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New Portfolio - New Portfolio

PerformancePortfolio Details

Clifford Spencer

New Portfolio
Individual Investor
Ranked #112,075 out of 769,002 TipRanks' Investors
Success Rate
67%
120 out of 180
profitable transactions
Average Return
8.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.49%
6-Month Return▲ 6.10%
12-Month Return▲ 21.71%
YTD Return▲ 7.80%
Total Return▲ 81.28%

Best Trade

AssetGeneral Motors (GM)
Opened at
Closed at-
Gain▲ 98.12%

Bio

Trial portfolio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.45%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 7.51%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.21%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.90%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.95%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 0.19%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 11.46%▲ 5.06%▲ 4.71%
▼ 2.25%▲ 3.53%▼ 4.45%
▲ 25.72%▲ 1.21%▲ 7.51%
▼ 4.22%▲ 2.34%▲ 0.21%
▲ 7.82%▲ 2.10%▲ 5.90%
▲ 5.70%▼ 0.89%▼ 1.95%
▲ 23.63%▲ 3.84%▼ 0.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AQN
Algonquin Power & Utilities
0.46%
▼ 5.49%
6
Buy
Jun 21, 2024
KLIP
KraneShares China Internet and Covered Call Strategy ETF
38.9%
▲ 2.08%
23
Buy
Jun 21, 2024
CM
Canadian Bank of Commerce
9.94%
▲ 59.70%
7
Buy
Jun 21, 2024
INO.UN
Inovalis REIT
1.26%
▼ 44.07%
7
Buy
Jun 21, 2024
NWH.UN
NorthWest Healthcare Properties REIT
6.96%
▲ 9.07%
13
Buy
Jun 21, 2024
TD
Toronto Dominion Bank
2.25%
▲ 1.32%
5
Buy
Jun 18, 2024
HDIF
Harvest Diversified Monthly Income ETF Trust Units A
5.07%
▲ 23.64%
12
Buy
Jun 11, 2024
UMAX
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
2.32%
▲ 8.42%
11
Buy
Jun 11, 2024
TSLY
YieldMax TSLA Option Income Strategy ETF
3.09%
▲ 46.10%
4
Buy
Jun 11, 2024
RBNK
RBC Canadian Bank Yield Index ETF
8.85%
▲ 25.72%
7
Buy
Jun 05, 2024
RY
Royal Bank Of Canada
12.47%
▲ 47.12%
8
Buy
Jun 05, 2024
BEP.UN
Brookfield Renewable Partners
6.07%
▲ 19.60%
9
Buy
Apr 04, 2024
BMO
Bank Of Montreal
1.18%
▲ 21.71%
7
Buy
Mar 12, 2024
GM
General Motors
1.12%
▲ 70.79%
2
Buy
Feb 09, 2024
JUSH
Jushi Holdings
―
▲ 29.85%
4
Close
Nov 09, 2023
PEA
Pieridae Energy
―
▲ 35.00%
5
Close
Oct 13, 2023
T
Telus
―
▼ 14.60%
2
Close
Oct 13, 2023
VLI
Vision Lithium Inc
―
▼ 13.33%
2
Close
Oct 13, 2023
TSLA
Tesla
―
▲ 7.93%
2
Close
Oct 13, 2023
NCU
Nevada Copper
―
▼ 45.61%
2
Close
Oct 13, 2023