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Louis Equity - New Portfolio

jose

Louis Equity
Individual Investor
Ranked #77,921 out of 861,878 TipRanks' Investors
Success Rate
80%
145 out of 182
profitable transactions
Average Return
10.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.74%
6-Month Return-
12-Month Return-
YTD Return▲ 14.22%
Total Return▲ 15.46%

Best Trade

Opened at
Closed at-
Gain▲ 75.96%

Bio

dividend equity growth

Performance

16.06%0-16.06%
▲ 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
▼ 1.28%
▼ 0.86%
▲ 4.76%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.23%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.89%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 0.71%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%
▼ 3.68%▲ 0.19%
▼ 0.10%▲ 0.08%▲ 1.09%
▲ 4.06%▲ 1.47%▲ 4.57%
▼ 1.28%▼ 0.86%▲ 4.76%
▲ 0.52%▼ 4.94%▼ 2.23%
▲ 16.06%▲ 10.51%▲ 5.89%
▲ 7.56%▲ 2.64%▲ 0.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Storagevault Canada
0.15%
▼ 0.69%
1
Open
May 07, 2026
Atrium Mortgage Invest
1.21%
▲ 2.95%
6
Buy
May 06, 2026
Cenovus Energy
0.27%
▲ 35.88%
2
Buy
Apr 28, 2026
PMET Resources Inc
0%
▲ 30.14%
2
Sell
Apr 28, 2026
Enbridge
0%
▲ 14.54%
2
Sell
Apr 21, 2026
SmartCentres Real Estate Investment Trust
0.69%
▲ 0.76%
1
Open
Apr 21, 2026
Alaris Royalty
2.07%
▲ 9.27%
3
Buy
Apr 20, 2026
Global X Copper Producer Equity Covered Call ETF Trust Units A
1.35%
▲ 4.45%
3
Buy
Apr 20, 2026
Algonquin Power & Utilities
0.58%
▼ 5.13%
4
Buy
Apr 20, 2026
Max Power Mining Corp
0.51%
▲ 45.49%
4
Buy
Apr 20, 2026
A & W Food Services of Canada Inc.
0.31%
▼ 3.92%
1
Open
Apr 20, 2026
Nouveau Monde Mining
0.1%
▼ 6.02%
1
Open
Apr 20, 2026
Canopy Growth
0.11%
▲ 10.00%
1
Open
Apr 03, 2026
Ag Growth International
0.17%
▼ 1.20%
3
Buy
Mar 24, 2026
Decisive Dividend
0.23%
▲ 9.35%
1
Open
Mar 17, 2026
Algoma Central
0%
▲ 18.90%
2
Sell
Mar 07, 2026
Automotive Properties
1.1%
▲ 5.57%
2
Buy
Mar 07, 2026
Cascades
0.19%
▼ 14.92%
6
Buy
Mar 07, 2026
Dividend Growth Split Corp. Class A
1.1%
▲ 11.03%
5
Buy
Mar 07, 2026
Firm Capital Property
0.85%
▲ 12.06%
3
Buy
Mar 07, 2026