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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #165,562 out of 797,094 TipRanks' Investors
Success Rate
66%
37 out of 56
profitable transactions
Average Return
2.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.00%
6-Month Return▼ 10.69%
12-Month Return▲ 1.61%
YTD Return▼ 10.88%
Total Return▼ 0.98%

Best Trade

Opened at
Closed at
Gain▲ 67.44%

Bio

dividend

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.68%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.53%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 5.74%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.84%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 0.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.19%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.78%
Mar 2025
▲ 3.42%
▼ 1.56%
▼ 3.14%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 4.68%
▲ 10.00%▼ 0.89%▼ 0.53%
▲ 25.97%▲ 5.96%▲ 5.74%
▲ 5.39%▼ 2.41%▼ 2.84%
▲ 6.04%▲ 2.69%▲ 0.86%
▼ 12.86%▼ 1.27%▼ 4.19%
▼ 1.80%▼ 5.57%▼ 4.78%
▲ 3.42%▼ 1.56%▼ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.19%
▼ 36.16%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▲ 6.08%
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
10.96%
▼ 17.86%
4
Buy
Aug 13, 2024
Gear Energy
0.3%
▼ 29.87%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
31.34%
▲ 11.17%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
29.26%
▲ 3.92%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
9.42%
▲ 25.25%
4
Buy
Jul 18, 2024
Slate Grocery REIT
15.3%
▲ 35.57%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.36%
▲ 14.65%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.24%
▲ 7.21%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.33%
▲ 22.88%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.22%
▲ 6.54%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.29%
▲ 9.57%
3
Open
Apr 26, 2024