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New Portfolio - New Portfolio
dan
New PortfolioIndividual Investor
Ranked #598,180 out of 796,015 TipRanks' Investors
Success Rate
88 out of 170
profitable transactions
profitable transactions
Average Return
-7.66%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.30%
6-Month Return▲ 0.79%
12-Month Return▲ 5.69%
YTD Return▼ 8.72%
Total Return▼ 23.36%
Best Trade
Bio
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.44%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 5.82%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 7.88%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 0.49%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.05%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.34%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.28%
Mar 2025
▼ 6.04%
▼ 3.89%
▼ 4.22%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.44%
▲ 10.00%▼ 0.89%▲ 5.82%
▲ 25.98%▲ 5.96%▲ 7.88%
▲ 5.34%▼ 2.41%▲ 0.49%
▲ 5.99%▲ 2.69%▲ 2.05%
▼ 12.86%▼ 1.27%▼ 6.34%
▼ 1.80%▼ 5.57%▼ 0.28%
▼ 6.04%▼ 3.89%▼ 4.22%
Recent Activity
Vanguard Real Estate ETF
0.01%
▼ 2.76%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
6.64%
▼ 6.51%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
1.07%
▲ 3.29%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
0.74%
▲ 140.80%
3
Sell
Nov 01, 2024
Beyond Inc
―
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▲ 3.34%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.06%
▲ 6.70%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 49.13%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.13%
▼ 77.23%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▼ 5.97%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.15%
▼ 61.95%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
2.89%
▲ 22.28%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 14.91%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.6%
▲ 27.44%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 34.08%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 5.16%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.72%
▲ 8.29%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▼ 21.92%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.37%
▲ 1.88%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
1.19%
▲ 14.63%
2
Buy
Jul 11, 2024