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New Portfolio - New Portfolio

SmallTown Dividends

New Portfolio
Individual Investor
Ranked #127,577 out of 743,899 TipRanks' Investors
Success Rate
58%
313 out of 538
profitable transactions
Average Return
12.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.27%
6-Month Return▲ 3.56%
12-Month Return▲ 9.94%
YTD Return▲ 4.24%
Total Return▲ 70.49%

Best Trade

Opened at
Closed at
Gain▲ 398.27%

Bio

Financial Independence through dividends....

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.37%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.13%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.51%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.45%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 3.44%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.35%
▼ 1.87%▲ 1.59%▲ 1.37%
▲ 14.08%▲ 5.22%▲ 7.20%
▲ 5.05%▲ 3.27%▲ 2.13%
▼ 12.40%▼ 4.03%▼ 5.90%
▲ 11.46%▲ 5.06%▲ 10.51%
▼ 2.25%▲ 3.53%▼ 6.45%
▲ 0.26%▲ 0.21%▼ 3.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Telus
3.96%
▼ 9.66%
15
Buy
Jun 23, 2024
WELL Health Technologies Corp
0.49%
▼ 34.59%
5
Open
Jun 23, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
4.37%
▲ 4.70%
8
Buy
Jun 23, 2024
Horizons Canadian Oil and Gas Equity Covered Call ETF
1.98%
▲ 11.43%
8
Buy
Jun 23, 2024
Harvest Tech Achievers Enhanced Income ETF Trust Units A
5.75%
▲ 11.25%
4
Buy
Jun 23, 2024
Energy Transfer
▲ 5.88%
4
Close
Jun 23, 2024
Canadian Western Bank
▲ 61.92%
2
Close
Jun 23, 2024
IsoEnergy
0.66%
▼ 5.28%
1
Open
Jun 23, 2024
ATCO Ltd Cl I NV
▼ 1.48%
16
Close
Apr 29, 2024
ARC Resources
4.81%
▲ 171.92%
17
Buy
Apr 29, 2024
goeasy
12.11%
▲ 81.23%
11
Sell
Apr 29, 2024
Polaris Infrastructure
1.96%
▼ 8.37%
25
Buy
Apr 29, 2024
Realty Income
8.52%
▼ 2.67%
16
Sell
Apr 29, 2024
Cisco Systems
2.39%
▲ 0.73%
9
Buy
Apr 29, 2024
DraftKings
0.59%
▼ 12.86%
3
Buy
Apr 29, 2024
Global X NASDAQ 100 Covered Call ETF
2.66%
▲ 3.76%
1
Open
Apr 29, 2024
Suncor Energy
3.68%
▲ 29.19%
8
Buy
Apr 12, 2024
VICI Properties
1.35%
▲ 1.48%
10
Buy
Apr 12, 2024
BCE
1.48%
▼ 13.27%
17
Buy
Apr 12, 2024
Bank Of Montreal
2.23%
▼ 2.19%
13
Buy
Apr 12, 2024