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Personal - New Portfolio

PerformancePortfolio Details

Personal
Individual Investor
Ranked #64,561 out of 859,217 TipRanks' Investors
Success Rate
73%
113 out of 155
profitable transactions
Average Return
27.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.57%
6-Month Return▲ 19.10%
12-Month Return▲ 57.87%
YTD Return▲ 12.16%
Total Return▲ 94.74%

Best Trade

AssetDundee Prec... (DPM)
Opened at
Closed at-
Gain▲ 468.68%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 5.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.83%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 3.33%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.99%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.19%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.20%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 0.44%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 2.79%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 5.11%
▲ 10.96%▲ 2.38%▲ 1.83%
▼ 3.68%▲ 0.19%▲ 3.33%
▼ 0.10%▲ 0.08%▲ 1.99%
▲ 4.06%▲ 1.47%▲ 5.19%
▼ 1.12%▼ 0.86%▲ 4.20%
▲ 0.60%▼ 4.94%▼ 0.44%
▲ 10.48%▲ 6.78%▲ 2.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ENB
Enbridge
14.3%
▲ 26.64%
6
Buy
Apr 08, 2026
KEY
Keyera Corp.
0.3%
▲ 18.61%
4
Buy
Apr 08, 2026
CNQ
Canadian Natural
6.84%
▲ 29.37%
5
Buy
Apr 08, 2026
MSFT
Microsoft
1.2%
▲ 5.79%
3
Buy
Apr 08, 2026
GOOGL
Alphabet Class A
―
▲ 141.34%
2
Close
Apr 08, 2026
NVDA
Nvidia
1.22%
▲ 308.90%
3
Sell
Apr 08, 2026
CNR
Canadian National Railway
0.13%
▲ 4.35%
3
Buy
Apr 08, 2026
CHE.UN
Chemtrade Logistics
3.78%
▲ 21.01%
4
Buy
Apr 08, 2026
CVE
Cenovus Energy
0.47%
▲ 23.50%
4
Buy
Apr 08, 2026
T
Telus
0.84%
▼ 10.31%
4
Buy
Apr 08, 2026
ARX
ARC Resources
―
▲ 3.70%
2
Close
Apr 08, 2026
HDIV
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0.61%
▲ 8.70%
2
Buy
Apr 08, 2026
HHIS
Harvest Diversified High Income Shares ETF Trust Units A
0.33%
▲ 3.62%
3
Buy
Apr 08, 2026
HTA
Harvest Tech Achievers Growth & Income ETF
0.19%
▲ 5.08%
3
Buy
Apr 08, 2026
HTAE
Harvest Tech Achievers Enhanced Income ETF Trust Units A
0.09%
▲ 6.32%
3
Buy
Apr 08, 2026
MFC
Manulife Financial
4.05%
▲ 12.03%
3
Buy
Apr 08, 2026
MSFH
Harvest Microsoft High Income Shares ETF
1.02%
▼ 3.71%
3
Buy
Apr 08, 2026
MSTY
Harvest MicroStrategy High Income Shares ETF Trust Units A
0.25%
▼ 13.44%
3
Buy
Apr 08, 2026
NVDH
Harvest NVIDIA High Income Shares ETF
1.72%
▲ 9.21%
3
Buy
Apr 08, 2026
NVHE
Harvest NVIDIA Enhanced High Income Shares ETF
2.43%
▲ 11.46%
3
Buy
Apr 08, 2026