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Wealthsimple - New Portfolio

52A21593

Wealthsimple
Individual Investor
Ranked #342,949 out of 794,582 TipRanks' Investors
Success Rate
41%
65 out of 160
profitable transactions
Average Return
-0.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.82% VT
12.26% SCHD
11.10% KBWP
10.37% FTEC
9.06% TSE:ZLB
44.39% Others
By Assets
84.08% ETFs
15.92% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
84.09% General
7.23% Basic Materials
3.11% Communication Services
2.83% Consumer Cyclical
2.75% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Consensus
Analyst Price Target
Smart Score
Market Cap
Yearly Gain
Follow
a9nm37f94d7
a9nm37f94d7
a9nm37f94d7
a9nm37f94d7
premium
premium
a9nm37f94d7
a9nm37f94d7
a9nm37f94d7
futxuusy09r
futxuusy09r
futxuusy09r
futxuusy09r
premium
premium
futxuusy09r
futxuusy09r
futxuusy09r
mmjcki
mmjcki
mmjcki
mmjcki
premium
premium
mmjcki
mmjcki
mmjcki
89rdkd1lap
89rdkd1lap
89rdkd1lap
89rdkd1lap
premium
premium
89rdkd1lap
89rdkd1lap
89rdkd1lap
2oz8fpn46o
2oz8fpn46o
2oz8fpn46o
2oz8fpn46o
premium
premium
2oz8fpn46o
2oz8fpn46o
2oz8fpn46o
k7zzhy6v32
k7zzhy6v32
k7zzhy6v32
k7zzhy6v32
premium
premium
k7zzhy6v32
k7zzhy6v32
k7zzhy6v32
f7216frdb
f7216frdb
f7216frdb
f7216frdb
premium
premium
f7216frdb
f7216frdb
f7216frdb
qso8einxa7
qso8einxa7
qso8einxa7
qso8einxa7
premium
premium
qso8einxa7
qso8einxa7
qso8einxa7
w2qvcm65q5
w2qvcm65q5
w2qvcm65q5
w2qvcm65q5
premium
premium
w2qvcm65q5
w2qvcm65q5
w2qvcm65q5
ol127srnu9
ol127srnu9
ol127srnu9
ol127srnu9
premium
premium
ol127srnu9
ol127srnu9
ol127srnu9
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C$275.76
C$5.79
(2.06%)
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
premium
C$50.21B
27.88%
C$142.99
C$1.53
(1.08%)
11 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
C$71.15B
60.45%
GLDM
GLDM
< ETF >
$59.33
$0.82
(1.36%)
premium
premium
$13.21B
29.72%
$108.17
$8.37
(7.18%)
16 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
$303.80B
62.63%
$57.34
$2.565
(4.28%)
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
premium
$581.20B
61.68%
MCHI
MCHI
< ETF >
$47.04
$2.96
(5.92%)
463 Buy
133 Hold
20 Sell
Moderate Buy
premium
premium
$6.22B
24.56%
GB:SCNY
SCNY
< ETF >
$39.59
$0.54
(1.38%)
premium
premium
5.93%
VT
VT
< ETF >
$104.06
$1.64
(1.55%)
premium
premium
$42.19B
-3.78%
SCHD
SCHD
< ETF >
$24.80
$0.48
(1.9%)
447 Buy
467 Hold
70 Sell
Moderate Buy
premium
premium
$68.18B
-4.12%
TSE:ZLB
ZLB
< ETF >
C$47.21
C$1.13
(2.34%)
236 Buy
140 Hold
14 Sell
Moderate Buy
premium
premium
$4.31B
12.05%
FDIS
FDIS
< ETF >
$76.35
$1.91
(2.44%)
1K Buy
1K Hold
149 Sell
Moderate Buy
premium
premium
$1.68B
-3.13%
KBWP
KBWP
< ETF >
$112.36
$2.012
(1.76%)
103 Buy
78 Hold
9 Sell
Moderate Buy
premium
premium
$405.57M
7.91%
SCHG
SCHG
< ETF >
$22.34
$0.23
(1.02%)
3K Buy
1K Hold
113 Sell
Moderate Buy
premium
premium
$33.56B
-2.28%
FTEC
FTEC
< ETF >
$140.58
$1.87
(1.31%)
2K Buy
1K Hold
124 Sell
Moderate Buy
premium
premium
$10.73B
-7.40%