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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #172,027 out of 788,374 TipRanks' Investors
Success Rate
68%
38 out of 56
profitable transactions
Average Return
8.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.64%
6-Month Return▲ 5.14%
12-Month Return-
YTD Return▼ 2.53%
Total Return▲ 8.44%

Best Trade

Opened at
Closed at
Gain▲ 67.44%

Bio

dividend

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 15.04%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.74%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.48%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.75%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.85%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 0.84%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 3.34%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 15.04%
▼ 13.14%▲ 2.34%▲ 2.20%
▲ 2.93%▲ 2.10%▲ 4.74%
▲ 9.99%▼ 0.89%▼ 0.48%
▲ 26.03%▲ 5.96%▲ 5.75%
▲ 5.94%▼ 2.41%▼ 2.85%
▲ 5.25%▲ 2.69%▲ 0.84%
▼ 10.49%▼ 0.31%▼ 3.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.26%
▼ 6.74%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▲ 0.47%
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
12.19%
▼ 2.72%
4
Buy
Aug 13, 2024
Gear Energy
0.29%
▼ 29.87%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
29.87%
▲ 12.15%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
30.66%
▲ 15.89%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
8.81%
▲ 21.89%
4
Buy
Jul 18, 2024
Slate Grocery REIT
14.78%
▲ 37.47%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.38%
▲ 27.60%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.23%
▲ 8.58%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.32%
▲ 23.07%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.22%
▲ 6.90%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.28%
▲ 10.12%
3
Open
Apr 26, 2024