 11.32%
12-Month Return▲ 15.96%
YTD Return▲ 11.29%
Total Return▲ 13.58%

Best Trade

Opened at
Closed at-
Gain▲ 66.01%

Bio

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 2.44%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.60%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.86%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.14%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.44%
▼ 1.87%▲ 1.59%▲ 0.60%
▲ 14.08%▲ 5.22%▲ 3.20%
▲ 5.05%▲ 3.27%▲ 4.20%
▼ 12.40%▼ 4.03%▼ 1.20%
▲ 11.46%▲ 5.06%▲ 2.83%
▼ 2.25%▲ 3.53%▼ 0.86%
▲ 29.87%▲ 0.88%▲ 2.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Choice Properties Real Estate Investment
0.55%
▲ 8.45%
1
Open
May 01, 2024
TC Energy
0%
▲ 16.90%
1
Open
May 01, 2024
Chartwell Retirement Residences
0.51%
▲ 5.25%
2
Buy
Apr 17, 2024
JPMorgan Chase & Co.
0.55%
▲ 7.82%
1
Open
Apr 04, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0%
▲ 2.64%
3
Open
Mar 27, 2024
Horizons High Interest Savings ETF Trust Units A
2.1%
▲ 2.74%
6
Sell
Mar 20, 2024
Headwater Exploration
0.21%
▲ 5.88%
2
Buy
Mar 06, 2024
Advanced Micro Devices
0%
▼ 4.25%
8
Open
Feb 23, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.78%
▲ 2.06%
1
Open
Feb 21, 2024
Invesco S&P 500 Top 50 ETF
0%
▲ 16.59%
1
Open
Jan 25, 2024
Bank Of Montreal
0%
▲ 0.23%
5
Open
Jan 16, 2024
Bank Of Montreal
0%
▼ 0.83%
5
Open
Jan 16, 2024
iShr CoreSP/TSX Div
1.58%
▲ 5.22%
3
Buy
Jan 15, 2024
BMO Covered Call Canadian Banks ETF
4.51%
▲ 8.63%
9
Buy
Jan 12, 2024
BMO Covered Call Utilities ETF
5.01%
▲ 3.55%
10
Buy
Jan 12, 2024
iShares S&P/TSX Capped Energy Index ETF
2.77%
▲ 21.21%
7
Buy
Jan 12, 2024
Global X S&P 500 Covered Call ETF
0.64%
▲ 13.21%
4
Sell
Jan 12, 2024
Vanguard S&P 500 Value ETF
0.86%
▲ 9.48%
2
Buy
Jan 12, 2024
Vanguard Value ETF
1.31%
▲ 11.81%
2
Buy
Jan 12, 2024
Visa
0.92%
▲ 2.74%
8
Open
Jan 10, 2024