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New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #83,933 out of 769,603 TipRanks' Investors
Success Rate
77%
43 out of 56
profitable transactions
Average Return
12.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.76%
6-Month Return▲ 16.19%
12-Month Return-
YTD Return▲ 15.04%
Total Return▲ 15.04%

Best Trade

Opened at
Closed at
Gain▲ 67.44%

Bio

dividend

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 3.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.00%
May 2024
▼ 2.25%
▲ 3.53%
▼ 11.19%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 15.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 5.02%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.69%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.18%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.50%
▲ 11.46%▲ 5.06%▲ 3.00%
▼ 2.25%▲ 3.53%▼ 11.19%
▲ 25.72%▲ 1.21%▲ 15.03%
▼ 4.22%▲ 2.34%▲ 2.19%
▲ 7.82%▲ 2.10%▲ 5.02%
▲ 5.70%▼ 0.89%▼ 0.69%
▲ 37.60%▲ 4.40%▲ 6.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pine Cliff Energy
0.27%
▼ 0.67%
7
Sell
Nov 11, 2024
Rogers Sugar
0%
▲ 4.08%
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
14.21%
▲ 18.54%
4
Buy
Aug 13, 2024
Gear Energy
0.31%
▼ 20.45%
5
Buy
Aug 08, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
29.5%
▲ 14.50%
2
Buy
Aug 08, 2024
Vanguard S&P500 Indx
28.62%
▲ 12.71%
2
Buy
Aug 08, 2024
Slate Office REIT
▲ 5.82%
8
Close
Aug 07, 2024
Life & Banc Split
9.39%
▲ 32.74%
4
Buy
Jul 18, 2024
Slate Grocery REIT
14.61%
▲ 36.99%
4
Buy
Jul 18, 2024
Financial 15 Split Corp
0.39%
▲ 31.95%
4
Buy
Jun 26, 2024
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
0.23%
▲ 8.65%
5
Buy
Jun 23, 2024
Dividend 15 Split Corp
0.35%
▲ 31.43%
3
Buy
May 15, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.22%
▲ 8.84%
3
Buy
May 08, 2024
Canoe EIT Income Fund
0.27%
▲ 10.15%
3
Open
Apr 26, 2024