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equity - New Portfolio
jose
equityIndividual Investor
Ranked #22,995 out of 832,956 TipRanks' Investors
Success Rate
217 out of 296
profitable transactions
profitable transactions
Average Return
58.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.58%
6-Month Return▲ 25.30%
12-Month Return▲ 46.62%
YTD Return▲ 41.42%
Total Return▲ 97.89%
Best Trade
Bio
concentrated in a few sectors
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 7.40%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.09%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.26%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.92%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.20%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.27%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 2.90%
Nov 2025
▼ 1.11%
▼ 1.75%
▲ 0.95%
Dec 2025
▲ 11.63%▲ 6.28%▲ 7.40%
▲ 9.25%▲ 5.14%▲ 5.09%
▲ 7.60%▲ 2.30%▲ 3.26%
▲ 2.76%▲ 2.05%▲ 5.92%
▲ 12.88%▲ 3.56%▲ 4.20%
▲ 10.96%▲ 2.38%▲ 5.27%
▼ 3.57%▲ 0.19%▲ 2.90%
▼ 1.11%▼ 1.75%▲ 0.95%
Recent Activity
CI Financial
―
▲ 149.37%
5
Close
Aug 14, 2025
Calibre Mining
―
▲ 225.15%
3
Close
Jun 18, 2025
Equinox Gold
0.41%
▲ 124.97%
1
Open
Jun 18, 2025
Veren
―
▲ 0.27%
12
Close
May 09, 2025
Whitecap Resources
6.43%
▲ 40.08%
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
3.5%
▲ 40.44%
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
1.61%
▲ 191.25%
1
Open
Jan 15, 2025
First Majestic Silver
3.5%
▲ 180.83%
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%
▲ 2.85%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 48.36%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 0.60%
3
Sell
Aug 24, 2023
Laurentian Bank
0.49%
▲ 47.52%
5
Sell
Aug 24, 2023