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Patrimoine Manuvie - New Portfolio

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Patrimoine Manuvie
Individual Investor
Ranked #142,819 out of 809,057 TipRanks' Investors
Success Rate
79%
30 out of 38
profitable transactions
Average Return
11.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.03%
6-Month Return▲ 10.17%
12-Month Return-
YTD Return▲ 9.93%
Total Return▲ 17.43%

Best Trade

Opened at
Closed at-
Gain▲ 50.81%

Bio

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 0.80%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.34%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.19%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.43%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.02%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.08%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 1.54%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 0.80%
▲ 6.03%▲ 2.69%▲ 2.48%
▼ 12.86%▼ 1.27%▼ 1.34%
▼ 1.80%▼ 5.57%▼ 5.19%
▲ 1.84%▼ 0.87%▲ 1.43%
▲ 12.20%▲ 6.28%▲ 8.02%
▲ 6.24%▲ 5.14%▲ 3.08%
▲ 14.83%▲ 1.65%▲ 1.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
0%
▲ 50.81%
1
Open
Apr 09, 2025
BMO S&P500 IdxCAD Un
0%
▲ 20.04%
1
Open
Apr 04, 2025
Amazon
5.6%
▲ 18.17%
2
Buy
Mar 25, 2025
Adobe
9.06%
▼ 22.16%
2
Buy
Mar 25, 2025
Alimentation Couche-Tard Inc
1.36%
▲ 1.11%
2
Buy
Mar 25, 2025
Microsoft
12.63%
▲ 25.04%
2
Buy
Mar 25, 2025
Alphabet Class A
4.58%
▲ 9.93%
2
Buy
Mar 25, 2025
Canadian Pacific Kansas City
1.92%
▲ 1.22%
2
Buy
Mar 25, 2025
Royal Bank Of Canada
3.28%
▲ 16.06%
2
Buy
Mar 25, 2025
Apple
5.23%
▼ 5.97%
2
Buy
Mar 25, 2025
National Bank of Canada
2.58%
▲ 23.87%
2
Buy
Mar 25, 2025
Mastercard
13.68%
▲ 10.08%
2
Buy
Mar 25, 2025
Dollarama
3.38%
▲ 32.94%
2
Buy
Mar 25, 2025
iShares Consumr Stpl
1.09%
▲ 13.98%
2
Buy
Mar 25, 2025
Berkshire Hathaway B
11.73%
▼ 2.37%
2
Buy
Mar 25, 2025
Lysander-Canso Corporate Treasury ActivETF
0.19%
▲ 2.00%
2
Buy
Mar 25, 2025
Canoe EIT Income Fund
0.28%
▲ 11.03%
2
Buy
Mar 25, 2025
TSMC
5.95%
▲ 34.83%
2
Buy
Mar 25, 2025
Meta Platforms
17.44%
▲ 15.37%
2
Buy
Mar 25, 2025
Costco
▲ 4.03%
2
Close
Mar 21, 2025