New Portfolio Mar 2024 - New Portfolio

David Gravelle

New Portfolio Mar 2024
Individual Investor
Ranked #131,981 out of 767,315 TipRanks' Investors
Success Rate
71%
40 out of 56
profitable transactions
Average Return
8.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.30% TSE:VDY
29.92% TSE:VFV
14.26% TSE:SGR.UN
14.06% TSE:URC
9.41% TSE:LBS
2.05% Others
By Assets
59.68% ETFs
38.67% Stocks
1.66% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
60.68% General
14.63% Energy
14.54% Real Estate
10.15% Financial
0.00% Consumer Defensive

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
ak4bdymms5c
ak4bdymms5c
ak4bdymms5c
premium
ak4bdymms5c
premium
ak4bdymms5c
ak4bdymms5c
ak4bdymms5c
toznxp1j0
toznxp1j0
toznxp1j0
premium
toznxp1j0
premium
toznxp1j0
toznxp1j0
toznxp1j0
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0jvq8wryptw
0jvq8wryptw
premium
0jvq8wryptw
premium
0jvq8wryptw
0jvq8wryptw
0jvq8wryptw
plgdqs80
plgdqs80
plgdqs80
premium
plgdqs80
premium
plgdqs80
plgdqs80
plgdqs80
jff8l038j67
jff8l038j67
jff8l038j67
premium
jff8l038j67
premium
jff8l038j67
jff8l038j67
jff8l038j67
uj5qgqeusea
uj5qgqeusea
uj5qgqeusea
premium
uj5qgqeusea
premium
uj5qgqeusea
uj5qgqeusea
uj5qgqeusea
oqsv35lwewd
oqsv35lwewd
oqsv35lwewd
premium
oqsv35lwewd
premium
oqsv35lwewd
oqsv35lwewd
oqsv35lwewd
8l37sc
8l37sc
8l37sc
premium
8l37sc
premium
8l37sc
8l37sc
8l37sc
55n7989gp
55n7989gp
55n7989gp
premium
55n7989gp
premium
55n7989gp
55n7989gp
55n7989gp
qornb8sfo3
qornb8sfo3
qornb8sfo3
premium
qornb8sfo3
premium
qornb8sfo3
qornb8sfo3
qornb8sfo3
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TSE:HMAX
HMAX
< ETF >
Hamilton Canadian Financials Yield Maximizer ETF Trust Units E
C$14.79
C$0.065
(0.44%)
premium
54 Buy
44 Hold
4 Sell
Moderate Buy
premium
10.94%
TSE:LBS
Life & Banc Split
C$9.17
C$0.05
(0.55%)
premium
premium
51.90%
TSE:UMAX
UMAX
< ETF >
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
C$14.62
C$0.04
(0.27%)
premium
76 Buy
67 Hold
7 Sell
Moderate Buy
premium
-0.85%
TSE:PNE
Pine Cliff Energy
C$0.83
C$0.01
(1.19%)
premium
premium
C$304.35M
-46.19%
TSE:DFN
Dividend 15 Split Corp
C$6.29
C$0.015
(0.24%)
premium
premium
51.69%
TSE:EIT.UN
Canoe EIT Income Fund
C$15.49
C$0
(0%)
premium
premium
18.56%
TSE:GXE
Gear Energy
C$0.53
C$0.02
(3.92%)
premium
premium
C$137.07M
-33.51%
TSE:SGR.UN
Slate Grocery REIT
C$13.84
C$0.13
(0.95%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
C$824.32M
35.54%
TSE:FTN
Financial 15 Split Corp
C$9.40
C$0.04
(0.43%)
premium
premium
46.81%
TSE:URC
Uranium Royalty Corp
C$3.48
C$0.005
(0.14%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
C$452.00M
-12.24%
TSE:VDY
VDY
< ETF >
Vanguard FTSE Canadian High Dividend Yield Index ETF
C$50.19
C$0.45
(0.9%)
premium
197 Buy
175 Hold
13 Sell
Moderate Buy
premium
24.22%
TSE:VFV
VFV
< ETF >
Vanguard S&P500 Indx
C$148.69
C$0.08
(0.05%)
premium
premium
36.97%
TSE:RSI
Rogers Sugar
C$5.68
C$0.04
(0.71%)
premium
premium
C$722.73M
8.25%