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New Portfolio - New Portfolio

PerformancePortfolio Details

Nona

New Portfolio
Individual Investor
Ranked #82,159 out of 781,107 TipRanks' Investors
Success Rate
64%
153 out of 238
profitable transactions
Average Return
21.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.80%
6-Month Return▲ 8.78%
12-Month Return▲ 36.50%
YTD Return▲ 1.63%
Total Return▲ 64.20%

Best Trade

AssetCelestica (CLS)
Opened at
Closed at-
Gain▲ 340.78%

Bio

Growth by misadventure

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.70%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.57%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.47%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.63%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 1.63%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.70%
▲ 8.13%▲ 1.21%▲ 5.00%
▼ 13.14%▲ 2.34%▼ 1.63%
▲ 2.93%▲ 2.10%▲ 1.57%
▲ 10.00%▼ 0.89%▲ 0.09%
▲ 26.04%▲ 5.96%▲ 7.47%
▲ 5.93%▼ 2.41%▼ 1.63%
▲ 7.55%▲ 1.96%▲ 1.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VHI
Vitalhub
0.47%
▲ 31.45%
4
Buy
Jan 13, 2025
METC
Ramaco Resources
0.35%
▼ 3.35%
5
Buy
Dec 19, 2024
MDA
MDA Ltd
0.58%
▲ 45.76%
4
Buy
Dec 18, 2024
FCPGX
Fidelity Small Cap Growth Fund
0.21%
▼ 5.53%
1
Open
Nov 29, 2024
WMT
Walmart
0.25%
▲ 26.39%
4
Buy
Nov 15, 2024
BNS
Bank Of Nova Scotia
1.92%
▲ 19.77%
6
Buy
Nov 05, 2024
AD.UN
Alaris Royalty
0.15%
▲ 9.23%
3
Buy
Nov 04, 2024
XUS
iShares CoreSP500Idx
0.34%
▲ 8.28%
3
Buy
Oct 29, 2024
CP
Canadian Pacific Kansas City
2.42%
▲ 12.07%
9
Buy
Oct 16, 2024
TFII
TFI International
2.08%
▲ 18.01%
9
Buy
Oct 16, 2024
LIVR
Intelligent Livermore ETF
0.18%
▼ 3.07%
1
Open
Oct 09, 2024
NGD
New Gold
0.17%
▲ 6.61%
1
Open
Oct 09, 2024
V
Visa
0.97%
▲ 15.64%
1
Open
Oct 09, 2024
GRN
Greenlane Renewables Inc
―
▼ 92.74%
5
Close
Oct 03, 2024
NVDA
Nvidia
2.13%
▲ 50.89%
5
Sell
Oct 03, 2024
CS
Capstone Copper
0.19%
▲ 22.17%
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
3.45%
▲ 179.53%
6
Buy
Sep 04, 2024
DFY
Definity Financial Corp.
0.53%
▲ 27.39%
5
Buy
Aug 01, 2024