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Trish - New Portfolio

TRISH

Trish
Individual Investor
Ranked #1,002 out of 779,414 TipRanks' Investors
Success Rate
74%
72 out of 97
profitable transactions
Average Return
190.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.99%
6-Month Return▲ 7.97%
12-Month Return▲ 27.44%
YTD Return▲ 1.87%
Total Return▲ 249.34%

Best Trade

Opened at
Closed at-
Gain▲ 4047.72%

Bio

Rainy day

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.55%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.64%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.16%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.32%
Sep 2024
▲ 10.03%
▼ 0.89%
▲ 1.77%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.90%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.19%
Dec 2024
▲ 8.01%
▲ 0.44%
▲ 1.87%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.55%
▲ 8.13%▲ 1.21%▲ 0.64%
▼ 13.14%▲ 2.34%▼ 1.16%
▲ 2.93%▲ 2.10%▲ 3.32%
▲ 10.03%▼ 0.89%▲ 1.77%
▲ 26.04%▲ 5.96%▲ 7.90%
▲ 5.96%▼ 2.41%▼ 4.19%
▲ 8.01%▲ 0.44%▲ 1.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dollar General
▼ 12.68%
3
Close
Oct 09, 2024
Shopify
9.36%
▲ 339.61%
8
Sell
Aug 22, 2024
Dollarama
0.15%
▲ 37.71%
1
Open
Mar 22, 2024
Viemed Healthcare
0.55%
▲ 17.33%
3
Open
Jan 20, 2024
PayPal Holdings
▼ 28.21%
4
Close
Dec 28, 2023
Viemed Healthcare
▲ 30.29%
3
Close
Dec 21, 2023
Bank of America
0.85%
▲ 54.15%
1
Open
Dec 12, 2023
National Bank of Canada
0.76%
▲ 59.05%
1
Open
Nov 07, 2023
Danaher
▲ 26.99%
4
Close
Apr 26, 2023
Enbridge
0.59%
▲ 95.36%
2
Sell
Apr 26, 2023
Air Canada
0.1%
▼ 28.30%
3
Open
Apr 26, 2023
Brookfield Wealth Solutions
0.01%
▲ 100.15%
1
Open
Apr 26, 2023
Brookfield Asset Management Ltd. Class A
0.43%
▲ 92.94%
1
Open
Apr 26, 2023
Amazon
8.74%
▲ 201.36%
4
Sell
Aug 11, 2022
Canadian Pacific Kansas City
0.44%
▲ 72.89%
2
Buy
Aug 08, 2022
Alimentation Couche-Tard Inc
2.34%
▲ 58.32%
2
Buy
Jan 06, 2022
DigitalBridge Group
0.35%
▼ 66.19%
1
Open
Dec 28, 2021
Alibaba
▼ 23.50%
3
Close
Dec 23, 2021
CloudMD Software & Services
▼ 54.47%
2
Close
Dec 23, 2021
ImmunityBio
0.02%
▼ 85.79%
3
Buy
May 03, 2021