New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #68,582 out of 794,241 TipRanks' Investors
Success Rate
79%
19 out of 24
profitable transactions
Average Return
37.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.23%
6-Month Return▲ 1.87%
12-Month Return▲ 7.38%
YTD Return▲ 2.72%
Total Return▲ 65.91%

Best Trade

Opened at
Closed at-
Gain▲ 192.38%

Bio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.83%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.47%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.99%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.55%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.93%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 0.21%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 2.95%
▲ 10.00%▼ 0.89%▼ 0.83%
▲ 26.01%▲ 5.96%▲ 4.47%
▲ 5.33%▼ 2.41%▼ 3.99%
▲ 5.87%▲ 2.69%▲ 3.96%
▼ 12.86%▼ 1.27%▲ 0.55%
▼ 1.80%▼ 5.57%▼ 1.93%
▲ 0.58%▲ 0.28%▲ 0.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abrdn Asia-Pacific Income Fund VCC
1.44%
▲ 30.30%
3
Sell
Dec 30, 2024
Telus
4.94%
▼ 3.42%
3
Buy
Dec 30, 2024
Fortis
4.07%
▲ 29.87%
2
Buy
Dec 30, 2024
Brookfield Wealth Solutions
▲ 33.19%
2
Close
Dec 30, 2024
Cargojet
▲ 0.82%
2
Close
Dec 30, 2024
Brookfield Asset Management Ltd. Class A
1.82%
▼ 8.84%
1
Open
Dec 30, 2024
Enbridge
19.25%
▲ 69.16%
2
Buy
Jan 21, 2022
Ovintiv
0.77%
▲ 100.74%
2
Sell
Jan 21, 2022
Cenovus Energy
5.31%
▲ 66.19%
2
Buy
Jan 21, 2022
Teck Resources Limited
2.11%
▲ 157.89%
2
Buy
Jan 21, 2022
Westshore Terminals
2.14%
▲ 12.53%
1
Open
Jan 21, 2022
Brookfield Corporation
7.89%
▲ 45.81%
1
Open
Jan 21, 2022
Royal Bank Of Canada
25.06%
▲ 27.66%
1
Open
Jan 21, 2022
Toronto Dominion Bank
15.69%
▼ 2.63%
1
Open
Jan 21, 2022
IGM Financial
1.32%
▲ 49.53%
1
Open
Mar 10, 2021
Bank Of Nova Scotia
5.79%
▲ 8.18%
1
Open
Mar 10, 2021
Algonquin Power & Utilities
0.82%
▼ 51.88%
1
Open
Mar 10, 2021