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Portfolio 3 of 3 - New Portfolio

iamcharliebabic@gmail.com

Portfolio 3 of 3
Individual Investor
Ranked #34,180 out of 820,360 TipRanks' Investors
Success Rate
80%
231 out of 288
profitable transactions
Average Return
22.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.01%
6-Month Return▲ 19.89%
12-Month Return▲ 24.40%
YTD Return▲ 20.04%
Total Return▲ 44.66%

Best Trade

Opened at
Closed at-
Gain▲ 146.29%

Bio

Performance

27.92%0-27.92%
▼ 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
▲ 27.92%
▲ 2.30%
▲ 2.45%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.83%
Aug 2025
▲ 6.13%
▲ 2.88%
▲ 3.82%
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%
▲ 27.92%▲ 2.30%▲ 2.45%
▲ 4.87%▲ 2.05%▲ 3.83%
▲ 6.13%▲ 2.88%▲ 3.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AtkinsRealis
0%
0.00%
1
Open
Sep 26, 2025
Keyera Corp.
0%
0.00%
1
Open
Sep 26, 2025
Hamilton U.S. T-Bill YIELD MAXIMIZER ETF Trust Unit Hedged
0%
▲ 0.10%
1
Open
Sep 08, 2025
Canopy Growth
0%
▼ 25.56%
1
Open
Aug 29, 2025
POET Technologies
▼ 30.23%
9
Close
Aug 27, 2025
Tilray
0%
▼ 9.04%
3
Open
Aug 20, 2025
Canopy Growth
0%
▲ 8.67%
1
Open
Aug 19, 2025
Harvest Diversified Monthly Income ETF Trust Units A
0%
▲ 3.20%
1
Open
Aug 15, 2025
iShares 20+ Year U.S. Treasury Bond Index ETF Trust Units -Hedged-
0%
▲ 2.99%
1
Open
Aug 15, 2025
Vanguard USDivCad-hg
0%
▲ 2.57%
1
Open
Aug 15, 2025
Brookfield Infrastructure
0%
▼ 1.51%
1
Open
Jul 23, 2025
Brookfield Infrastructure
0%
▲ 5.87%
1
Open
Jul 23, 2025
BMO Monthly Incm Un
0%
▲ 6.12%
1
Open
Jun 25, 2025
Global X Defense Tech ETF
0%
▲ 17.09%
1
Open
Jun 19, 2025
Brookfield Infrastructure
0%
▲ 3.48%
1
Open
Jun 03, 2025
NTG Clarity Networks
0%
▼ 30.34%
1
Open
May 29, 2025
Whitecap Resources
2.92%
▲ 24.76%
13
Buy
May 09, 2025
Veren
▼ 3.63%
2
Close
May 09, 2025
National Bank of Canada
0%
▲ 27.39%
1
Open
Feb 28, 2025
Occidental Petroleum
0%
▲ 0.85%
1
Open
Feb 12, 2025