tiprankstipranks

Investment Pros - New Portfolio

Canada Finance

Investment Pros
Individual Investor
Ranked #103,706 out of 793,549 TipRanks' Investors
Success Rate
68%
212 out of 313
profitable transactions
Average Return
4.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.00%
6-Month Return▲ 12.29%
12-Month Return▲ 33.48%
YTD Return▲ 4.88%
Total Return▲ 225.90%

Best Trade

Opened at
Closed at
Gain▲ 215.64%

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.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.03%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 14.84%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 8.65%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 5.25%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.18%
Feb 2025
▲ 8.05%
▼ 2.86%
▼ 0.17%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.97%
▲ 2.93%▲ 2.10%▲ 1.05%
▲ 10.00%▼ 0.89%▲ 3.03%
▲ 26.01%▲ 5.96%▲ 14.84%
▲ 5.34%▼ 2.41%▼ 8.65%
▲ 5.88%▲ 2.69%▲ 5.25%
▼ 12.86%▼ 1.27%▼ 0.18%
▲ 8.05%▼ 2.86%▼ 0.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PG&E
▲ 6.41%
5
Close
Mar 24, 2025
Nvidia
▲ 6.28%
3
Close
Mar 13, 2025
Intel
▲ 11.11%
2
Close
Mar 13, 2025
iShares 20+ Year Treasury Bond ETF
38.36%
▲ 1.64%
28
Buy
Mar 12, 2025
Kraft Heinz
▲ 0.04%
8
Close
Mar 11, 2025
Telus
▲ 6.75%
9
Close
Mar 11, 2025
Schlumberger
▲ 5.83%
13
Close
Mar 07, 2025
Lockheed Martin
▲ 6.18%
8
Close
Mar 06, 2025
MongoDB
7.41%
▼ 25.92%
3
Buy
Mar 06, 2025
Boeing
▲ 1.00%
4
Close
Mar 05, 2025
Superior Plus
▲ 6.87%
3
Close
Feb 28, 2025
SPDR S&P 500 ETF Trust
▼ 0.45%
6
Close
Feb 26, 2025
Tesla
2.6%
▲ 33.59%
8
Open
Feb 26, 2025
Crown Castle
▼ 3.13%
4
Close
Feb 22, 2025
Saputo Inc.
▲ 7.62%
3
Close
Feb 22, 2025
ON Semiconductor
▲ 8.39%
4
Close
Feb 18, 2025
Grab
▼ 1.21%
2
Close
Feb 14, 2025
CVS Health
3.21%
▲ 20.77%
9
Sell
Feb 12, 2025
Illumina
15.84%
▼ 24.39%
5
Buy
Feb 11, 2025
Burcon Nutrascience
0.07%
▼ 22.02%
16
Buy
Feb 08, 2025