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equity - New Portfolio
jose
equityIndividual Investor
Ranked #32,867 out of 822,831 TipRanks' Investors
Success Rate
212 out of 296
profitable transactions
profitable transactions
Average Return
47.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.74%
6-Month Return▲ 35.44%
12-Month Return▲ 29.01%
YTD Return▲ 29.32%
Total Return▲ 81.01%
Best Trade
Bio
concentrated in a few sectors
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▲ 1.03%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.75%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 7.40%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.09%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.24%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.92%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.20%
Sep 2025
▲ 5.92%
▼ 1.98%
▲ 0.04%
Oct 2025
▼ 6.38%▼ 5.57%▲ 1.03%
▲ 0.80%▼ 0.87%▼ 2.75%
▲ 11.63%▲ 6.28%▲ 7.40%
▲ 9.25%▲ 5.14%▲ 5.09%
▲ 7.60%▲ 2.30%▲ 3.24%
▲ 2.76%▲ 2.05%▲ 5.92%
▲ 12.88%▲ 3.56%▲ 4.20%
▲ 5.92%▼ 1.98%▲ 0.04%
Recent Activity
CI Financial
―
▲ 149.37%
5
Close
Aug 14, 2025
Calibre Mining
―
▲ 225.15%
3
Close
Jun 18, 2025
Equinox Gold
0.38%
▲ 90.97%
1
Open
Jun 18, 2025
Veren
―
▲ 0.27%
12
Close
May 09, 2025
Whitecap Resources
6.53%
▲ 28.86%
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
3.32%
▲ 22.06%
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
1.44%
▲ 135.34%
1
Open
Jan 15, 2025
First Majestic Silver
3.14%
▲ 130.85%
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%
▼ 17.23%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 55.48%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 4.03%
3
Sell
Aug 24, 2023
Laurentian Bank
0.43%
▲ 18.26%
5
Sell
Aug 24, 2023