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New Portfolio - New Portfolio

PerformancePortfolio Details

Lance Windsor-Brown

New Portfolio
Individual Investor
Ranked #52,090 out of 788,370 TipRanks' Investors
Success Rate
73%
185 out of 255
profitable transactions
Average Return
16.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 28.98%
6-Month Return▼ 73.63%
12-Month Return▼ 81.32%
YTD Return▼ 41.72%
Total Return▼ 53.07%

Best Trade

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

Bio

Energy heavy until pivot

Performance

41.43%0-41.43%
▲ 8.13%
▲ 1.21%
▼ 9.40%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 26.51%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 41.43%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 7.34%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 16.89%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 19.49%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 24.45%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 22.86%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 9.40%
▼ 13.14%▲ 2.34%▼ 26.51%
▲ 2.93%▲ 2.10%▼ 41.43%
▲ 9.99%▼ 0.89%▼ 7.34%
▲ 26.03%▲ 5.96%▲ 16.89%
▲ 5.94%▼ 2.41%▼ 19.49%
▲ 5.25%▲ 2.69%▼ 24.45%
▼ 10.49%▼ 0.31%▼ 22.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SRZN
Surrozen
0%
▲ 24.16%
6
Open
Feb 17, 2025
PEP
PepsiCo
―
▲ 6.23%
1
Open
Jan 13, 2025
SU
Suncor Energy
29.19%
▲ 73.78%
66
Buy
Dec 27, 2024
T
Telus
13.3%
▲ 4.61%
8
Buy
Dec 20, 2024
PEY
Peyto Exploration & Dev
17%
▲ 13.33%
15
Sell
Dec 19, 2024
SU
Suncor Energy
8.18%
▲ 19.65%
36
Open
Dec 17, 2024
STWD
Starwood Property
―
▲ 1.13%
6
Close
Dec 17, 2024
CVE
Cenovus Energy
―
▼ 2.48%
3
Close
Nov 28, 2024
CVE
Cenovus Energy
10.66%
▼ 5.44%
1
Open
Nov 28, 2024
MFA
MFA Financial
―
▲ 10.60%
2
Close
Nov 22, 2024
PAAS
Pan American Silver
―
▼ 10.54%
2
Close
Nov 22, 2024
VZ
Verizon
―
▲ 6.70%
2
Close
Nov 22, 2024
CJ
Cardinal Energy
10.09%
▲ 4.84%
16
Buy
Nov 11, 2024
AGNC
AGNC Investment
―
▲ 1.44%
13
Close
Nov 11, 2024
MULN
Mullen Automotive
―
▼ 99.26%
9
Buy
Nov 01, 2024
ENB
Enbridge
11.58%
▲ 7.44%
5
Buy
Oct 06, 2024
WES
Western Midstream Partners
―
▲ 1.87%
4
Close
Sep 07, 2024
BNS
Bank Of Nova Scotia
―
▲ 10.70%
16
Close
Aug 21, 2024
ENB
Enbridge
―
▲ 10.81%
14
Close
Aug 21, 2024
EIT.UN
Canoe EIT Income Fund
―
▲ 3.47%
2
Close
Jul 25, 2024