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Moderate - New Portfolio

Adriano

Moderate
Individual Investor
Ranked #69,821 out of 809,057 TipRanks' Investors
Success Rate
77%
34 out of 44
profitable transactions
Average Return
38.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.59%
6-Month Return▲ 8.51%
12-Month Return▲ 19.90%
YTD Return▲ 9.73%
Total Return▲ 28.94%

Best Trade

Opened at
Closed at-
Gain▲ 236.79%

Bio

The moderate portfolio!

Performance

14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▲ 2.65%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.32%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.61%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.37%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.84%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.72%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 0.85%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 2.65%
▲ 6.03%▲ 2.69%▲ 2.32%
▼ 12.86%▼ 1.27%▼ 2.74%
▼ 1.80%▼ 5.57%▼ 3.61%
▲ 1.84%▼ 0.87%▲ 2.37%
▲ 12.20%▲ 6.28%▲ 6.84%
▲ 6.24%▲ 5.14%▲ 3.72%
▲ 14.83%▲ 1.65%▲ 0.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Core S&P/TSX Capped Composite Index ETF
0.06%
▲ 3.89%
1
Open
Jun 01, 2025
South Bow Corp
0.11%
▲ 4.86%
1
Open
May 20, 2025
Vanguard S&P500 Indx
16.05%
▲ 13.51%
2
Buy
Apr 04, 2025
US Bancorp
0.93%
▲ 18.55%
3
Open
Jan 17, 2024
Horizon Therapeutics
▲ 49.62%
2
Close
Oct 05, 2023
Vanguard FTSE Canadian High Dividend Yield Index ETF
1.24%
▲ 40.05%
1
Open
May 18, 2023
Jaguar Animal Health
0%
▼ 100.00%
2
Sell
Apr 24, 2023
iShares S&P/TSX 60 Index ETF
3.04%
▲ 39.53%
1
Open
Apr 24, 2023
Pembina Pipeline
0%
▲ 90.39%
2
Sell
Nov 30, 2022
Itau Unibanco
1.4%
▲ 64.62%
1
Open
Nov 30, 2022
Suncor Energy
0%
▲ 183.49%
2
Sell
Nov 15, 2022
Walt Disney
1.23%
▲ 30.93%
1
Open
Nov 14, 2022
SPDR S&P 500 ETF Trust
1.27%
▲ 65.05%
1
Open
Nov 14, 2022
InterRent REIT Un
1.53%
▲ 10.65%
3
Buy
Nov 01, 2022
Microsoft
27.9%
▲ 132.23%
3
Buy
Nov 01, 2022
Alphabet Class A
1.87%
▲ 105.78%
1
Open
Nov 01, 2022
Apple
11.12%
▲ 64.35%
2
Buy
Jun 15, 2022
Lightspeed POS Inc
0.25%
▼ 70.93%
1
Open
Dec 06, 2021
Tenet Fintech Group Inc.
0.01%
▼ 99.67%
1
Open
Aug 10, 2021
Robinhood Markets
3.78%
▲ 215.16%
1
Open
Jul 29, 2021