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Wealthsimple - New Portfolio

PerformancePortfolio Details

52A21593

Wealthsimple
Individual Investor
Ranked #534,448 out of 859,476 TipRanks' Investors
Success Rate
45%
72 out of 160
profitable transactions
Average Return
3.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.66%
6-Month Return▲ 9.32%
12-Month Return▲ 37.90%
YTD Return▲ 7.10%
Total Return▲ 36.85%

Best Trade

AssetAgnico Eagle (AEM)
Opened at
Closed at-
Gain▲ 119.83%

Bio

A multi-factor portfolio harvesting the intersection of low residual volatility with high beta, momentum, and quality.

Performance

14.43%0-14.43%
▲ 12.88%
▲ 3.56%
▲ 7.66%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.31%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 2.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.24%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.53%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.27%
Mar 2026
▲ 14.43%
▲ 9.20%
▲ 6.71%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 7.66%
▲ 10.96%▲ 2.38%▲ 0.31%
▼ 3.68%▲ 0.19%▲ 2.86%
▼ 0.10%▲ 0.08%▼ 0.24%
▲ 4.06%▲ 1.47%▲ 3.54%
▼ 1.12%▼ 0.86%▲ 4.53%
▲ 0.60%▼ 4.94%▼ 7.27%
▲ 14.43%▲ 9.20%▲ 6.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BITI
BetaPro Inverse Bitcoin ETF
―
▼ 8.04%
2
Close
Mar 14, 2025
IFC
Intact Financial Corporation
1.89%
▼ 1.91%
3
Sell
Mar 13, 2025
AEM
Agnico Eagle
11.7%
▲ 112.60%
2
Buy
Mar 13, 2025
GLDM
SPDR Gold MiniShares Trust
10.21%
▲ 64.39%
2
Buy
Mar 13, 2025
PSQ
ProShares Short QQQ
―
▲ 1.03%
2
Close
Mar 13, 2025
RWM
ProShares Short Russell2000
―
▲ 1.39%
2
Close
Mar 13, 2025
SH
ProShares Short S&P500
―
▲ 1.72%
2
Close
Mar 13, 2025
METD
Direxion Daily META Bear 1X Shares
―
▲ 2.20%
2
Close
Mar 13, 2025
VT
Vanguard Total World Stock ETF
13.14%
▲ 33.97%
1
Open
Mar 13, 2025
SCHD
Schwab US Dividend Equity ETF
10.9%
▲ 19.24%
1
Open
Mar 13, 2025
ZLB
BMO Low Volatility Canadian Equity ETF
8.4%
▲ 26.19%
1
Open
Mar 13, 2025
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
5.33%
▲ 26.27%
1
Open
Mar 13, 2025
KBWP
Invesco KBW Property & Casualty Insurance ETF
8.58%
▲ 6.56%
1
Open
Mar 13, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
8.95%
▲ 31.63%
1
Open
Mar 13, 2025
FTEC
Fidelity MSCI Information Technology Index ETF
12.22%
▲ 48.93%
1
Open
Mar 13, 2025
GWO
Great-West Lifeco
―
▲ 2.29%
4
Close
Mar 12, 2025
CTSH
Cognizant
―
▼ 5.76%
4
Close
Mar 12, 2025
FTNT
Fortinet
―
▼ 9.90%
2
Close
Mar 12, 2025
KO
Coca-Cola
―
▼ 0.92%
2
Close
Mar 12, 2025
FXI
iShares China Large-Cap ETF
―
▲ 3.18%
2
Close
Mar 12, 2025