Investment Pros - New Portfolio

Harvey Toronto

Investment Pros
Individual Investor
Ranked #52,711 out of 749,669 TipRanks' Investors
Success Rate
74%
151 out of 204
profitable transactions
Average Return
3.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.62%
6-Month Return▲ 72.93%
12-Month Return▲ 107.87%
YTD Return▲ 104.00%
Total Return▲ 176.06%

Best Trade

Opened at
Closed at-
Gain▲ 118.44%

Bio

Join me in my journey "Zero to $5 Million". Started from 0 with a line of credit and I pursue value investing, dividend compounding and option strategies to reach $5 Million using business cycles analysis and macro economy.

Performance

38.42%0-38.42%
▲ 5.14%
▲ 4.57%
▲ 25.20%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 16.30%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 11.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 38.42%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 8.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.55%
May 2024
▼ 2.25%
▲ 3.53%
▼ 7.51%
Jun 2024
▲ 22.69%
▼ 0.41%
▲ 13.00%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 25.20%
▼ 1.87%▲ 1.59%▲ 16.30%
▲ 14.08%▲ 5.22%▲ 11.45%
▲ 5.05%▲ 3.27%▲ 38.42%
▼ 12.40%▼ 4.03%▲ 8.20%
▲ 11.46%▲ 5.06%▲ 0.55%
▼ 2.25%▲ 3.53%▼ 7.51%
▲ 22.69%▼ 0.41%▲ 13.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cellectis SA
0.38%
▼ 44.50%
5
Buy
Jul 26, 2024
Sangamo Biosciences
0.17%
▲ 2.59%
12
Sell
Jul 24, 2024
iShares 20+ Year Treasury Bond ETF
40.2%
▲ 3.62%
6
Buy
Jul 19, 2024
Mobileye Global, Inc. Class A
2.5%
▼ 7.00%
4
Open
Jul 19, 2024
Crown Castle
▲ 4.80%
1
Close
Jul 18, 2024
Johnson & Johnson
▲ 3.69%
2
Close
Jul 17, 2024
UiPath
8.57%
▼ 2.38%
12
Buy
Jul 09, 2024
Nike
▼ 0.17%
2
Close
Jul 03, 2024
Palantir Technologies
▲ 8.19%
4
Close
Jun 08, 2024
Shopify
▲ 7.65%
2
Close
Jun 08, 2024
Guardant Health
▲ 13.71%
2
Close
Jun 06, 2024
Salesforce
3.06%
▲ 2.97%
3
Open
May 28, 2024
Deutsche Bank AG
27.15%
▲ 24.04%
20
Sell
May 17, 2024
SmartCentres Real Estate Investment Trust
3.02%
▲ 4.97%
19
Buy
May 17, 2024
Burcon Nutrascience
0.09%
▼ 4.09%
15
Buy
May 17, 2024
CVS Health
3.59%
▼ 16.55%
1
Open
Apr 02, 2024
Royal Bank Of Canada
▲ 3.79%
13
Close
Mar 28, 2024
Lockheed Martin
▲ 5.04%
2
Close
Mar 24, 2024
Horizons High Interest Savings ETF Trust Units A
▲ 0.20%
5
Close
Mar 18, 2024
Cenovus Energy
▲ 15.20%
16
Close
Mar 14, 2024