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Portfolio 3 of 3 - New Portfolio

iamcharliebabic@gmail.com

Portfolio 3 of 3
Individual Investor
Ranked #36,132 out of 816,888 TipRanks' Investors
Success Rate
79%
227 out of 287
profitable transactions
Average Return
19.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.12%
6-Month Return▲ 17.24%
12-Month Return▲ 24.73%
YTD Return▲ 15.79%
Total Return▲ 39.53%

Best Trade

Opened at
Closed at-
Gain▲ 120.65%

Bio

Performance

27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.88%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.89%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.38%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.83%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 2.40%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.83%
Aug 2025
▲ 1.52%
▲ 0.34%
▲ 0.18%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.15%
▼ 1.80%▼ 5.57%▼ 1.88%
▲ 1.84%▼ 0.87%▼ 0.89%
▲ 12.20%▲ 6.28%▲ 6.38%
▲ 6.24%▲ 5.14%▲ 3.83%
▲ 27.87%▲ 2.30%▲ 2.40%
▲ 4.87%▲ 2.05%▲ 3.83%
▲ 1.52%▲ 0.34%▲ 0.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canopy Growth
0%
▼ 18.89%
1
Open
Aug 29, 2025
POET Technologies
▼ 30.23%
9
Close
Aug 27, 2025
Tilray
0%
▼ 8.02%
3
Open
Aug 20, 2025
Canopy Growth
0%
▲ 16.76%
1
Open
Aug 19, 2025
Harvest Diversified Monthly Income ETF Trust Units A
0%
▲ 2.15%
1
Open
Aug 15, 2025
iShares 20+ Year U.S. Treasury Bond Index ETF Trust Units -Hedged-
0%
▲ 2.74%
1
Open
Aug 15, 2025
Vanguard USDivCad-hg
0%
▲ 0.89%
1
Open
Aug 15, 2025
Brookfield Infrastructure
0%
▼ 4.05%
1
Open
Jul 23, 2025
Brookfield Infrastructure
0%
▼ 2.94%
1
Open
Jul 23, 2025
BMO Monthly Incm Un
0%
▲ 4.44%
1
Open
Jun 25, 2025
Global X Defense Tech ETF
0%
▲ 6.62%
1
Open
Jun 19, 2025
Brookfield Infrastructure
0%
▲ 0.32%
1
Open
Jun 03, 2025
NTG Clarity Networks
0%
▼ 36.33%
1
Open
May 29, 2025
Whitecap Resources
2.7%
▲ 17.95%
13
Buy
May 09, 2025
Veren
▼ 3.63%
2
Close
May 09, 2025
National Bank of Canada
0%
▲ 23.39%
1
Open
Feb 28, 2025
Occidental Petroleum
0%
▼ 2.98%
1
Open
Feb 12, 2025
BMO Ultra Short-Term Bond ETF
0%
▲ 1.79%
1
Open
Feb 05, 2025
SPDR Gold Shares
0%
▲ 30.23%
1
Open
Jan 29, 2025
Sprott Physical Gold Trust Units
0%
▲ 29.64%
1
Open
Jan 29, 2025