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Investment Pros - New Portfolio

Canada Finance

Investment Pros
Individual Investor
Ranked #102,708 out of 824,094 TipRanks' Investors
Success Rate
74%
260 out of 350
profitable transactions
Average Return
7.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 35.36%
6-Month Return▲ 69.93%
12-Month Return▲ 84.85%
YTD Return▲ 68.56%
Total Return▲ 417.04%

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

34.68%0-34.68%
▼ 6.38%
▼ 5.57%
▼ 2.31%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.06%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 1.33%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.08%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.40%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 34.68%
Sep 2025
▲ 4.43%
▼ 0.27%
▲ 3.28%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.31%
▲ 0.80%▼ 0.87%▲ 0.06%
▲ 11.63%▲ 6.28%▲ 1.33%
▲ 9.25%▲ 5.14%▲ 9.08%
▲ 7.60%▲ 2.30%▲ 0.40%
▲ 2.76%▲ 2.05%▲ 4.96%
▲ 12.88%▲ 3.56%▲ 34.68%
▲ 4.43%▼ 0.27%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boeing
8.01%
▲ 0.01%
8
Buy
Oct 15, 2025
Keurig Dr Pepper
6.59%
▲ 7.80%
6
Sell
Oct 15, 2025
iShares 20+ Year Treasury Bond ETF
25.74%
▲ 5.05%
36
Sell
Oct 14, 2025
Burcon Nutrascience
0.05%
▼ 14.86%
18
Sell
Oct 07, 2025
UiPath
2.18%
▲ 13.36%
17
Sell
Oct 06, 2025
Texas Instruments
16.61%
▲ 0.01%
5
Buy
Oct 06, 2025
Costco
▼ 0.65%
2
Close
Oct 06, 2025
Portillo's
▼ 2.31%
2
Close
Sep 24, 2025
Adobe
▲ 0.73%
2
Close
Sep 16, 2025
CVS Health
▲ 30.81%
14
Close
Sep 13, 2025
Canadian National Railway
8.99%
▲ 0.99%
5
Buy
Sep 10, 2025
MongoDB
▲ 23.66%
4
Close
Sep 08, 2025
Cenovus Energy
▲ 14.76%
23
Close
Aug 22, 2025
Schlumberger
▲ 5.62%
15
Close
Aug 22, 2025
NICE
▲ 5.30%
5
Close
Aug 22, 2025
Aurora Innovation
7.23%
▼ 8.24%
4
Buy
Aug 20, 2025
SmartCentres Real Estate Investment Trust
▲ 9.25%
22
Close
Aug 14, 2025
PG&E
▲ 5.45%
8
Close
Jul 31, 2025
Mobileye Global, Inc. Class A
▲ 5.60%
19
Close
Jul 25, 2025
Illumina
13.47%
▼ 12.86%
6
Sell
Jul 25, 2025