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equity - New Portfolio
jose
equityIndividual Investor
Ranked #34,572 out of 815,805 TipRanks' Investors
Success Rate
213 out of 296
profitable transactions
profitable transactions
Average Return
41.72%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.92%
6-Month Return▲ 20.92%
12-Month Return▲ 33.56%
YTD Return▲ 23.65%
Total Return▲ 73.12%
Best Trade
Bio
concentrated in a few sectors
Performance
27.87%0-27.87%
▲ 6.03%
▲ 2.69%
▲ 1.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.03%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.81%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.39%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.09%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 3.21%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 5.71%
Aug 2025
▲ 6.03%▲ 2.69%▲ 1.74%
▼ 12.86%▼ 1.27%▲ 0.51%
▼ 1.80%▼ 5.57%▲ 1.03%
▲ 1.84%▼ 0.87%▼ 2.81%
▲ 12.20%▲ 6.28%▲ 7.39%
▲ 6.24%▲ 5.14%▲ 5.09%
▲ 27.87%▲ 2.30%▲ 3.21%
▲ 7.86%▲ 2.66%▲ 5.71%
Recent Activity
CI Financial
―
▲ 149.37%
5
Close
Aug 14, 2025
Calibre Mining
―
▲ 225.15%
3
Close
Jun 18, 2025
Equinox Gold
0.28%
▲ 33.29%
1
Open
Jun 18, 2025
Veren
―
▲ 0.27%
12
Close
May 09, 2025
Whitecap Resources
6.81%
▲ 26.32%
5
Buy
May 09, 2025
Converge Technology Solutions Corp
―
▲ 47.97%
6
Close
Apr 23, 2025
Quisitive Technology Solutions
―
▼ 13.17%
3
Close
Mar 12, 2025
Canadian Western Bank
―
▲ 150.79%
7
Close
Feb 04, 2025
National Bank of Canada
3.34%
▲ 15.96%
1
Open
Feb 04, 2025
Gatos Silver
―
▲ 289.11%
3
Close
Jan 15, 2025
Gatos Silver
―
▲ 221.68%
2
Close
Jan 15, 2025
First Majestic Silver
1.01%
▲ 59.18%
1
Open
Jan 15, 2025
First Majestic Silver
2.19%
▲ 53.39%
1
Open
Jan 15, 2025
BZAM
―
▼ 94.79%
2
Close
Sep 11, 2024
Think Research Corporation
―
▼ 22.12%
3
Close
Apr 22, 2024
Horizon HighYldBnd E
―
▲ 5.57%
3
Close
Mar 28, 2024
Birchcliff Energy
0%
▼ 9.93%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 50.04%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 6.59%
3
Sell
Aug 24, 2023
Laurentian Bank
0.45%
▲ 15.20%
5
Sell
Aug 24, 2023