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equity - New Portfolio

jose

equity
Individual Investor
Ranked #32,004 out of 807,773 TipRanks' Investors
Success Rate
73%
215 out of 296
profitable transactions
Average Return
36.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.93%
6-Month Return▲ 15.78%
12-Month Return▲ 27.50%
YTD Return▲ 16.02%
Total Return▲ 62.53%

Best Trade

Opened at
Closed at-
Gain▲ 846.19%

Bio

concentrated in a few sectors

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 1.89%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 1.73%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.51%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.03%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.81%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.40%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.10%
Jun 2025
▲ 3.68%
▲ 0.93%
▲ 2.38%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 1.89%
▲ 6.03%▲ 2.69%▲ 1.73%
▼ 12.86%▼ 1.27%▲ 0.51%
▼ 1.80%▼ 5.57%▲ 1.03%
▲ 1.84%▼ 0.87%▼ 2.81%
▲ 12.20%▲ 6.28%▲ 7.40%
▲ 6.24%▲ 5.14%▲ 5.10%
▲ 3.68%▲ 0.93%▲ 2.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Calibre Mining
▲ 225.15%
3
Close
Jun 18, 2025
Equinox Gold
0.22%
▼ 0.12%
1
Open
Jun 18, 2025
Veren
▲ 0.27%
12
Close
May 09, 2025
Whitecap Resources
6.51%
▲ 16.08%
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
3.4%
▲ 13.89%
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
1.07%
▲ 64.68%
1
Open
Jan 15, 2025
First Majestic Silver
2.33%
▲ 57.74%
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%
▼ 1.23%
1
Open
Oct 13, 2023
Flagstar Financial
0%
▼ 55.94%
4
Sell
Aug 24, 2023
Algonquin Power & Utilities
0%
▼ 6.83%
3
Sell
Aug 24, 2023
Laurentian Bank
0.45%
▲ 13.09%
5
Sell
Aug 24, 2023
Enerflex
0%
▲ 28.89%
10
Sell
Jul 18, 2023