tiprankstipranks

Investment Pros - New Portfolio

Canada Finance

Investment Pros
Individual Investor
Ranked #139,012 out of 781,066 TipRanks' Investors
Success Rate
67%
187 out of 279
profitable transactions
Average Return
4.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.31%
6-Month Return▲ 23.73%
12-Month Return▲ 108.62%
YTD Return▲ 0.39%
Total Return▲ 213.13%

Best Trade

Opened at
Closed at-
Gain▲ 204.47%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 7.58%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 13.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.97%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.05%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 3.06%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 14.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 8.33%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.39%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 7.58%
▲ 8.13%▲ 1.21%▲ 13.00%
▼ 13.14%▲ 2.34%▲ 2.97%
▲ 2.93%▲ 2.10%▲ 1.05%
▲ 10.00%▼ 0.89%▲ 3.06%
▲ 26.04%▲ 5.96%▲ 14.82%
▲ 5.93%▼ 2.41%▼ 8.33%
▲ 9.79%▲ 0.95%▲ 0.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares 20+ Year Treasury Bond ETF
23.14%
▲ 0.36%
24
Sell
Jan 17, 2025
Schlumberger
▲ 7.84%
7
Sell
Jan 17, 2025
Darling Ingredients
▲ 1.10%
2
Sell
Jan 17, 2025
Oscar Health
▲ 6.35%
2
Buy
Jan 17, 2025
TransMedics Group
▼ 3.01%
8
Close
Jan 15, 2025
Walgreens Boots Alliance
▲ 20.25%
3
Close
Jan 15, 2025
PG&E
5.64%
▲ 4.87%
2
Sell
Jan 15, 2025
CVS Health
3.49%
▼ 7.22%
7
Sell
Jan 13, 2025
Mobileye Global, Inc. Class A
▲ 2.88%
17
Sell
Jan 03, 2025
Sangamo Biosciences
▲ 41.36%
13
Sell
Dec 31, 2024
Superior Plus
1.47%
▲ 0.47%
2
Buy
Dec 16, 2024
MongoDB
6.72%
▼ 20.35%
2
Buy
Dec 10, 2024
Kraft Heinz
5.83%
▼ 3.64%
7
Sell
Dec 09, 2024
Telus
12.91%
▼ 4.66%
6
Sell
Dec 09, 2024
Energy Select Sector SPDR Fund
▲ 2.91%
7
Close
Dec 05, 2024
Synopsys
3.49%
▲ 2.21%
1
Open
Dec 05, 2024
Aptiv
▲ 1.34%
4
Close
Nov 25, 2024
Cenovus Energy
3.99%
▲ 11.97%
18
Buy
Nov 21, 2024
United States Oil Fund LP
▼ 0.14%
19
Close
Nov 18, 2024
Suncor Energy
▲ 6.92%
2
Close
Nov 14, 2024