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BMO Investorline - New Portfolio

mark oneill

BMO Investorline
Individual Investor
Ranked #481,747 out of 816,760 TipRanks' Investors
Success Rate
47%
15 out of 32
profitable transactions
Average Return
1.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.78%
6-Month Return-
12-Month Return-
YTD Return▲ 5.55%
Total Return▲ 5.55%

Best Trade

Opened at
Closed at-
Gain▲ 65.23%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.34%
Jun 2025
▲ 27.87%
▲ 2.30%
▼ 6.43%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 10.14%
Aug 2025
▲ 0.42%
▼ 0.20%
▼ 1.85%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 4.34%
▲ 27.87%▲ 2.30%▼ 6.43%
▲ 4.87%▲ 2.05%▲ 10.14%
▲ 0.42%▼ 0.20%▼ 1.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Richtech Robotics Inc. Class B
▲ 62.83%
3
Close
Aug 29, 2025
Warner Bros
5.57%
▼ 2.36%
1
Open
Aug 28, 2025
Nebius Group
▲ 45.36%
2
Close
Aug 10, 2025
Cloudflare
▲ 10.72%
3
Close
Jul 30, 2025
Emergent Biosolutions
▼ 17.19%
3
Close
Jul 30, 2025
Lithium Americas Corp.
2.11%
▼ 14.94%
2
Sell
Jul 26, 2025
Canadian Natural
▼ 6.55%
3
Close
Jul 23, 2025
NICE
▼ 1.55%
3
Close
Jul 23, 2025
Verint Systems
▲ 35.36%
3
Close
Jul 23, 2025
Plug Power
4.26%
▼ 20.44%
1
Open
Jul 23, 2025
Unity Software
4.75%
▲ 20.26%
1
Open
Jul 23, 2025
Rockwell Med
8.35%
▲ 48.67%
1
Open
Jul 22, 2025
Zeta Global Holdings Corp
6.19%
▲ 19.51%
1
Open
Jul 21, 2025
Prime Medicine, Inc.
4.02%
▼ 12.82%
1
Open
Jul 17, 2025
Global X Artificial Intelligence & Technology ETF
▲ 4.68%
3
Close
Jul 15, 2025
U.S. Global Technology and Aerospace & Defense ETF
▲ 3.15%
3
Close
Jul 15, 2025
D-Wave Quantum
4.34%
▼ 5.33%
1
Open
Jul 15, 2025
Viking Therapeutics
6.91%
▼ 13.58%
1
Open
Jul 15, 2025
SoFi
16.81%
▲ 43.13%
2
Buy
Jul 10, 2025
TMC the metals company Inc.
3.63%
▼ 25.26%
1
Open
Jul 10, 2025