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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #99,948 out of 859,402 TipRanks' Investors
Success Rate
73%
41 out of 56
profitable transactions
Average Return
38.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.86%
6-Month Return▲ 11.87%
12-Month Return▲ 54.48%
YTD Return▲ 3.19%
Total Return▲ 50.15%

Best Trade

Opened at
Closed at-
Gain▲ 158.16%

Bio

dividend

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 9.39%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.90%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.76%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.24%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.14%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.62%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 3.65%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 9.39%
▲ 10.96%▲ 2.38%▲ 7.90%
▼ 3.68%▲ 0.19%▲ 1.54%
▼ 0.10%▲ 0.08%▲ 0.76%
▲ 4.06%▲ 1.47%▲ 4.24%
▼ 1.12%▼ 0.86%▲ 0.14%
▲ 0.60%▼ 4.94%▼ 4.62%
▲ 13.18%▲ 7.89%▲ 3.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.15%
▼ 29.00%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▲ 27.79%
3
Sell
Nov 11, 2024
North American Financial 15 Split Corp A 2019-01.12.24
▲ 14.68%
6
Close
Aug 24, 2024
Uranium Royalty Corp
15.4%
▲ 66.53%
4
Buy
Aug 13, 2024
Gear Energy
0.2%
▼ 29.87%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
30.9%
▲ 64.32%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
25.4%
▲ 32.16%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
13.02%
▲ 145.91%
4
Buy
Jul 18, 2024
Slate Grocery REIT
12.39%
▲ 74.31%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.4%
▲ 114.19%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.2%
▲ 28.74%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.32%
▲ 105.73%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.15%
▲ 18.46%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.23%
▲ 21.87%
3
Open
Apr 26, 2024