New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #116,182 out of 767,017 TipRanks' Investors
Success Rate
73%
41 out of 56
profitable transactions
Average Return
9.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.71%
6-Month Return▲ 10.62%
12-Month Return-
YTD Return▲ 10.04%
Total Return▲ 10.04%

Best Trade

Opened at
Closed at
Gain▲ 67.44%

Bio

dividend

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.51%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 11.20%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 15.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.20%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.01%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.63%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 1.49%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.51%
▲ 11.46%▲ 5.06%▲ 3.00%
▼ 2.25%▲ 3.53%▼ 11.20%
▲ 25.72%▲ 1.21%▲ 15.03%
▼ 4.22%▲ 2.34%▲ 2.20%
▲ 7.82%▲ 2.10%▲ 5.01%
▲ 6.02%▼ 0.89%▼ 0.63%
▲ 9.99%▲ 4.97%▲ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.26%
▼ 7.80%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▲ 2.09%
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
13.87%
▲ 19.82%
4
Buy
Aug 13, 2024
Gear Energy
0.3%
▼ 25.52%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
29.66%
▲ 11.63%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
29.57%
▲ 12.62%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
9.25%
▲ 26.19%
4
Buy
Jul 18, 2024
Slate Grocery REIT
13.97%
▲ 27.43%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.38%
▲ 21.41%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.24%
▲ 7.86%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.35%
▲ 26.59%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.22%
▲ 7.63%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.28%
▲ 9.12%
3
Open
Apr 26, 2024