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New Portfolio - New Portfolio
dan
New PortfolioIndividual Investor
Ranked #571,057 out of 788,370 TipRanks' Investors
Success Rate
95 out of 170
profitable transactions
profitable transactions
Average Return
-2.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.76%
6-Month Return▲ 13.96%
12-Month Return▲ 21.18%
YTD Return▼ 2.88%
Total Return▼ 18.44%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 4.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 12.08%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 5.82%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 7.88%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.51%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.73%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 4.53%
Feb 2025
▲ 8.13%▲ 1.21%▲ 4.87%
▼ 13.14%▲ 2.34%▼ 12.08%
▲ 2.93%▲ 2.10%▲ 2.44%
▲ 9.99%▼ 0.89%▲ 5.82%
▲ 26.03%▲ 5.96%▲ 7.88%
▲ 5.97%▼ 2.41%▲ 0.51%
▲ 5.25%▲ 2.69%▲ 1.73%
▼ 9.08%▲ 1.42%▼ 4.53%
Recent Activity
Vanguard Real Estate ETF
0.01%
▼ 0.07%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
7.32%
▲ 7.22%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
1.05%
▲ 4.32%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
1.01%
▲ 243.20%
3
Sell
Nov 01, 2024
Beyond Inc
―
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▲ 8.21%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.71%
▲ 18.74%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 30.62%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.18%
▼ 67.92%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▲ 5.15%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.19%
▼ 47.80%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.12%
▲ 40.48%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 28.10%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.58%
▲ 32.79%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 37.58%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 22.36%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.76%
▲ 16.86%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▼ 10.57%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.12%
▲ 1.74%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
1.41%
▲ 40.94%
2
Buy
Jul 11, 2024