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New Portfolio - New Portfolio

dan

New Portfolio
Individual Investor
Ranked #554,009 out of 769,002 TipRanks' Investors
Success Rate
55%
94 out of 170
profitable transactions
Average Return
-3.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.57%
6-Month Return▲ 22.25%
12-Month Return▲ 62.74%
YTD Return▲ 31.41%
Total Return▼ 15.13%

Best Trade

Opened at
Closed at-
Gain▲ 470.14%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 14.90%
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
▼ 4.22%
▲ 2.34%
▼ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.35%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 6.07%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 10.33%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 14.90%
▲ 11.46%▲ 5.06%▲ 8.11%
▼ 2.25%▲ 3.53%▼ 8.09%
▲ 25.72%▲ 1.21%▲ 14.61%
▼ 4.22%▲ 2.34%▼ 1.33%
▲ 7.82%▲ 2.10%▼ 0.35%
▲ 5.70%▼ 0.89%▲ 6.07%
▲ 23.63%▲ 3.84%▲ 10.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Real Estate ETF
0.01%
▲ 1.12%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
7.12%
▲ 3.85%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
1.06%
▲ 4.48%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
0.96%
▲ 208.00%
3
Sell
Nov 01, 2024
Beyond Inc
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▼ 1.58%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.62%
▲ 16.47%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 23.93%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.67%
▲ 12.94%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▲ 3.78%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.24%
▼ 35.53%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.07%
▲ 34.69%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 26.21%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.61%
▲ 30.59%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 36.82%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 29.35%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.86%
▲ 16.95%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▼ 0.69%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.21%
▲ 0.81%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
0.93%
▼ 9.33%
2
Buy
Jul 11, 2024