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New Portfolio - New Portfolio

Lance Windsor-Brown

New Portfolio
Individual Investor
Ranked #55,960 out of 780,819 TipRanks' Investors
Success Rate
71%
180 out of 254
profitable transactions
Average Return
16.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.09%
6-Month Return▲ 768.46%
12-Month Return▲ 735.59%
YTD Return▼ 15.29%
Total Return▲ 1387.90%

Best Trade

Opened at
Closed at
Gain▲ 236.73%

Bio

Energy heavy until pivot

Performance

1604.19%0-1604.19%
▲ 9.79%
▲ 3.53%
▼ 12.94%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 9.40%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 26.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1604.19%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 9.24%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 16.89%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 18.90%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 15.29%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 12.94%
▲ 8.13%▲ 1.21%▼ 9.40%
▼ 13.14%▲ 2.34%▼ 26.50%
▲ 2.93%▲ 2.10%▲ 1604.19%
▲ 10.00%▼ 0.89%▼ 9.24%
▲ 26.04%▲ 5.96%▲ 16.89%
▲ 5.93%▼ 2.41%▼ 18.90%
▲ 9.79%▲ 0.95%▼ 15.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PepsiCo
0%
▲ 1.41%
1
Open
Jan 13, 2025
Suncor Energy
29.22%
▲ 73.79%
66
Buy
Dec 27, 2024
Telus
12.04%
▼ 4.30%
8
Buy
Dec 20, 2024
Peyto Exploration & Dev
16.74%
▲ 12.40%
15
Sell
Dec 19, 2024
Suncor Energy
8.16%
▲ 19.59%
36
Open
Dec 17, 2024
Starwood Property
▲ 1.13%
6
Close
Dec 17, 2024
Cenovus Energy
▼ 2.48%
3
Close
Nov 28, 2024
Cenovus Energy
11.14%
▼ 2.66%
1
Open
Nov 28, 2024
MFA Financial
▲ 10.60%
2
Close
Nov 22, 2024
Pan American Silver
▼ 10.54%
2
Close
Nov 22, 2024
Verizon
▲ 6.70%
2
Close
Nov 22, 2024
Cardinal Energy
10.18%
▲ 5.29%
16
Buy
Nov 11, 2024
AGNC Investment
▲ 1.44%
13
Close
Nov 11, 2024
Mullen Automotive
0.02%
▼ 87.75%
9
Buy
Nov 01, 2024
Enbridge
12.5%
▲ 10.18%
5
Buy
Oct 06, 2024
Western Midstream Partners
▲ 1.87%
4
Close
Sep 07, 2024
Bank Of Nova Scotia
▲ 10.70%
16
Close
Aug 21, 2024
Enbridge
▲ 10.80%
14
Close
Aug 21, 2024
Canoe EIT Income Fund
▲ 3.47%
2
Close
Jul 25, 2024
Chimera Investment
▲ 12.20%
2
Close
Jun 24, 2024