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BMO Investorline - New Portfolio

mark oneill

BMO Investorline
Individual Investor
Ranked #399,874 out of 809,728 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
1.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.05%
6-Month Return-
12-Month Return-
YTD Return▲ 3.78%
Total Return▲ 3.78%

Best Trade

Opened at
Closed at-
Gain▲ 36.59%

Bio

Performance

21.30%0-21.30%
▲ 5.10%
▼ 2.41%
Dec 2024
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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
▲ 21.30%
▲ 1.78%
▼ 0.54%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 4.34%
▲ 21.30%▲ 1.78%▼ 0.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Verint Systems
▲ 35.54%
2
Sell
Jul 22, 2025
Rockwell Med
5.06%
0.00%
1
Open
Jul 22, 2025
Canadian Natural
▼ 7.14%
2
Sell
Jul 21, 2025
Zeta Global Holdings Corp
4.67%
▼ 0.06%
1
Open
Jul 21, 2025
Prime Medicine, Inc.
4.83%
▲ 16.15%
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
4.5%
▲ 8.92%
1
Open
Jul 15, 2025
Viking Therapeutics
7.53%
▲ 4.56%
1
Open
Jul 15, 2025
NICE
▼ 3.90%
2
Sell
Jul 10, 2025
SoFi Technologies
12.53%
▲ 18.32%
2
Buy
Jul 10, 2025
TMC the metals company Inc.
4.63%
▲ 5.55%
1
Open
Jul 10, 2025
Northern Dynasty Minerals
3.04%
▼ 47.88%
2
Buy
Jul 09, 2025
Emergent Biosolutions
0%
▼ 2.32%
1
Open
Jul 09, 2025
Cellebrite DI
0.61%
▼ 8.15%
2
Buy
Jul 04, 2025
Apogee Therapeutics
5.91%
▼ 16.56%
1
Open
Jul 04, 2025
Invesco QQQ Trust
▼ 0.41%
2
Close
Jun 20, 2025
Trade Desk
6.97%
▲ 19.70%
1
Open
Jun 20, 2025
CAE
3.07%
▲ 8.36%
1
Open
Jun 18, 2025
Intelligent Bio Solutions
3.41%
▲ 21.62%
1
Open
Jun 18, 2025