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equity - New Portfolio
jose
equityIndividual Investor
Ranked #32,268 out of 801,238 TipRanks' Investors
Success Rate
210 out of 295
profitable transactions
profitable transactions
Average Return
30.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.18%
6-Month Return▲ 6.69%
12-Month Return▲ 21.83%
YTD Return▲ 7.96%
Total Return▲ 51.24%
Best Trade
Bio
concentrated in a few sectors
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.32%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 1.89%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 1.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.03%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.84%
Apr 2025
▲ 12.25%
▲ 6.60%
▲ 7.57%
May 2025
▲ 9.99%▼ 0.89%▼ 0.32%
▲ 25.97%▲ 5.96%▲ 5.00%
▲ 5.42%▼ 2.41%▼ 1.89%
▲ 6.01%▲ 2.69%▲ 1.73%
▼ 12.86%▼ 1.27%▲ 0.50%
▼ 1.80%▼ 5.57%▲ 1.03%
▲ 1.76%▼ 0.87%▼ 2.84%
▲ 12.25%▲ 6.60%▲ 7.57%
Recent Activity
Veren
―
▲ 0.27%
12
Close
May 09, 2025
Whitecap Resources
6.33%
▲ 5.82%
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
3.28%
▲ 3.72%
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
0.76%
▲ 9.61%
1
Open
Jan 15, 2025
First Majestic Silver
1.65%
▲ 6.15%
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%
▼ 5.17%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 53.79%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 10.43%
3
Sell
Aug 24, 2023
Laurentian Bank
0.44%
▲ 2.04%
5
Sell
Aug 24, 2023
Enerflex
0%
▲ 20.54%
10
Sell
Jul 18, 2023
Airboss of America
0.49%
▼ 25.10%
8
Buy
Jul 18, 2023
Chemtrade Logistics
6.34%
▲ 50.65%
4
Buy
Jul 18, 2023