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New Portfolio - New Portfolio

Clifford Spencer

New Portfolio
Individual Investor
Ranked #245,152 out of 744,106 TipRanks' Investors
Success Rate
57%
102 out of 180
profitable transactions
Average Return
2.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.55%
6-Month Return▼ 0.20%
12-Month Return▼ 2.41%
YTD Return▼ 0.40%
Total Return▲ 67.72%

Best Trade

Opened at
Closed at
Gain▲ 96.61%

Bio

Trial portfolio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 11.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.94%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 2.32%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.45%
Jun 2024
▼ 11.30%
▲ 1.33%
▲ 3.15%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 11.16%
▼ 1.87%▲ 1.59%▼ 2.94%
▲ 14.08%▲ 5.22%▼ 2.32%
▲ 5.05%▲ 3.27%▲ 4.58%
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 11.46%▲ 5.06%▲ 4.71%
▼ 2.25%▲ 3.53%▼ 4.45%
▼ 11.30%▲ 1.33%▲ 3.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Algonquin Power & Utilities
0.58%
▲ 7.16%
6
Buy
Jun 21, 2024
KraneShares China Internet and Covered Call Strategy ETF
44.96%
▲ 3.13%
23
Buy
Jun 21, 2024
Canadian Bank of Commerce
7.32%
▲ 15.36%
7
Buy
Jun 21, 2024
Inovalis REIT
1.65%
▼ 35.09%
7
Buy
Jun 21, 2024
NorthWest Healthcare Properties REIT
6.67%
▲ 1.82%
13
Buy
Jun 21, 2024
Toronto Dominion Bank
2.21%
▼ 3.06%
5
Buy
Jun 18, 2024
Harvest Diversified Monthly Income ETF Trust Units A
4.7%
▲ 10.05%
12
Buy
Jun 11, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
2.25%
▼ 0.35%
11
Buy
Jun 11, 2024
YieldMax TSLA Option Income Strategy ETF
3.4%
▲ 22.65%
4
Buy
Jun 11, 2024
RBC Canadian Bank Yield Index ETF
7.44%
▲ 3.20%
7
Buy
Jun 05, 2024
Royal Bank Of Canada
10.78%
▲ 28.00%
8
Buy
Jun 05, 2024
Brookfield Renewable Partners
5.99%
▲ 20.29%
9
Buy
Apr 04, 2024
Bank Of Montreal
1.04%
▲ 4.81%
7
Buy
Mar 12, 2024
General Motors
0.93%
▲ 45.03%
2
Buy
Feb 09, 2024
Jushi Holdings
▲ 29.85%
4
Close
Nov 09, 2023
Pieridae Energy
▲ 35.00%
5
Close
Oct 13, 2023
Telus
▼ 14.60%
2
Close
Oct 13, 2023
Vision Lithium Inc
▼ 13.33%
2
Close
Oct 13, 2023
Tesla
▲ 7.93%
2
Close
Oct 13, 2023
Nevada Copper
▼ 45.61%
2
Close
Oct 13, 2023