tiprankstipranks
Trending News
More News >

Louis Equity - New Portfolio

jose

Louis Equity
Individual Investor
Ranked #48,329 out of 849,653 TipRanks' Investors
Success Rate
88%
78 out of 89
profitable transactions
Average Return
3.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.59%
6-Month Return-
12-Month Return-
YTD Return▲ 3.77%
Total Return▲ 4.59%

Best Trade

Opened at
Closed at-
Gain▲ 31.36%

Bio

dividend equity growth

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
Aug 2025
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.58%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.78%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 3.77%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.58%▲ 0.19%
▼ 0.10%▲ 0.08%▲ 0.78%
▲ 3.05%▲ 1.43%▲ 3.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Baytex Energy
0%
▲ 6.22%
2
Sell
Jan 17, 2026
Cascades
0.54%
▲ 8.05%
2
Buy
Jan 17, 2026
Canadian National Railway
0%
▲ 2.99%
2
Buy
Jan 17, 2026
Quebecor
0%
▼ 5.70%
2
Sell
Jan 17, 2026
Tourmaline Oil
0.66%
▼ 2.94%
2
Buy
Jan 17, 2026
Algonquin Power & Utilities
0.48%
▲ 1.24%
2
Buy
Jan 17, 2026
Sagicor Financial
0.49%
0.00%
1
Open
Jan 17, 2026
Ag Growth International
0%
▲ 28.93%
2
Sell
Jan 09, 2026
BCE
0.96%
▲ 1.73%
1
Open
Jan 09, 2026
FirstService
0%
▲ 5.30%
2
Sell
Jan 07, 2026
Thomson Reuters
0.42%
▼ 3.88%
2
Buy
Jan 07, 2026
Peyto Exploration & Dev
1.42%
▲ 2.21%
1
Open
Jan 02, 2026
Plaza Retail REIT
0.54%
▲ 2.82%
2
Buy
Jan 01, 2026
Telus
1.31%
▲ 6.07%
2
Buy
Jan 01, 2026
Total Energy Services
0.58%
▲ 5.61%
2
Buy
Jan 01, 2026
Vanguard FTSE Emerging Markets All Cap Index ETF
0.14%
▲ 5.84%
2
Buy
Jan 01, 2026
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0.16%
▲ 0.68%
1
Open
Jan 01, 2026
Alaris Royalty
2.03%
▲ 3.57%
2
Buy
Dec 31, 2025
Firm Capital Property
0.84%
▲ 0.58%
2
Buy
Dec 31, 2025
Cenovus Energy
0.41%
▲ 7.92%
1
Open
Dec 31, 2025