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equity - New Portfolio
jose
equityIndividual Investor
Ranked #47,032 out of 792,946 TipRanks' Investors
Success Rate
193 out of 294
profitable transactions
profitable transactions
Average Return
26.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.03%
6-Month Return▲ 6.76%
12-Month Return▲ 19.51%
YTD Return▲ 3.05%
Total Return▲ 44.26%
Best Trade
Bio
concentrated in a few sectors
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.20%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.37%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 1.90%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 1.74%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.51%
Feb 2025
▲ 2.95%
▼ 4.80%
▲ 0.78%
Mar 2025
▼ 13.14%▲ 2.34%▼ 0.31%
▲ 2.93%▲ 2.10%▲ 5.20%
▲ 10.00%▼ 0.89%▼ 0.37%
▲ 26.01%▲ 5.96%▲ 5.00%
▲ 5.39%▼ 2.41%▼ 1.90%
▲ 5.83%▲ 2.69%▲ 1.74%
▼ 12.86%▼ 1.27%▲ 0.51%
▲ 2.95%▼ 4.80%▲ 0.78%
Recent Activity
Quisitive Technology Solutions
―
▼ 13.17%
3
Close
Mar 12, 2025
Canadian Western Bank
―
▲ 150.79%
7
Close
Feb 04, 2025
National Bank of Canada
3.13%
▼ 5.69%
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
0.92%
▲ 22.85%
1
Open
Jan 15, 2025
First Majestic Silver
2%
▲ 23.46%
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%
▼ 10.01%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 52.58%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 16.23%
3
Sell
Aug 24, 2023
Laurentian Bank
0.43%
▼ 4.51%
5
Sell
Aug 24, 2023
Enerflex
0%
▲ 30.70%
10
Sell
Jul 18, 2023
Converge Technology Solutions Corp
0%
▲ 35.12%
5
Sell
Jul 18, 2023
Airboss of America
0.47%
▼ 28.58%
8
Buy
Jul 18, 2023
Chemtrade Logistics
5.68%
▲ 28.45%
4
Buy
Jul 18, 2023
CES Energy Solutions
1.37%
▲ 182.27%
6
Sell
Jul 18, 2023
Dividend 15 Split Corp
0%
▲ 0.66%
7
Sell
Jul 18, 2023