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New Portfolio - New Portfolio

PerformancePortfolio Details

Lance Windsor-Brown

New Portfolio
Individual Investor
Ranked #37,001 out of 747,498 TipRanks' Investors
Success Rate
70%
147 out of 209
profitable transactions
Average Return
19.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.43%
6-Month Return▼ 4.78%
12-Month Return▼ 12.60%
YTD Return▼ 9.04%
Total Return▲ 68.24%

Best Trade

AssetStandard Li... (SLI)
Opened at
Closed at
Gain▲ 236.73%

Bio

Energy heavy until pivot

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 8.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.01%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.05%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.66%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 7.21%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 5.82%
May 2024
▼ 2.25%
▲ 3.53%
▼ 12.94%
Jun 2024
▲ 25.65%
▲ 0.88%
▼ 6.55%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.62%
▼ 1.87%▲ 1.59%▼ 3.01%
▲ 14.08%▲ 5.22%▲ 8.05%
▲ 5.05%▲ 3.27%▲ 5.66%
▼ 12.40%▼ 4.03%▲ 7.21%
▲ 11.46%▲ 5.06%▼ 5.82%
▼ 2.25%▲ 3.53%▼ 12.94%
▲ 25.65%▲ 0.88%▼ 6.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
STWD
Starwood Property
6.12%
▲ 1.24%
3
Open
Jul 08, 2024
EIT.UN
Canoe EIT Income Fund
0%
▲ 3.09%
1
Open
Jun 28, 2024
PEY
Peyto Exploration & Dev
11%
▲ 7.20%
11
Buy
Jun 26, 2024
SU
Suncor Energy
17.21%
▲ 101.35%
49
Open
Jun 25, 2024
SU
Suncor Energy
―
▲ 21.32%
32
Close
Jun 25, 2024
CIM
Chimera Investment
―
▲ 12.20%
2
Close
Jun 24, 2024
EPD
Enterprise Products Partners
―
▲ 3.52%
1
Close
Jun 24, 2024
ENB
Enbridge
27.25%
▲ 5.78%
12
Buy
Jun 18, 2024
ENB
Enbridge
―
▲ 3.78%
3
Close
Jun 18, 2024
WCP
Whitecap Resources
―
▲ 9.54%
7
Close
Jun 18, 2024
MFA
MFA Financial
0%
▲ 9.79%
1
Open
Jun 02, 2024
WES
Western Midstream Partners
15.72%
▲ 10.84%
2
Buy
May 23, 2024
RIO
Rio Tinto
―
▼ 2.80%
2
Close
May 23, 2024
CJ
Cardinal Energy
8.69%
▲ 4.70%
13
Buy
May 21, 2024
MULN
Mullen Automotive
0.01%
▼ 92.25%
6
Buy
Apr 24, 2024
DVN
Devon Energy
―
▲ 12.95%
5
Close
Apr 20, 2024
AGNC
AGNC Investment
4.07%
▲ 3.31%
7
Open
Apr 08, 2024
NLY
Annaly Capital
―
▲ 3.62%
3
Close
Apr 05, 2024
BNS
Bank Of Nova Scotia
9.94%
▲ 12.88%
13
Sell
Feb 29, 2024
BYON
Beyond Inc
―
▲ 6.97%
14
Close
Feb 27, 2024