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New Portfolio - New Portfolio
dan
New PortfolioIndividual Investor
Ranked #590,305 out of 793,971 TipRanks' Investors
Success Rate
90 out of 170
profitable transactions
profitable transactions
Average Return
-5.99%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.72%
6-Month Return▲ 11.93%
12-Month Return▼ 2.69%
YTD Return▼ 4.69%
Total Return▼ 19.99%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 12.08%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.82%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.88%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 0.49%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.34%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 0.28%
Mar 2025
▼ 13.14%▲ 2.34%▼ 12.08%
▲ 2.93%▲ 2.10%▲ 2.44%
▲ 10.00%▼ 0.89%▲ 5.82%
▲ 26.01%▲ 5.96%▲ 7.88%
▲ 5.33%▼ 2.41%▲ 0.49%
▲ 5.89%▲ 2.69%▲ 2.05%
▼ 12.86%▼ 1.27%▼ 6.34%
▼ 1.28%▼ 6.20%▼ 0.28%
Recent Activity
Vanguard Real Estate ETF
0.01%
▼ 0.16%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
6.73%
▼ 4.30%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
1.1%
▲ 6.69%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
0.82%
▲ 171.20%
3
Sell
Nov 01, 2024
Beyond Inc
―
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▲ 7.57%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.33%
▲ 10.98%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 40.45%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.14%
▼ 76.85%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▼ 2.00%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.15%
▼ 60.38%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
2.84%
▲ 25.22%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 19.47%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.59%
▲ 31.94%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 36.10%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 12.33%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.71%
▲ 12.43%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▼ 13.23%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.2%
▲ 1.76%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
1.3%
▲ 25.90%
2
Buy
Jul 11, 2024