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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #91,431 out of 834,064 TipRanks' Investors
Success Rate
75%
42 out of 56
profitable transactions
Average Return
34.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.98%
6-Month Return▲ 30.68%
12-Month Return▲ 32.22%
YTD Return▲ 32.06%
Total Return▲ 46.74%

Best Trade

Opened at
Closed at-
Gain▲ 120.44%

Bio

dividend

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 8.86%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.13%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.09%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.37%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.88%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 1.55%
Nov 2025
▲ 1.61%
▲ 1.31%
▲ 1.64%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 8.86%
▲ 9.25%▲ 5.14%▲ 5.13%
▲ 7.60%▲ 2.30%▲ 4.32%
▲ 2.76%▲ 2.05%▲ 2.09%
▲ 12.88%▲ 3.56%▲ 9.37%
▲ 10.96%▲ 2.38%▲ 7.88%
▼ 3.57%▲ 0.19%▲ 1.55%
▲ 1.61%▲ 1.31%▲ 1.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.21%
▼ 4.54%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▲ 16.94%
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
16.46%
▲ 64.60%
4
Buy
Aug 13, 2024
Gear Energy
0.22%
▼ 29.87%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
29.91%
▲ 45.79%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
27.1%
▲ 29.40%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
10.91%
▲ 109.98%
4
Buy
Jul 18, 2024
Slate Grocery REIT
12.49%
▲ 58.32%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.44%
▲ 107.45%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.21%
▲ 24.70%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.34%
▲ 88.41%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.16%
▲ 13.89%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.23%
▲ 16.39%
3
Open
Apr 26, 2024