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New Portfolio - New Portfolio

David Mckellar

New Portfolio
Individual Investor
Ranked #140,581 out of 796,328 TipRanks' Investors
Success Rate
52%
27 out of 52
profitable transactions
Average Return
26.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.02%
6-Month Return▼ 4.45%
12-Month Return▲ 35.17%
YTD Return▼ 0.35%
Total Return▲ 33.23%

Best Trade

Opened at
Closed at-
Gain▲ 557.45%

Bio

Learning as I go

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 8.97%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 5.42%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 2.86%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 3.91%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 1.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.64%
Mar 2025
▼ 6.42%
▼ 5.90%
▼ 4.81%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 8.97%
▲ 10.00%▼ 0.89%▼ 5.42%
▲ 25.98%▲ 5.96%▲ 2.86%
▲ 5.36%▼ 2.41%▼ 3.91%
▲ 6.01%▲ 2.69%▲ 1.83%
▼ 12.86%▼ 1.27%▲ 3.46%
▼ 1.80%▼ 5.57%▼ 0.64%
▼ 6.42%▼ 5.90%▼ 4.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Western Bank
▲ 146.94%
3
Close
Feb 04, 2025
National Bank of Canada
5.77%
▼ 7.25%
1
Open
Feb 04, 2025
Northland Power
0.33%
▼ 44.38%
2
Buy
Apr 17, 2023
Medical Properties
1.44%
▼ 42.44%
5
Buy
Apr 17, 2023
iShr US HiYldIncm Un
▼ 2.61%
2
Close
Mar 29, 2023
iShares US High Yield Bond Index ETF (CAD-Hedged)
4.13%
▲ 16.89%
1
Open
Mar 29, 2023
RioCan Real Estate Investment
2.2%
▼ 1.16%
2
Buy
Mar 23, 2023
KraneShares Electric Vehicles & Future Mobility Index ETF
1.07%
▼ 43.59%
3
Buy
Mar 23, 2023
Vanguard FTSE Canada Index ETF
0.24%
▲ 29.18%
1
Open
Feb 21, 2023
Vanguard FTSE Canadian High Dividend Yield Index ETF
0%
▲ 21.09%
1
Open
Feb 21, 2023
Aduro Clean Technologies
0.4%
▲ 553.99%
2
Buy
Jan 15, 2023
Brompton Splt Banc A
1.17%
▲ 0.84%
2
Buy
Dec 22, 2022
Algonquin Power & Utilities
1.22%
▼ 26.14%
2
Buy
Dec 20, 2022
Bank Of Nova Scotia
3.49%
▲ 8.61%
2
Buy
Dec 14, 2022
Nexus Real Estate Investment
1.23%
▼ 9.14%
3
Buy
Oct 05, 2022
Stag Industrial
2.03%
▲ 10.46%
1
Open
Aug 10, 2022
Wajax Corporation
1.81%
▼ 2.06%
2
Buy
Aug 04, 2022
Manulife Financial
4.39%
▲ 97.02%
2
Buy
Aug 02, 2022
Power Corp of Canada
5.51%
▲ 69.19%
2
Buy
Aug 02, 2022
Capital Southwest
2.41%
▲ 36.30%
2
Buy
Jul 28, 2022