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Feb 21 2023 - New Portfolio

Phil

Feb 21 2023
Individual Investor
Ranked #319,209 out of 799,891 TipRanks' Investors
Success Rate
52%
554 out of 1066
profitable transactions
Average Return
7.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.11%
6-Month Return▲ 0.67%
12-Month Return▲ 21.06%
YTD Return▲ 0.57%
Total Return▲ 83.58%

Best Trade

Opened at
Closed at
Gain▲ 220.91%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.75%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 19.41%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 7.63%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 2.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.56%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.88%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 9.27%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.75%
▲ 25.97%▲ 5.96%▲ 19.41%
▲ 5.41%▼ 2.41%▼ 7.63%
▲ 6.02%▲ 2.69%▲ 2.09%
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▼ 7.56%
▲ 1.76%▼ 0.87%▲ 0.88%
▲ 11.76%▲ 7.15%▲ 9.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank Of Montreal
▲ 1.83%
5
Close
May 15, 2025
Bank Of Montreal
1.28%
▲ 3.34%
2
Buy
May 15, 2025
Invesco QQQ Trust
2.53%
▲ 1.21%
34
Buy
May 14, 2025
Horizons Global Semiconductor Index ETF Trust Units
1.89%
▲ 7.74%
3
Buy
May 14, 2025
Costco
▲ 8.69%
13
Close
May 13, 2025
Stantec
1.78%
▲ 14.96%
4
Buy
May 13, 2025
Brookfield Infrastructure
2.05%
▲ 3.00%
4
Buy
May 13, 2025
International Business Machines
▲ 4.93%
4
Close
May 13, 2025
Pembina Pipeline
1.17%
▼ 4.09%
4
Sell
May 13, 2025
Vanguard FTSE Developed ex North America High Dividend Yield
▲ 0.63%
2
Close
May 13, 2025
Celestica
1.53%
▲ 15.80%
2
Buy
May 13, 2025
Secure Energy Services
1.42%
▲ 8.23%
2
Buy
May 13, 2025
Copa Holdings
1.73%
▲ 3.85%
2
Buy
May 13, 2025
ARC Resources
1.25%
▲ 4.82%
1
Open
May 13, 2025
Companhia De Saneamento
1.71%
▲ 1.72%
1
Open
May 13, 2025
Qifu Technology
1.18%
▼ 3.30%
1
Open
May 12, 2025
Sea
▼ 10.78%
16
Close
May 09, 2025
Mercadolibre
2.67%
▲ 22.26%
16
Buy
May 08, 2025
AbbVie
▲ 13.37%
3
Close
May 08, 2025
Northland Power
2.01%
▲ 12.97%
2
Buy
May 05, 2025