tiprankstipranks

New Portfolio - New Portfolio

dan

New Portfolio
Individual Investor
Ranked #312,630 out of 858,889 TipRanks' Investors
Success Rate
57%
97 out of 170
profitable transactions
Average Return
8.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.57%
6-Month Return▼ 5.90%
12-Month Return▲ 62.63%
YTD Return▼ 13.56%
Total Return▲ 23.75%

Best Trade

Opened at
Closed at-
Gain▲ 1156.93%

Bio

Performance

17.22%0-17.22%
▲ 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
▼ 1.12%
▼ 0.86%
▼ 5.77%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.23%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.98%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 1.12%▼ 0.86%▼ 5.77%
▲ 0.60%▼ 4.94%▼ 7.23%
▲ 4.89%▲ 4.48%▲ 5.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Real Estate ETF
0.01%
▲ 3.09%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
7.3%
▲ 19.52%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
0.91%
▲ 6.34%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
0.65%
▲ 148.00%
3
Sell
Nov 01, 2024
Bed Bath & Beyond
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▲ 9.67%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.89%
▲ 36.51%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 143.41%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.02%
▼ 95.68%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▲ 20.89%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.08%
▼ 76.73%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.28%
▲ 60.14%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 43.71%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.89%
▲ 76.90%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 66.73%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 48.71%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.75%
▲ 27.80%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▲ 67.29%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
3.81%
▲ 4.80%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
7.27%
▲ 708.97%
2
Buy
Jul 11, 2024