tiprankstipranks

Louis Equity - New Portfolio

jose

Louis Equity
Individual Investor
Ranked #195,489 out of 858,885 TipRanks' Investors
Success Rate
67%
115 out of 172
profitable transactions
Average Return
5.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.59%
6-Month Return-
12-Month Return-
YTD Return▲ 8.02%
Total Return▲ 9.19%

Best Trade

Opened at
Closed at-
Gain▲ 88.28%

Bio

dividend equity growth

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
Sep 2025
▲ 10.96%
▲ 2.38%
Oct 2025
▼ 3.68%
▲ 0.19%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.09%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.57%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.76%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.23%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.85%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%▲ 1.09%
▲ 4.06%▲ 1.47%▲ 4.57%
▼ 1.12%▼ 0.86%▲ 4.76%
▲ 0.60%▼ 4.94%▼ 2.23%
▲ 4.89%▲ 4.48%▲ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canopy Growth
0.11%
▲ 5.00%
1
Open
Apr 03, 2026
Ag Growth International
0.13%
▼ 26.05%
3
Buy
Mar 24, 2026
Decisive Dividend
0.26%
▲ 15.93%
1
Open
Mar 17, 2026
Atrium Mortgage Invest
1.08%
▲ 2.39%
5
Buy
Mar 07, 2026
Algoma Central
0%
▲ 17.34%
2
Sell
Mar 07, 2026
Automotive Properties
1.14%
▲ 1.62%
2
Buy
Mar 07, 2026
Cascades
0.2%
▼ 15.63%
6
Buy
Mar 07, 2026
Dividend Growth Split Corp. Class A
1.12%
▲ 5.00%
5
Buy
Mar 07, 2026
Firm Capital Property
0.87%
▲ 6.61%
3
Buy
Mar 07, 2026
Harvest Diversified Monthly Income ETF Trust Units A
1.09%
▲ 0.70%
3
Buy
Mar 07, 2026
Plaza Retail REIT
0.89%
▲ 0.93%
4
Buy
Mar 07, 2026
RBC Quant EU DivLdCA
1.84%
▲ 9.75%
2
Buy
Mar 07, 2026
Sun Life Financial
1.34%
▲ 5.70%
2
Buy
Mar 07, 2026
Exco Technologies
1.16%
▼ 0.16%
3
Buy
Mar 07, 2026
Max Power Mining Corp
0%
▼ 0.59%
3
Sell
Mar 07, 2026
Allied Properties Real Estate Investment Trust
0.4%
▲ 4.73%
4
Buy
Mar 07, 2026
WELL Health Technologies Corp
0.41%
▼ 9.73%
3
Buy
Mar 07, 2026
Amerigo Resources
0.17%
▲ 0.40%
2
Buy
Mar 07, 2026
Thomson Reuters
0%
▼ 23.14%
5
Sell
Feb 26, 2026
Kestrel Gold
0.02%
▼ 25.00%
2
Buy
Feb 26, 2026