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Portfolio 3 of 3
- New Portfolio
Performance
Portfolio Details
iamcharliebabic@gmail.com
Portfolio 3 of 3
Individual Investor
Ranked #59,063 out of 775,923 TipRanks' Investors
Success Rate
72%
186 out of 257
profitable transactions
Average Return
10.80%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 1.64%
6-Month Return
▲ 9.29%
12-Month Return
▲ 18.22%
YTD Return
▲ 17.71%
Total Return
▲ 20.14%
Best Trade
Asset
Tesla (TSLA)
Opened at
Feb 15, 2023
Closed at
-
Gain
▲ 96.54%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
43.22%
0
-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.86%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.53%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.03%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 0.45%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.60%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.15%
Dec 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 11.46%
▲ 5.06%
▲ 2.83%
▼ 2.25%
▲ 3.53%
▼ 0.86%
▲ 25.71%
▲ 1.21%
▲ 3.53%
▼ 4.22%
▲ 2.34%
▼ 0.53%
▲ 7.82%
▲ 2.10%
▲ 2.03%
▲ 5.38%
▼ 0.89%
▲ 0.45%
▲ 43.22%
▲ 5.96%
▲ 4.60%
▲ 3.34%
▼ 1.56%
▼ 2.15%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
CGL
iShares Gold Bullion ETF Hedged
0%
▼ 0.14%
1
Open
Dec 06, 2024
T
Telus
0%
▼ 8.29%
1
Open
Dec 05, 2024
TU
Telus
0%
▼ 10.44%
1
Open
Dec 05, 2024
FIE
iShares CdnFinMo Un
0%
▼ 1.68%
1
Open
Dec 05, 2024
PSA
Purpose High IntSvgs
0%
▲ 0.18%
1
Open
Dec 03, 2024
CMR
iShares MoneyMkt Un
0%
▲ 0.16%
1
Open
Dec 03, 2024
HPYT
Harvest Premium Yield Treasury ETF Trust Unit A
0%
▼ 4.66%
1
Open
Dec 03, 2024
PBH
Premium Brands
0%
▼ 3.30%
1
Open
Dec 03, 2024
CAT
Caterpillar
0%
▼ 6.86%
1
Open
Nov 12, 2024
SMAX
Hamilton U.S. Equity Yield Maximizer ETF Trust Units E
0%
▲ 1.84%
1
Open
Nov 12, 2024
UBER
Uber Technologies
0%
▼ 15.24%
1
Open
Nov 11, 2024
META
Meta Platforms
0%
▲ 5.78%
3
Open
Nov 01, 2024
BEP
Brookfield Renewable Partners
0%
▼ 8.96%
1
Open
Nov 01, 2024
BEP.UN
Brookfield Renewable Partners
0%
▼ 6.58%
1
Open
Nov 01, 2024
WMT
Walmart
0%
▲ 14.48%
1
Open
Sep 30, 2024
HD
Home Depot
0%
▼ 1.03%
1
Open
Sep 26, 2024
AMT
American Tower
0%
▼ 20.34%
1
Open
Sep 19, 2024
XDIV
iShares Core MSCI Canadian Quality Dividend Index ETF
0%
▲ 3.96%
1
Open
Sep 08, 2024
UMAX
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0%
▼ 1.57%
1
Open
Aug 24, 2024
TLRY
Tilray
0%
▼ 36.20%
1
Open
Jul 31, 2024
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