tiprankstipranks

New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #62,860 out of 781,056 TipRanks' Investors
Success Rate
82%
46 out of 56
profitable transactions
Average Return
10.53%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.03%
6-Month Return▲ 17.11%
12-Month Return-
YTD Return▲ 1.67%
Total Return▲ 13.12%

Best Trade

Opened at
Closed at
Gain▲ 67.44%

Bio

dividend

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 11.20%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 15.03%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.19%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.75%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.48%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.83%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 1.67%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 11.20%
▲ 8.13%▲ 1.21%▲ 15.03%
▼ 13.14%▲ 2.34%▲ 2.19%
▲ 2.93%▲ 2.10%▲ 4.75%
▲ 10.00%▼ 0.89%▼ 0.48%
▲ 26.04%▲ 5.96%▲ 5.74%
▲ 5.93%▼ 2.41%▼ 2.83%
▲ 11.17%▲ 1.96%▲ 1.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.3%
▲ 5.95%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▲ 3.00%
3
Sell
Nov 11, 2024
North American Financial 15 Split Corp A 2019-01.12.24
▲ 14.69%
6
Close
Aug 24, 2024
Uranium Royalty Corp
13.37%
▲ 8.55%
4
Buy
Aug 13, 2024
Gear Energy
0.29%
▼ 26.95%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
29.95%
▲ 13.97%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
30.53%
▲ 17.38%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
8.94%
▲ 24.34%
4
Buy
Jul 18, 2024
Slate Grocery REIT
13.45%
▲ 26.34%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.39%
▲ 29.89%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.23%
▲ 9.22%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.34%
▲ 29.75%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.21%
▲ 5.76%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.28%
▲ 10.39%
3
Open
Apr 26, 2024