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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #115,087 out of 781,348 TipRanks' Investors
Success Rate
65%
66 out of 102
profitable transactions
Average Return
13.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.84%
6-Month Return▲ 17.72%
12-Month Return▲ 24.81%
YTD Return▲ 3.15%
Total Return▲ 49.82%

Best Trade

Opened at
Closed at-
Gain▲ 89.84%

Bio

this is my portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 4.85%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.56%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.64%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.35%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.04%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.76%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.11%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 3.15%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 4.85%
▲ 8.13%▲ 1.21%▲ 7.56%
▼ 13.14%▲ 2.34%▲ 0.64%
▲ 2.93%▲ 2.10%▲ 6.35%
▲ 10.00%▼ 0.89%▲ 2.04%
▲ 26.04%▲ 5.96%▲ 5.76%
▲ 5.93%▼ 2.41%▼ 3.11%
▲ 6.90%▲ 1.96%▲ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
E Split Corp. Class A
7.11%
▲ 49.44%
7
Sell
Oct 18, 2024
Global Dividend Growth Split Corp. Class A
6.09%
▲ 1.44%
2
Sell
Oct 18, 2024
BMO S&P/TSX Equal Weight Banks Index ETF
▲ 18.51%
5
Close
Oct 11, 2024
Algonquin Power & Utilities
2.8%
▼ 37.87%
6
Buy
Oct 11, 2024
Dividend 15 Split Corp
3.91%
▲ 26.66%
12
Buy
Oct 11, 2024
Allied Properties Real Estate Investment Trust
▲ 16.04%
2
Close
Oct 11, 2024
Canoe EIT Income Fund
▲ 42.07%
2
Close
Jul 24, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
▲ 15.79%
2
Close
Jul 24, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
▲ 9.28%
2
Close
Jan 14, 2024
TransAlta Renewable
▼ 14.16%
12
Close
Oct 10, 2023
TransAlta
12.76%
▲ 81.32%
1
Open
Oct 10, 2023
Telus
18.11%
▼ 13.47%
7
Buy
Jul 14, 2023
Keyera Corp.
▲ 34.43%
4
Close
Jul 07, 2023
Brompton Splt Banc A
2.4%
▲ 12.09%
3
Buy
Jul 07, 2023
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
19.48%
▲ 39.38%
1
Open
Jul 07, 2023
Diversified Royalty Corp
▲ 39.20%
8
Close
Mar 05, 2023
Life & Banc Split
▲ 13.41%
7
Close
Jan 12, 2023
AXS Real Estate ate Income ETF
▼ 2.55%
2
Close
Oct 28, 2022
Granite Real Estate
▼ 23.51%
2
Close
Sep 17, 2022
B2Gold
▼ 12.51%
7
Close
Sep 17, 2022