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test - New Portfolio

PerformancePortfolio Details

Bob Pearce

test
Individual Investor
Ranked #181,373 out of 788,370 TipRanks' Investors
Success Rate
63%
59 out of 94
profitable transactions
Average Return
6.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.07%
6-Month Return▲ 10.63%
12-Month Return-
YTD Return▲ 2.35%
Total Return▲ 16.84%

Best Trade

AssetWheaton Pre... (WPM)
Opened at
Closed at-
Gain▲ 65.17%

Bio

Medium risk tech high

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.95%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.51%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.99%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 3.35%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.66%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 1.92%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.25%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.83%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.95%
▼ 13.14%▲ 2.34%▼ 3.51%
▲ 2.93%▲ 2.10%▲ 0.99%
▲ 9.99%▼ 0.89%▲ 3.35%
▲ 26.03%▲ 5.96%▲ 5.66%
▲ 5.97%▼ 2.41%▼ 1.92%
▲ 5.25%▲ 2.69%▲ 4.25%
▼ 9.08%▲ 1.42%▼ 1.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MSFT
Microsoft
―
▲ 4.28%
4
Close
Feb 20, 2025
BDT
Bird Construction
2.39%
▲ 3.05%
8
Buy
Feb 13, 2025
DOL
Dollarama
1.89%
▲ 15.26%
4
Buy
Feb 13, 2025
WSP
WSP Global
1.6%
▲ 6.78%
5
Buy
Feb 13, 2025
HDIF
Harvest Diversified Monthly Income ETF Trust Units A
5.77%
▲ 2.89%
3
Sell
Feb 13, 2025
AVGO
Broadcom
3.37%
▲ 7.27%
2
Buy
Feb 13, 2025
TLN
Talen Energy Corp
4.11%
▲ 5.87%
2
Buy
Feb 13, 2025
BTCC
Purpose Bitcoin ETF
―
▲ 7.68%
7
Close
Feb 10, 2025
NA
National Bank of Canada
9.52%
▲ 9.50%
2
Buy
Feb 07, 2025
CLS
Celestica
1.39%
▼ 9.30%
2
Buy
Feb 07, 2025
CWB
Canadian Western Bank
―
0.00%
2
Close
Feb 07, 2025
TIH
Toromont Industries
―
▼ 5.27%
5
Close
Feb 04, 2025
HTA
Harvest Tech Achievers Growth & Income ETF
5.69%
▲ 3.82%
5
Sell
Feb 04, 2025
STN
Stantec
2%
▼ 2.47%
8
Buy
Feb 04, 2025
WCN
Waste Connections
2.81%
▲ 8.32%
6
Buy
Feb 04, 2025
WPM
Wheaton Precious Metals
5.62%
▲ 28.86%
4
Buy
Feb 04, 2025
IMO
Imperial Oil
―
▲ 1.41%
6
Close
Feb 04, 2025
ZMMK
BMO Money Market Fund Trust Units Series -ETF-
―
▲ 0.22%
2
Close
Feb 04, 2025
QQU
BetaPro NASDAQ-100 2x Daily Bull ETF
6.85%
▲ 9.57%
7
Buy
Jan 17, 2025
TECH
Evolve FANGMA Index ETF Trust Units -CAD Hedged-
4.36%
▲ 19.63%
8
Buy
Jan 17, 2025