Wealthsimple - New Portfolio

52A21593

Wealthsimple
Individual Investor
Ranked #343,278 out of 794,584 TipRanks' Investors
Success Rate
41%
65 out of 160
profitable transactions
Average Return
-0.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.58%
6-Month Return-
12-Month Return-
YTD Return▼ 5.29%
Total Return▼ 5.29%

Best Trade

Opened at
Closed at
Gain▲ 27.12%

Bio

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

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.16%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.84%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.22%
Mar 2025
▼ 9.96%
▼ 9.67%
▼ 6.72%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%
▲ 5.87%▲ 2.69%▲ 2.16%
▼ 12.86%▼ 1.27%▼ 0.84%
▼ 1.80%▼ 5.57%▲ 0.22%
▼ 9.96%▼ 9.67%▼ 6.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BetaPro Inverse Bitcoin ETF
▼ 8.04%
2
Close
Mar 14, 2025
Intact Financial Corporation
2.75%
▲ 3.31%
3
Sell
Mar 13, 2025
Agnico Eagle
7.23%
▼ 1.21%
2
Buy
Mar 13, 2025
SPDR Gold MiniShares Trust
8.75%
▲ 2.96%
2
Buy
Mar 13, 2025
ProShares Short QQQ
▲ 1.04%
2
Close
Mar 13, 2025
ProShares Short Russell2000
▲ 1.39%
2
Close
Mar 13, 2025
ProShares Short S&P500
▲ 1.72%
2
Close
Mar 13, 2025
Direxion Daily META Bear 1X Shares
▲ 2.20%
2
Close
Mar 13, 2025
Vanguard Total World Stock ETF
12.82%
▼ 7.85%
1
Open
Mar 13, 2025
Schwab US Dividend Equity ETF
12.26%
▼ 6.53%
1
Open
Mar 13, 2025
BMO Low Volatility Canadian Equity ETF
9.06%
▲ 0.52%
1
Open
Mar 13, 2025
Fidelity MSCI Consumer Discretionary Index ETF
5.69%
▼ 5.21%
1
Open
Mar 13, 2025
Invesco KBW Property & Casualty Insurance ETF
11.1%
▼ 2.95%
1
Open
Mar 13, 2025
Schwab U.S. Large-Cap Growth ETF
8.76%
▼ 9.30%
1
Open
Mar 13, 2025
Fidelity MSCI Information Technology Index ETF
10.37%
▼ 12.11%
1
Open
Mar 13, 2025
Great-West Lifeco
▲ 2.29%
4
Close
Mar 12, 2025
Cognizant
▼ 5.76%
4
Close
Mar 12, 2025
Fortinet
▼ 9.90%
2
Close
Mar 12, 2025
Coca-Cola
▼ 0.92%
2
Close
Mar 12, 2025
iShares China Large-Cap ETF
▲ 3.18%
2
Close
Mar 12, 2025