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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #73,834 out of 781,107 TipRanks' Investors
Success Rate
83%
20 out of 24
profitable transactions
Average Return
42.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.33%
6-Month Return▲ 3.96%
12-Month Return▲ 16.00%
YTD Return▲ 3.31%
Total Return▲ 67.15%

Best Trade

Opened at
Closed at-
Gain▲ 250.25%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.83%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.46%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.82%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 3.31%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.97%
▲ 8.13%▲ 1.21%▲ 6.44%
▼ 13.14%▲ 2.34%▼ 4.69%
▲ 2.93%▲ 2.10%▲ 2.95%
▲ 10.00%▼ 0.89%▼ 0.83%
▲ 26.04%▲ 5.96%▲ 4.46%
▲ 5.93%▼ 2.41%▼ 3.82%
▲ 7.55%▲ 1.96%▲ 3.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abrdn Asia-Pacific Income Fund VCC
1.38%
▲ 26.19%
3
Sell
Dec 30, 2024
Telus
4.68%
▼ 6.47%
3
Buy
Dec 30, 2024
Fortis
3.61%
▲ 17.96%
2
Buy
Dec 30, 2024
Brookfield Wealth Solutions
▲ 33.20%
2
Close
Dec 30, 2024
Cargojet
▲ 0.83%
2
Close
Dec 30, 2024
Brookfield Asset Management Ltd. Class A
2.02%
▲ 2.08%
1
Open
Dec 30, 2024
Enbridge
18.9%
▲ 67.08%
2
Buy
Jan 21, 2022
Ovintiv
0.78%
▲ 109.10%
2
Sell
Jan 21, 2022
Cenovus Energy
5.51%
▲ 82.34%
2
Buy
Jan 21, 2022
Teck Resources Limited
2.41%
▲ 208.93%
2
Buy
Jan 21, 2022
Westshore Terminals
1.93%
▲ 2.05%
1
Open
Jan 21, 2022
Brookfield Corporation
8.46%
▲ 57.74%
1
Open
Jan 21, 2022
Royal Bank Of Canada
26%
▲ 34.11%
1
Open
Jan 21, 2022
Toronto Dominion Bank
14.66%
▼ 5.54%
1
Open
Jan 21, 2022
IGM Financial
1.28%
▲ 48.69%
1
Open
Mar 10, 2021
Bank Of Nova Scotia
6.15%
▲ 17.25%
1
Open
Mar 10, 2021
Algonquin Power & Utilities
0.69%
▼ 58.68%
1
Open
Mar 10, 2021