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Personal - New Portfolio

Personal
Individual Investor
Ranked #75,768 out of 832,409 TipRanks' Investors
Success Rate
71%
57 out of 80
profitable transactions
Average Return
32.76%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.39%
6-Month Return▲ 20.54%
12-Month Return▲ 27.30%
YTD Return▲ 29.11%
Total Return▲ 70.81%

Best Trade

Opened at
Closed at-
Gain▲ 317.25%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.41%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.39%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.29%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 7.24%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.83%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 3.08%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.58%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.41%
▲ 9.25%▲ 5.14%▲ 3.39%
▲ 7.60%▲ 2.30%▲ 1.29%
▲ 2.76%▲ 2.05%▲ 7.24%
▲ 12.88%▲ 3.56%▲ 5.11%
▲ 10.96%▲ 2.38%▲ 1.83%
▼ 3.44%▲ 0.19%▲ 3.08%
▼ 0.68%▼ 0.24%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Invesco S&P US Total Market ESG Index ETF Trust Units -CAD Hedged-
▲ 6.46%
2
Close
Dec 08, 2025
First National Financial
▼ 0.06%
2
Close
Oct 23, 2025
Bank Of Nova Scotia
1.22%
▲ 67.65%
4
Buy
Oct 02, 2025
Enbridge
13.41%
▲ 37.11%
3
Buy
Oct 02, 2025
Bank Of Montreal
3.42%
▲ 71.22%
4
Sell
Oct 02, 2025
Fortis
0.14%
▲ 18.07%
2
Buy
Oct 02, 2025
Keyera Corp.
0.46%
▲ 24.22%
2
Buy
Oct 02, 2025
SmartCentres Real Estate Investment Trust
▲ 35.40%
2
Close
Oct 02, 2025
Suncor Energy
2.3%
▲ 56.21%
3
Sell
Oct 02, 2025
TC Energy
0.02%
▲ 41.42%
2
Buy
Oct 02, 2025
Canadian Natural
5.72%
▲ 17.71%
3
Sell
Oct 02, 2025
Doman Building Materials Group
0.8%
▲ 29.48%
3
Buy
Oct 02, 2025
Microsoft
2.5%
▲ 29.73%
2
Sell
Oct 02, 2025
Nvidia
3.51%
▲ 264.16%
2
Sell
Oct 02, 2025
Tesla
▲ 82.21%
2
Close
Oct 02, 2025
Chemtrade Logistics
5.26%
▲ 54.34%
2
Buy
Oct 02, 2025
Stingray Digit SV
3.41%
▲ 108.02%
2
Buy
Oct 02, 2025
Dundee Precious Mtl
7.38%
▲ 173.12%
2
Buy
Oct 02, 2025
Cenovus Energy
0.55%
▲ 21.61%
2
Sell
Oct 02, 2025
Royal Bank Of Canada
1.32%
▲ 51.59%
2
Buy
Oct 02, 2025