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Investment Pros - New Portfolio

Canada Finance

Investment Pros
Individual Investor
Ranked #126,749 out of 802,564 TipRanks' Investors
Success Rate
67%
218 out of 325
profitable transactions
Average Return
4.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.55%
6-Month Return▼ 0.81%
12-Month Return▲ 23.36%
YTD Return▲ 5.89%
Total Return▲ 230.06%

Best Trade

Opened at
Closed at
Gain▲ 215.64%

Bio

Join us in our journey "Zero to $5 Million". Started from a 300k line of credit. We pursue value investing, dividend compounding, option strategies, business cycles analysis and macro economy to reach $5 Million in 10 years.

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 14.84%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 8.55%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 4.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.30%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.32%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.33%
May 2025
▲ 0.43%
▲ 0.62%
▲ 1.80%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 14.84%
▲ 5.43%▼ 2.41%▼ 8.55%
▲ 5.99%▲ 2.69%▲ 4.93%
▼ 12.86%▼ 1.27%▼ 0.18%
▼ 1.80%▼ 5.57%▼ 2.30%
▲ 1.76%▼ 0.87%▲ 0.32%
▲ 12.21%▲ 6.28%▲ 1.33%
▲ 0.43%▲ 0.62%▲ 1.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tesla
10.22%
▲ 38.53%
11
Open
Jun 05, 2025
Burlington Stores
▼ 0.09%
2
Close
Jun 04, 2025
Boeing
▲ 1.51%
6
Close
Jun 03, 2025
Enphase Energy
4.45%
▼ 5.60%
1
Open
Jun 03, 2025
SmartCentres Real Estate Investment Trust
1.36%
▲ 7.82%
21
Sell
May 29, 2025
NICE
▼ 0.86%
2
Close
May 19, 2025
Cenovus Energy
2.37%
▲ 7.34%
22
Sell
May 18, 2025
Synopsys
▲ 9.25%
4
Close
May 18, 2025
Canadian National Railway
2.27%
▼ 0.32%
2
Sell
May 18, 2025
Rivian Automotive
▲ 10.88%
3
Close
May 01, 2025
iShares 20+ Year Treasury Bond ETF
43.44%
▼ 0.05%
33
Buy
Apr 24, 2025
SPDR S&P 500 ETF Trust
▼ 0.42%
8
Close
Apr 01, 2025
PG&E
▲ 6.41%
5
Close
Mar 24, 2025
Nvidia
▲ 6.28%
3
Close
Mar 13, 2025
Intel
▲ 11.11%
2
Close
Mar 13, 2025
Kraft Heinz
▲ 0.04%
8
Close
Mar 11, 2025
Telus
▲ 6.75%
9
Close
Mar 11, 2025
Schlumberger
▲ 5.83%
13
Close
Mar 07, 2025
Lockheed Martin
▲ 6.18%
8
Close
Mar 06, 2025
MongoDB
6.47%
▼ 13.79%
3
Buy
Mar 06, 2025