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New Portfolio - New Portfolio

PerformancePortfolio Details

Nona

New Portfolio
Individual Investor
Ranked #77,450 out of 775,913 TipRanks' Investors
Success Rate
65%
154 out of 237
profitable transactions
Average Return
19.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.10%
6-Month Return▲ 12.12%
12-Month Return▲ 28.74%
YTD Return▲ 31.45%
Total Return▲ 53.12%

Best Trade

AssetCelestica (CLS)
Opened at
Closed at-
Gain▲ 267.13%

Bio

Growth by misadventure

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 9.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.70%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.00%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.57%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.21%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 7.45%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.71%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 9.41%
▼ 2.25%▲ 3.53%▲ 1.70%
▲ 25.71%▲ 1.21%▲ 5.00%
▼ 4.22%▲ 2.34%▼ 1.63%
▲ 7.82%▲ 2.10%▲ 1.57%
▲ 5.38%▼ 0.89%▼ 0.21%
▲ 43.22%▲ 5.96%▲ 7.45%
▲ 3.34%▼ 1.56%▼ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
METC
Ramaco Resources
0.36%
▲ 3.41%
5
Buy
Dec 19, 2024
VHI
Vitalhub
0.41%
▲ 40.54%
3
Buy
Dec 18, 2024
MDA
MDA Ltd
0.59%
▲ 49.60%
4
Buy
Dec 18, 2024
FCPGX
Fidelity Small Cap Growth Fund
0.2%
▼ 7.52%
1
Open
Nov 29, 2024
WMT
Walmart
0.25%
▲ 26.80%
4
Buy
Nov 15, 2024
BNS
Bank Of Nova Scotia
1.98%
▲ 23.29%
6
Buy
Nov 05, 2024
AD.UN
Alaris Royalty
0.14%
▲ 3.38%
3
Buy
Nov 04, 2024
XUS
iShares CoreSP500Idx
0.33%
▲ 6.26%
3
Buy
Oct 29, 2024
CP
Canadian Pacific Kansas City
2.25%
▲ 5.77%
9
Buy
Oct 16, 2024
TFII
TFI International
2.1%
▲ 20.60%
9
Buy
Oct 16, 2024
LIVR
Intelligent Livermore ETF
0.17%
▼ 8.58%
1
Open
Oct 09, 2024
NGD
New Gold
0.15%
▼ 4.50%
1
Open
Oct 09, 2024
V
Visa
0.94%
▲ 14.94%
1
Open
Oct 09, 2024
GRN
Greenlane Renewables Inc
―
▼ 92.74%
5
Close
Oct 03, 2024
NVDA
Nvidia
2.03%
▲ 47.59%
5
Sell
Oct 03, 2024
CS
Capstone Copper
0.18%
▲ 19.08%
7
Buy
Oct 02, 2024
PAY
Payfare
―
▼ 69.22%
2
Close
Oct 01, 2024
MG
Magna International
―
▼ 38.10%
3
Close
Sep 17, 2024
CLS
Celestica
2.83%
▲ 132.83%
6
Buy
Sep 04, 2024
DFY
Definity Financial Corp.
0.55%
▲ 33.73%
5
Buy
Aug 01, 2024