New Portfolio - New Portfolio

dan

New Portfolio
Individual Investor
Ranked #548,299 out of 767,017 TipRanks' Investors
Success Rate
56%
96 out of 170
profitable transactions
Average Return
-2.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.17%
6-Month Return▲ 18.43%
12-Month Return▲ 56.52%
YTD Return▲ 25.89%
Total Return▼ 18.69%

Best Trade

Opened at
Closed at-
Gain▲ 418.96%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 14.89%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.11%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.09%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 14.61%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 0.35%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 6.07%
Oct 2024
▲ 9.99%
▲ 4.97%
▲ 5.70%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 14.89%
▲ 11.46%▲ 5.06%▲ 8.11%
▼ 2.25%▲ 3.53%▼ 8.09%
▲ 25.72%▲ 1.21%▲ 14.61%
▼ 4.22%▲ 2.34%▼ 1.33%
▲ 7.82%▲ 2.10%▼ 0.35%
▲ 6.02%▼ 0.89%▲ 6.07%
▲ 9.99%▲ 4.97%▲ 5.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Real Estate ETF
0.01%
▲ 0.74%
4
Sell
Nov 03, 2024
Vanguard Growth ETF
7.19%
▲ 5.23%
2
Buy
Nov 03, 2024
iShares 20+ Year Treasury Bond ETF
1.05%
▲ 4.77%
7
Buy
Nov 01, 2024
Eledon Pharmaceuticals
1%
▲ 285.60%
3
Sell
Nov 01, 2024
Beyond Inc
▼ 89.06%
18
Close
Oct 27, 2024
iShares China Large-Cap ETF
0%
▼ 1.93%
4
Sell
Oct 27, 2024
Vanguard S&P 500 ETF
9.66%
▲ 17.72%
7
Buy
Oct 27, 2024
VanEck Gold Miners ETF
0%
▲ 20.91%
6
Sell
Oct 14, 2024
Jasper Therapeutics
0.7%
▲ 28.49%
2
Buy
Oct 14, 2024
Vanguard Total Stock Market ETF
0%
▲ 4.97%
2
Sell
Oct 14, 2024
Rani Therapeutics Holdings
0.29%
▼ 19.18%
1
Open
Oct 14, 2024
iShares NASDAQ 100 Index ETF (CAD-Hedged)
3.11%
▲ 37.39%
13
Sell
Sep 26, 2024
iShares Core S&P 500 Index ETF (CAD-Hedged)
0%
▲ 27.64%
9
Sell
Sep 26, 2024
iShares S&P/TSX 60 Index ETF
1.6%
▲ 30.25%
4
Sell
Sep 26, 2024
Utilities Select Sector SPDR Fund
0%
▲ 33.42%
3
Sell
Sep 26, 2024
iShares Russell 2000 ETF
0%
▲ 33.01%
6
Sell
Sep 26, 2024
BMO DJ IndAv Heg ETF
2.86%
▲ 18.18%
5
Sell
Sep 26, 2024
iShr SP/TSXGblBseMtl
0%
▼ 2.84%
2
Sell
Sep 26, 2024
BMO Money Market Fund Trust Units Series -ETF-
4.2%
▲ 0.72%
2
Buy
Sep 26, 2024
Amprius Technologies Inc
1.1%
▲ 17.92%
2
Buy
Jul 11, 2024