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New Portfolio - New Portfolio
dan
New PortfolioIndividual Investor
Ranked #565,999 out of 775,923 TipRanks' Investors
Success Rate
95 out of 170
profitable transactions
profitable transactions
Average Return
-2.89%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.04%
6-Month Return▲ 28.75%
12-Month Return▲ 27.50%
YTD Return▲ 31.07%
Total Return▼ 15.35%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 8.11%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.09%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 14.60%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.35%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 6.07%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 9.66%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.37%
Dec 2024
▲ 11.46%▲ 5.06%▲ 8.11%
▼ 2.25%▲ 3.53%▼ 8.09%
▲ 25.71%▲ 1.21%▲ 14.60%
▼ 4.22%▲ 2.34%▼ 1.33%
▲ 7.82%▲ 2.10%▼ 0.35%
▲ 5.38%▼ 0.89%▲ 6.07%
▲ 43.22%▲ 5.96%▲ 9.66%
▲ 3.34%▼ 1.56%▲ 0.37%
Recent Activity
Vanguard Real Estate ETF
0.01%
▼ 1.72%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
7.41%
▲ 7.54%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
1.04%
▲ 2.81%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
1.03%
▲ 248.80%
3
Sell
Nov 01, 2024
Beyond Inc
―
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▼ 1.04%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.66%
▲ 16.93%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 18.31%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.66%
▲ 16.11%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▲ 3.88%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.17%
▼ 55.97%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.09%
▲ 38.78%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 26.50%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.54%
▲ 28.88%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 29.92%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 24.68%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.73%
▲ 15.31%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▼ 8.46%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.12%
▲ 1.13%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
0.86%
▼ 14.50%
2
Buy
Jul 11, 2024