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Investment Pros
- New Portfolio
Performance
Portfolio Details
Canada Finance
Investment Pros
Individual Investor
Ranked #120,597 out of 775,913 TipRanks' Investors
Success Rate
66%
180 out of 274
profitable transactions
Average Return
8.14%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 0.24%
6-Month Return
▲ 29.98%
12-Month Return
▲ 144.83%
YTD Return
▲ 135.20%
Total Return
▲ 218.52%
Best Trade
Asset
Sangamo Bio... (SGMO)
Opened at
Jun 28, 2024
Closed at
-
Gain
▲ 589.94%
Bio
Join us in our journey "Zero to $5 Million". Started from a 300k line of credit. We pursue value investing, dividend compounding, option strategies, business cycles analysis and macro economy to reach $5 Million in 10 years.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
43.22%
0
-43.22%
▲ 11.46%
▲ 5.06%
▲ 0.60%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.58%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 13.01%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.05%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 3.02%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 14.89%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 6.40%
Dec 2024
TipRanks Average
S&P 500
Investor Portfolio
▲ 11.46%
▲ 5.06%
▲ 0.60%
▼ 2.25%
▲ 3.53%
▼ 7.58%
▲ 25.71%
▲ 1.21%
▲ 13.01%
▼ 4.22%
▲ 2.34%
▲ 2.97%
▲ 7.82%
▲ 2.10%
▲ 1.05%
▲ 5.38%
▼ 0.89%
▲ 3.02%
▲ 43.22%
▲ 5.96%
▲ 14.89%
▲ 3.34%
▼ 1.56%
▼ 6.40%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SLB
Schlumberger
8.5%
▼ 0.75%
6
Buy
Dec 19, 2024
CVS
CVS Health
5.12%
▼ 21.79%
6
Buy
Dec 16, 2024
MBLY
Mobileye Global, Inc. Class A
6.26%
▲ 11.06%
16
Sell
Dec 16, 2024
SPB
Superior Plus
0.86%
▼ 0.58%
2
Buy
Dec 16, 2024
MDB
MongoDB
3.78%
▼ 22.70%
2
Buy
Dec 10, 2024
WBA
Walgreens Boots Alliance
1.84%
▼ 8.35%
1
Open
Dec 10, 2024
KHC
Kraft Heinz
3.52%
▼ 1.74%
7
Sell
Dec 09, 2024
T
Telus
7.49%
▼ 5.70%
6
Sell
Dec 09, 2024
TMDX
TransMedics Group
2.37%
▼ 2.11%
6
Sell
Dec 09, 2024
DAR
Darling Ingredients
2.54%
▼ 8.77%
1
Open
Dec 09, 2024
XLE
Energy Select Sector SPDR Fund
―
▲ 0.61%
7
Close
Dec 05, 2024
SNPS
Synopsys
1.89%
▼ 4.48%
1
Open
Dec 05, 2024
TLT
iShares 20+ Year Treasury Bond ETF
13.58%
▲ 0.83%
20
Sell
Nov 25, 2024
APTV
Aptiv
―
▲ 1.34%
4
Close
Nov 25, 2024
CVE
Cenovus Energy
2.22%
▲ 11.11%
18
Buy
Nov 21, 2024
USO
United States Oil Fund LP
―
▼ 0.14%
19
Close
Nov 18, 2024
SU
Suncor Energy
―
▲ 6.92%
2
Close
Nov 14, 2024
WOLF
Wolfspeed
―
▼ 6.90%
4
Close
Nov 08, 2024
VALE
Vale SA
1.71%
▼ 16.90%
3
Sell
Nov 07, 2024
TXN
Texas Instruments
―
▲ 6.52%
3
Close
Oct 24, 2024
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