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equity - New Portfolio

PerformancePortfolio Details

jose

equity
Individual Investor
Ranked #52,190 out of 783,334 TipRanks' Investors
Success Rate
67%
197 out of 293
profitable transactions
Average Return
27.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.00%
6-Month Return▲ 10.23%
12-Month Return▲ 24.41%
YTD Return▲ 1.72%
Total Return▲ 42.59%

Best Trade

AssetTenaz Energ... (TNZ)
Opened at
Closed at-
Gain▲ 573.81%

Bio

concentrated in a few sectors

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.11%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 7.01%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.31%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.20%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.37%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.00%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.75%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 1.72%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.11%
▲ 8.13%▲ 1.21%▲ 7.01%
▼ 13.14%▲ 2.34%▼ 0.31%
▲ 2.93%▲ 2.10%▲ 5.20%
▲ 9.99%▼ 0.89%▼ 0.37%
▲ 26.04%▲ 5.96%▲ 5.00%
▲ 5.93%▼ 2.41%▼ 1.75%
▲ 2.91%▲ 3.15%▲ 1.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GATO
Gatos Silver
―
▲ 289.11%
3
Close
Jan 15, 2025
GATO
Gatos Silver
―
▲ 221.68%
2
Close
Jan 15, 2025
AG
First Majestic Silver
0.77%
▼ 1.77%
1
Open
Jan 15, 2025
AG
First Majestic Silver
1.67%
▼ 0.50%
1
Open
Jan 15, 2025
BZAM
BZAM
―
▼ 94.79%
2
Close
Sep 11, 2024
THNK
Think Research Corporation
―
▼ 22.12%
3
Close
Apr 22, 2024
HYI
Horizon HighYldBnd E
―
▲ 5.57%
3
Close
Mar 28, 2024
BIR
Birchcliff Energy
0%
▼ 17.27%
1
Open
Oct 13, 2023
FLG
Flagstar Financial
0%
▼ 62.54%
4
Sell
Aug 24, 2023
AQN
Algonquin Power & Utilities
0%
▼ 29.24%
3
Sell
Aug 24, 2023
LB
Laurentian Bank
0.45%
▲ 0.07%
5
Sell
Aug 24, 2023
EFX
Enerflex
0%
▲ 67.70%
10
Sell
Jul 18, 2023
CTS
Converge Technology Solutions Corp
0%
▼ 13.05%
5
Sell
Jul 18, 2023
BOS
Airboss of America
0.51%
▼ 26.62%
8
Buy
Jul 18, 2023
CHE.UN
Chemtrade Logistics
6.08%
▲ 35.52%
4
Buy
Jul 18, 2023
CEU
CES Energy Solutions
1.62%
▲ 234.74%
6
Sell
Jul 18, 2023
DFN
Dividend 15 Split Corp
0%
▲ 8.44%
7
Sell
Jul 18, 2023
KEL
Kelt Exploration
0%
▲ 41.01%
2
Sell
Jul 18, 2023
WCP
Whitecap Resources
0.93%
▲ 12.07%
4
Buy
Jul 18, 2023
AD.UN
Alaris Royalty
3.86%
▲ 43.00%
2
Buy
Jul 18, 2023