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Investment Pros - New Portfolio

Canada Finance

Investment Pros
Individual Investor
Ranked #154,271 out of 809,087 TipRanks' Investors
Success Rate
68%
223 out of 329
profitable transactions
Average Return
5.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.04%
6-Month Return▲ 10.06%
12-Month Return▲ 38.68%
YTD Return▲ 14.24%
Total Return▲ 250.45%

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

21.44%0-21.44%
▲ 5.10%
▼ 2.41%
▼ 9.95%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.64%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.18%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.30%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.06%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.08%
Jun 2025
▲ 21.44%
▲ 1.57%
▼ 0.67%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 9.95%
▲ 6.03%▲ 2.69%▲ 6.64%
▼ 12.86%▼ 1.27%▼ 0.18%
▼ 1.80%▼ 5.57%▼ 2.30%
▲ 1.84%▼ 0.87%▲ 0.06%
▲ 12.20%▲ 6.28%▲ 1.33%
▲ 6.24%▲ 5.14%▲ 9.08%
▲ 21.44%▲ 1.57%▼ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vale SA
▼ 3.39%
5
Close
Jul 10, 2025
PG&E
6.56%
▲ 4.05%
6
Open
Jul 10, 2025
Western Forest Prod
▲ 1.25%
2
Close
Jul 07, 2025
Burcon Nutrascience
0.05%
▼ 0.50%
17
Sell
Jun 23, 2025
Enphase Energy
▲ 3.04%
2
Close
Jun 10, 2025
Schlumberger
13.93%
▲ 4.66%
14
Open
Jun 09, 2025
UiPath
2.85%
▲ 0.21%
14
Sell
Jun 07, 2025
Tesla
▲ 33.50%
12
Close
Jun 07, 2025
Burlington Stores
▼ 0.09%
2
Close
Jun 04, 2025
Boeing
▲ 1.51%
6
Close
Jun 03, 2025
SmartCentres Real Estate Investment Trust
1.31%
▲ 8.03%
21
Sell
May 29, 2025
NICE
▼ 0.86%
2
Close
May 19, 2025
Cenovus Energy
2.45%
▲ 9.56%
22
Sell
May 18, 2025
Synopsys
▲ 9.25%
4
Close
May 18, 2025
Canadian National Railway
2.08%
▼ 5.05%
2
Sell
May 18, 2025
Rivian Automotive
▲ 10.88%
3
Close
May 01, 2025
iShares 20+ Year Treasury Bond ETF
41.57%
▼ 0.80%
33
Buy
Apr 24, 2025
SPDR S&P 500 ETF Trust
▼ 0.42%
8
Close
Apr 01, 2025
Nvidia
▲ 6.28%
3
Close
Mar 13, 2025
Intel
▲ 11.11%
2
Close
Mar 13, 2025