El retiro - New Portfolio

EDDY

El retiro
Individual Investor
Ranked #5,847 out of 757,311 TipRanks' Investors
Success Rate
92%
133 out of 145
profitable transactions
Average Return
15.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.45%
6-Month Return▲ 7.25%
12-Month Return▲ 32.32%
YTD Return▲ 18.67%
Total Return▲ 29.71%

Best Trade

Opened at
Closed at-
Gain▲ 148.29%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.84%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.97%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.84%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.83%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.68%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.43%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.95%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.84%
▲ 5.05%▲ 3.27%▲ 1.97%
▼ 12.40%▼ 4.03%▼ 3.52%
▲ 11.46%▲ 5.06%▲ 3.84%
▼ 2.25%▲ 3.53%▲ 1.83%
▲ 25.76%▲ 1.21%▲ 1.68%
▼ 4.21%▲ 2.34%▲ 2.43%
▲ 2.65%▼ 0.40%▲ 0.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P500 Indx
3.78%
▲ 6.79%
24
Buy
Sep 11, 2024
Microsoft
6.27%
▲ 19.98%
3
Buy
Sep 06, 2024
AT&T
▲ 47.49%
4
Close
Sep 03, 2024
Amazon
4.7%
▲ 12.92%
7
Buy
Aug 29, 2024
iShares S&P/TSX 60 Index ETF
1.41%
▲ 11.69%
10
Buy
Aug 29, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
2.14%
▲ 10.92%
2
Buy
Aug 27, 2024
Enbridge
▲ 10.63%
2
Close
Aug 07, 2024
iShares Core Equity ETF Portfolio Trust Units
0.39%
▲ 6.83%
9
Buy
Aug 07, 2024
Costco
4.72%
▲ 19.05%
8
Buy
Aug 05, 2024
Suncor Energy
1.08%
▲ 5.15%
4
Buy
Aug 01, 2024
Merck & Company
1.12%
▲ 10.97%
3
Buy
Jul 31, 2024
Bank Of Montreal
1.82%
▲ 2.61%
10
Buy
Jul 30, 2024
BMO Money Market Fund Trust Units Series -ETF-
3.52%
▲ 1.44%
3
Buy
Jul 30, 2024
Visa
3.39%
▲ 18.06%
2
Buy
Jul 24, 2024
Mastercard
3.52%
▲ 18.90%
4
Buy
Jun 29, 2024
Starbucks
1.85%
▲ 11.34%
9
Buy
May 29, 2024
SPDR Dow Jones Industrial Average ETF Trust
2.41%
▲ 13.32%
2
Buy
May 24, 2024
Royal Bank Of Canada
0.59%
▲ 21.33%
3
Buy
May 22, 2024
Enbridge
▲ 9.94%
4
Close
May 17, 2024
iShares Equal Weight Banc & Lifeco ETF Trust Units
▲ 9.63%
2
Close
May 07, 2024