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Louis Equity - New Portfolio

jose

Louis Equity
Individual Investor
Ranked #531,529 out of 834,043 TipRanks' Investors
Success Rate
14%
9 out of 64
profitable transactions
Average Return
0.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.70%
6-Month Return-
12-Month Return-
YTD Return▲ 0.70%
Total Return▲ 0.70%

Best Trade

Opened at
Closed at-
Gain▲ 2.09%

Bio

dividend equity growth

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
Nov 2025
▲ 1.55%
▲ 1.31%
▲ 0.70%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%
▲ 12.88%▲ 3.56%
▲ 10.96%▲ 2.38%
▼ 3.57%▲ 0.19%
▲ 1.55%▲ 1.31%▲ 0.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Transcontinental
1.07%
0.00%
1
Open
Dec 25, 2025
Total Energy Services
0.45%
0.00%
1
Open
Dec 25, 2025
Tourmaline Oil
0.52%
0.00%
1
Open
Dec 25, 2025
Thomson Reuters
0.23%
0.00%
1
Open
Dec 25, 2025
TD S&P/TSX CapCompo
1.1%
0.00%
1
Open
Dec 25, 2025
Tamarack Valley Energy
1.54%
0.00%
1
Open
Dec 25, 2025
Vanguard FTSE Canada All Cap Index ETF
0.56%
0.00%
1
Open
Dec 25, 2025
Vanguard FTSE Emerging Markets All Cap Index ETF
0.05%
0.00%
1
Open
Dec 25, 2025
Whitecap Resources
5.16%
0.00%
1
Open
Dec 25, 2025
iShares Core Canadian Universe Bond Index ETF
2.18%
0.00%
1
Open
Dec 25, 2025
IShare SP/TSX SmlCap
0.87%
0.00%
1
Open
Dec 25, 2025
iShares Cdn Value Un
1.22%
0.00%
1
Open
Dec 25, 2025
iShares Core MSCI Canadian Quality Dividend Index ETF
6.46%
0.00%
1
Open
Dec 25, 2025
iShares Core S&P/TSX Capped Composite Index ETF
1.1%
0.00%
1
Open
Dec 25, 2025
Exco Technologies
0.96%
0.00%
1
Open
Dec 25, 2025
iShares CoreSP500Idx
1.27%
0.00%
1
Open
Dec 25, 2025
BMO S&P/TSX Equal Weight Banks Index ETF
4.02%
0.00%
1
Open
Dec 25, 2025
BMO Covered Call Utilities ETF
2.37%
0.00%
1
Open
Dec 25, 2025
BMO Money Market Fund Trust Units Series -ETF-
0.02%
0.00%
1
Open
Dec 25, 2025
Dividend 15 Split Corp
1.28%
0.00%
1
Open
Dec 24, 2025