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New Portfolio - New Portfolio
dan
New PortfolioIndividual Investor
Ranked #557,084 out of 764,830 TipRanks' Investors
Success Rate
91 out of 169
profitable transactions
profitable transactions
Average Return
-5.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.45%
6-Month Return▲ 5.78%
12-Month Return▲ 48.58%
YTD Return▲ 16.36%
Total Return▼ 24.84%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 14.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.11%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.09%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.61%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.35%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 6.07%
Oct 2024
▼ 3.18%
▲ 0.21%
▼ 2.30%
Nov 2024
▼ 12.40%▼ 4.03%▼ 14.89%
▲ 11.46%▲ 5.06%▲ 8.11%
▼ 2.25%▲ 3.53%▼ 8.09%
▲ 25.72%▲ 1.21%▲ 14.61%
▼ 4.21%▲ 2.34%▼ 1.33%
▲ 7.82%▲ 2.10%▼ 0.35%
▲ 6.02%▼ 0.89%▲ 6.07%
▼ 3.18%▲ 0.21%▼ 2.30%
Recent Activity
Vanguard Real Estate ETF
0.01%
▲ 0.76%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
6.97%
▼ 1.85%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
1.1%
▲ 6.61%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
1.19%
▲ 286.40%
3
Sell
Nov 01, 2024
Beyond Inc
―
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▲ 0.51%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.47%
▲ 12.37%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 28.03%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.69%
▲ 18.59%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▼ 0.22%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.29%
▼ 24.21%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.05%
▲ 30.12%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 21.76%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.59%
▲ 26.17%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 31.23%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 23.28%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.79%
▲ 12.42%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▼ 0.79%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.28%
▲ 0.62%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
0.61%
▼ 44.10%
2
Buy
Jul 11, 2024