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Personal - New Portfolio

Personal
Individual Investor
Ranked #32,840 out of 852,026 TipRanks' Investors
Success Rate
81%
65 out of 80
profitable transactions
Average Return
41.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.94%
6-Month Return▲ 26.39%
12-Month Return▲ 35.22%
YTD Return▲ 4.94%
Total Return▲ 81.42%

Best Trade

Opened at
Closed at-
Gain▲ 390.20%

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
▼ 3.58%
▲ 0.19%
▲ 3.04%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.84%
Dec 2025
▲ 5.68%
▲ 1.47%
▲ 4.94%
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%
▼ 3.58%▲ 0.19%▲ 3.04%
▼ 0.10%▲ 0.08%▲ 1.84%
▲ 5.68%▲ 1.47%▲ 4.94%

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
1.17%
▲ 72.22%
4
Buy
Oct 02, 2025
Enbridge
12.85%
▲ 39.22%
3
Buy
Oct 02, 2025
Bank Of Montreal
3.3%
▲ 76.61%
4
Sell
Oct 02, 2025
Fortis
0.13%
▲ 22.18%
2
Buy
Oct 02, 2025
Keyera Corp.
0.44%
▲ 28.95%
2
Buy
Oct 02, 2025
SmartCentres Real Estate Investment Trust
▲ 35.40%
2
Close
Oct 02, 2025
Suncor Energy
2.55%
▲ 84.28%
3
Sell
Oct 02, 2025
TC Energy
0.02%
▲ 50.00%
2
Buy
Oct 02, 2025
Canadian Natural
6.01%
▲ 31.15%
3
Sell
Oct 02, 2025
Doman Building Materials Group
0.78%
▲ 32.93%
3
Buy
Oct 02, 2025
Microsoft
2.1%
▲ 16.65%
2
Sell
Oct 02, 2025
Nvidia
3.58%
▲ 297.68%
2
Sell
Oct 02, 2025
Tesla
▲ 82.21%
2
Close
Oct 02, 2025
Chemtrade Logistics
5.27%
▲ 65.26%
2
Buy
Oct 02, 2025
Stingray Digit SV
3.54%
▲ 129.44%
2
Buy
Oct 02, 2025
Dundee Precious Mtl
8.18%
▲ 220.87%
2
Buy
Oct 02, 2025
Cenovus Energy
0.56%
▲ 32.68%
2
Sell
Oct 02, 2025
Royal Bank Of Canada
1.23%
▲ 51.61%
2
Buy
Oct 02, 2025