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Wealthsimple - New Portfolio

52A21593

Wealthsimple
Individual Investor
Ranked #469,274 out of 807,765 TipRanks' Investors
Success Rate
46%
74 out of 160
profitable transactions
Average Return
0.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.49%
6-Month Return▲ 9.81%
12-Month Return-
YTD Return▲ 9.42%
Total Return▲ 9.42%

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

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.07%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.80%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.24%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.69%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.68%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.35%
Jun 2025
▲ 12.56%
▲ 0.93%
▲ 0.90%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%▲ 2.07%
▼ 12.86%▼ 1.27%▼ 0.80%
▼ 1.80%▼ 5.57%▲ 0.24%
▲ 1.84%▼ 0.87%▲ 0.69%
▲ 12.20%▲ 6.28%▲ 3.68%
▲ 6.24%▲ 5.14%▲ 2.35%
▲ 12.56%▲ 0.93%▲ 0.90%

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
2.69%
▲ 14.01%
3
Sell
Mar 13, 2025
Agnico Eagle
7.49%
▲ 14.92%
2
Buy
Mar 13, 2025
SPDR Gold MiniShares Trust
8.32%
▲ 13.79%
2
Buy
Mar 13, 2025
ProShares Short QQQ
▲ 1.03%
2
Close
Mar 13, 2025
ProShares Short Russell2000
▲ 1.40%
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
13.48%
▲ 13.21%
1
Open
Mar 13, 2025
Schwab US Dividend Equity ETF
11.4%
▲ 2.05%
1
Open
Mar 13, 2025
BMO Low Volatility Canadian Equity ETF
8.94%
▲ 11.63%
1
Open
Mar 13, 2025
Fidelity MSCI Consumer Discretionary Index ETF
6%
▲ 16.33%
1
Open
Mar 13, 2025
Invesco KBW Property & Casualty Insurance ETF
9.82%
▲ 0.22%
1
Open
Mar 13, 2025
Schwab U.S. Large-Cap Growth ETF
9.79%
▲ 18.07%
1
Open
Mar 13, 2025
Fidelity MSCI Information Technology Index ETF
12.48%
▲ 23.19%
1
Open
Mar 13, 2025
Great-West Lifeco
▲ 2.28%
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