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New Portfolio - New Portfolio

SmallTown Dividends

New Portfolio
Individual Investor
Ranked #88,600 out of 783,845 TipRanks' Investors
Success Rate
64%
345 out of 540
profitable transactions
Average Return
20.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.68%
6-Month Return▲ 8.03%
12-Month Return▲ 41.73%
YTD Return▲ 3.93%
Total Return▲ 171.14%

Best Trade

Opened at
Closed at
Gain▲ 398.27%

Bio

Financial Independence through dividends....

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.59%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 9.76%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 9.37%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 4.41%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.42%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.22%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 3.93%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 3.59%
▲ 8.13%▲ 1.21%▲ 9.76%
▼ 13.14%▲ 2.34%▼ 9.37%
▲ 2.93%▲ 2.10%▲ 2.40%
▲ 9.99%▼ 0.89%▲ 4.41%
▲ 26.04%▲ 5.96%▲ 6.42%
▲ 5.93%▼ 2.41%▼ 0.22%
▲ 4.87%▲ 3.24%▲ 3.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BCE
▼ 18.92%
19
Close
Nov 30, 2024
Titanium Transportation
▲ 0.29%
7
Close
Nov 30, 2024
Bank Of Montreal
0.51%
▲ 26.58%
14
Sell
Aug 11, 2024
Kinder Morgan
3.27%
▲ 77.10%
7
Buy
Aug 11, 2024
DraftKings
0.98%
▲ 9.36%
4
Buy
Aug 11, 2024
Telus
3.72%
▼ 3.36%
15
Buy
Jun 23, 2024
WELL Health Technologies Corp
0.57%
▼ 24.76%
5
Open
Jun 23, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
4.4%
▲ 25.50%
8
Buy
Jun 23, 2024
Horizons Canadian Oil and Gas Equity Covered Call ETF
1.71%
▲ 14.65%
8
Buy
Jun 23, 2024
Harvest Tech Achievers Enhanced Income ETF Trust Units A
5.04%
▲ 13.94%
4
Buy
Jun 23, 2024
Energy Transfer
▲ 5.87%
4
Close
Jun 23, 2024
Canadian Western Bank
▲ 61.92%
2
Close
Jun 23, 2024
IsoEnergy
0.45%
▼ 28.89%
1
Open
Jun 23, 2024
ATCO Ltd Cl I NV
▼ 1.48%
16
Close
Apr 29, 2024
ARC Resources
4.37%
▲ 175.41%
17
Buy
Apr 29, 2024
goeasy
9.77%
▲ 62.67%
11
Sell
Apr 29, 2024
Polaris Infrastructure
1.78%
▼ 4.52%
25
Buy
Apr 29, 2024
Realty Income
8.6%
▲ 4.20%
16
Sell
Apr 29, 2024
Cisco Systems
2.97%
▲ 32.11%
9
Buy
Apr 29, 2024
Global X NASDAQ 100 Covered Call ETF
2.67%
▲ 15.24%
1
Open
Apr 29, 2024