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Portfolio 3 of 3 - New Portfolio

iamcharliebabic@gmail.com

Portfolio 3 of 3
Individual Investor
Ranked #38,680 out of 812,479 TipRanks' Investors
Success Rate
78%
220 out of 281
profitable transactions
Average Return
17.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.67%
6-Month Return▲ 9.60%
12-Month Return▲ 23.36%
YTD Return▲ 12.55%
Total Return▲ 35.62%

Best Trade

Opened at
Closed at-
Gain▲ 91.43%

Bio

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 2.38%
Jan 2025
▼ 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
▲ 27.91%
▲ 2.30%
▲ 2.43%
Jul 2025
▲ 2.01%
▲ 0.81%
▲ 1.08%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 2.38%
▼ 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%
▲ 27.91%▲ 2.30%▲ 2.43%
▲ 2.01%▲ 0.81%▲ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Brookfield Infrastructure
0%
▼ 5.45%
1
Open
Jul 23, 2025
Brookfield Infrastructure
0%
▼ 6.18%
1
Open
Jul 23, 2025
BMO Monthly Incm Un
0%
▲ 1.96%
1
Open
Jun 25, 2025
Global X Defense Tech ETF
0%
▲ 6.08%
1
Open
Jun 19, 2025
Brookfield Infrastructure
0%
▼ 2.03%
1
Open
Jun 03, 2025
NTG Clarity Networks
0%
▼ 17.98%
1
Open
May 29, 2025
Whitecap Resources
2.79%
▲ 17.75%
13
Buy
May 09, 2025
Veren
▼ 3.63%
2
Close
May 09, 2025
National Bank of Canada
0%
▲ 24.05%
1
Open
Feb 28, 2025
Occidental Petroleum
0%
▼ 6.34%
1
Open
Feb 12, 2025
BMO Ultra Short-Term Bond ETF
0%
▲ 1.50%
1
Open
Feb 05, 2025
SPDR Gold Shares
0%
▲ 23.15%
1
Open
Jan 29, 2025
Sprott Physical Gold Trust Units
0%
▲ 22.40%
1
Open
Jan 29, 2025
Rigetti Computing
0%
▲ 21.96%
1
Open
Jan 29, 2025
Hamilton U.S. Financials Yield Maximizer ETF Trust Units E
0%
▼ 4.12%
1
Open
Jan 29, 2025
Fiserv
0%
▼ 37.30%
1
Open
Jan 29, 2025
Oracle
0%
▲ 36.51%
1
Open
Jan 22, 2025
Broadcom
0%
▲ 29.13%
1
Open
Jan 20, 2025
Goldman Sachs Group
0%
▲ 16.38%
1
Open
Jan 20, 2025
goeasy
0%
▲ 15.97%
1
Open
Jan 20, 2025