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New Portfolio - New Portfolio
dan
New PortfolioIndividual Investor
Ranked #320,385 out of 857,329 TipRanks' Investors
Success Rate
96 out of 170
profitable transactions
profitable transactions
Average Return
6.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.34%
6-Month Return▼ 2.09%
12-Month Return▲ 41.30%
YTD Return▼ 17.14%
Total Return▲ 18.63%
Best Trade
Bio
Performance
17.22%0-17.22%
▲ 2.76%
▲ 2.05%
▲ 10.75%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.48%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 17.22%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 3.52%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 6.70%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 5.72%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 5.81%
Mar 2026
▲ 2.76%▲ 2.05%▲ 10.75%
▲ 12.88%▲ 3.56%▲ 8.48%
▲ 10.96%▲ 2.38%▲ 17.22%
▼ 3.68%▲ 0.19%▼ 6.34%
▼ 0.10%▲ 0.08%▲ 3.52%
▲ 4.06%▲ 1.47%▼ 6.70%
▼ 1.18%▼ 0.86%▼ 5.72%
▲ 1.73%▼ 5.20%▼ 5.81%
Recent Activity
Vanguard Real Estate ETF
0.01%
▲ 0.25%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
7.03%
▲ 14.00%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
0.91%
▲ 5.11%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
0.61%
▲ 130.40%
3
Sell
Nov 01, 2024
Bed Bath & Beyond
―
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▲ 7.90%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.55%
▲ 30.27%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 106.50%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.03%
▼ 93.38%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▲ 15.22%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.12%
▼ 64.47%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.18%
▲ 52.83%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 37.48%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.79%
▲ 65.28%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 57.43%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 37.85%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.67%
▲ 21.87%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▲ 34.10%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
3.87%
▲ 4.64%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
7.75%
▲ 755.01%
2
Buy
Jul 11, 2024