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Personal - New Portfolio

Personal
Individual Investor
Ranked #52,927 out of 836,058 TipRanks' Investors
Success Rate
76%
61 out of 80
profitable transactions
Average Return
35.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.58%
6-Month Return▲ 23.53%
12-Month Return▲ 30.39%
YTD Return▲ 0.94%
Total Return▲ 74.49%

Best Trade

Opened at
Closed at-
Gain▲ 363.89%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 3.08%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.80%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 0.94%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.57%▲ 0.19%▲ 3.08%
▼ 0.10%▲ 0.08%▲ 1.80%
▲ 1.08%▲ 1.11%▲ 0.94%

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%
▲ 71.01%
4
Buy
Oct 02, 2025
Enbridge
12.77%
▲ 31.62%
3
Buy
Oct 02, 2025
Bank Of Montreal
3.46%
▲ 74.58%
4
Sell
Oct 02, 2025
Fortis
0.14%
▲ 20.46%
2
Buy
Oct 02, 2025
Keyera Corp.
0.42%
▲ 16.28%
2
Buy
Oct 02, 2025
SmartCentres Real Estate Investment Trust
▲ 35.40%
2
Close
Oct 02, 2025
Suncor Energy
2.36%
▲ 62.15%
3
Sell
Oct 02, 2025
TC Energy
0.02%
▲ 39.35%
2
Buy
Oct 02, 2025
Canadian Natural
5.46%
▲ 13.22%
3
Sell
Oct 02, 2025
Doman Building Materials Group
0.83%
▲ 34.87%
3
Buy
Oct 02, 2025
Microsoft
2.49%
▲ 29.61%
2
Sell
Oct 02, 2025
Nvidia
3.7%
▲ 285.01%
2
Sell
Oct 02, 2025
Tesla
▲ 82.21%
2
Close
Oct 02, 2025
Chemtrade Logistics
5.48%
▲ 62.22%
2
Buy
Oct 02, 2025
Stingray Digit SV
3.44%
▲ 111.69%
2
Buy
Oct 02, 2025
Dundee Precious Mtl
8.14%
▲ 203.65%
2
Buy
Oct 02, 2025
Cenovus Energy
0.5%
▲ 12.09%
2
Sell
Oct 02, 2025
Royal Bank Of Canada
1.35%
▲ 56.06%
2
Buy
Oct 02, 2025