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Wealthsimple
- New Portfolio
Performance
Portfolio Details
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
Asset
Spotify (SPOT)
Opened at
Jan 10, 2025
Closed at
Mar 04, 2025
Gain
▲ 27.12%
Bio
A multi-factor portfolio harvesting the intersection of low residual volatility with high beta, momentum, and quality.
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
BITI
BetaPro Inverse Bitcoin ETF
―
▼ 8.04%
2
Close
Mar 14, 2025
IFC
Intact Financial Corporation
2.75%
▲ 3.31%
3
Sell
Mar 13, 2025
AEM
Agnico Eagle
7.23%
▼ 1.21%
2
Buy
Mar 13, 2025
GLDM
SPDR Gold MiniShares Trust
8.75%
▲ 2.96%
2
Buy
Mar 13, 2025
PSQ
ProShares Short QQQ
―
▲ 1.04%
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
12.82%
▼ 7.85%
1
Open
Mar 13, 2025
SCHD
Schwab US Dividend Equity ETF
12.26%
▼ 6.53%
1
Open
Mar 13, 2025
ZLB
BMO Low Volatility Canadian Equity ETF
9.06%
▲ 0.52%
1
Open
Mar 13, 2025
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
5.69%
▼ 5.21%
1
Open
Mar 13, 2025
KBWP
Invesco KBW Property & Casualty Insurance ETF
11.1%
▼ 2.95%
1
Open
Mar 13, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
8.76%
▼ 9.30%
1
Open
Mar 13, 2025
FTEC
Fidelity MSCI Information Technology Index ETF
10.37%
▼ 12.11%
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
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