Portfolio 3 of 3 - New Portfolio

iamcharliebabic@gmail.com

Portfolio 3 of 3
Individual Investor
Ranked #35,650 out of 757,311 TipRanks' Investors
Success Rate
76%
183 out of 240
profitable transactions
Average Return
9.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.70%
6-Month Return▲ 5.92%
12-Month Return▲ 17.87%
YTD Return▲ 13.06%
Total Return▲ 15.39%

Best Trade

Opened at
Closed at-
Gain▲ 57.06%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.20%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.20%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.86%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.53%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.52%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.75%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 3.20%
▲ 5.05%▲ 3.27%▲ 4.20%
▼ 12.40%▼ 4.03%▼ 1.20%
▲ 11.46%▲ 5.06%▲ 2.83%
▼ 2.25%▲ 3.53%▼ 0.86%
▲ 25.76%▲ 1.21%▲ 3.53%
▼ 4.21%▲ 2.34%▼ 0.52%
▲ 2.65%▼ 0.40%▲ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
American Tower
0%
0.00%
1
Open
Sep 19, 2024
iShares Core MSCI Canadian Quality Dividend Index ETF
0%
▲ 1.38%
1
Open
Sep 08, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
0%
▲ 2.25%
1
Open
Aug 24, 2024
Tilray
0%
▼ 12.54%
1
Open
Jul 31, 2024
Choice Properties Real Estate Investment
0.58%
▲ 19.28%
1
Open
May 01, 2024
TC Energy
0%
▲ 29.91%
1
Open
May 01, 2024
Chartwell Retirement Residences
0.6%
▲ 25.65%
2
Buy
Apr 17, 2024
JPMorgan Chase & Co.
0.55%
▲ 6.66%
1
Open
Apr 04, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0%
▲ 4.86%
3
Open
Mar 27, 2024
Horizons High Interest Savings ETF Trust Units A
2.11%
▲ 3.43%
6
Sell
Mar 20, 2024
Headwater Exploration
0.19%
▼ 3.33%
2
Buy
Mar 06, 2024
Advanced Micro Devices
0%
▼ 4.62%
8
Open
Feb 23, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.78%
▲ 2.82%
1
Open
Feb 21, 2024
Invesco S&P 500 Top 50 ETF
0%
▲ 17.63%
1
Open
Jan 25, 2024
Bank Of Montreal
0%
▲ 0.34%
5
Open
Jan 16, 2024
Bank Of Montreal
0%
▼ 0.46%
5
Open
Jan 16, 2024
iShr CoreSP/TSX Div
1.67%
▲ 12.02%
3
Buy
Jan 15, 2024
BMO Covered Call Canadian Banks ETF
4.83%
▲ 17.24%
9
Buy
Jan 12, 2024
BMO Covered Call Utilities ETF
5.3%
▲ 11.43%
10
Buy
Jan 12, 2024
iShares S&P/TSX Capped Energy Index ETF
2.61%
▲ 12.95%
7
Buy
Jan 12, 2024