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My Portfolio - New Portfolio

PerformancePortfolio Details

renalouise12@gmail.com

My Portfolio
Individual Investor
Ranked #259,572 out of 757,311 TipRanks' Investors
Success Rate
51%
126 out of 247
profitable transactions
Average Return
9.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.09%
6-Month Return▲ 5.05%
12-Month Return▲ 26.49%
YTD Return▲ 14.99%
Total Return▲ 160.91%

Best Trade

AssetShopify (SHOP)
Opened at
Closed at-
Gain▲ 959.54%

Bio

I am invested for the long term. I don’t do options however, need to find a way to protect my mostly stock portfolio when the Corrections happen. I do have some gic's for a 1 yr timeframe.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.76%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.24%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.31%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.24%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.58%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.80%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.08%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 5.43%
▲ 5.05%▲ 3.27%▲ 2.76%
▼ 12.40%▼ 4.03%▼ 1.24%
▲ 11.46%▲ 5.06%▲ 1.31%
▼ 2.25%▲ 3.53%▲ 1.24%
▲ 25.76%▲ 1.21%▲ 2.58%
▼ 4.21%▲ 2.34%▲ 0.80%
▲ 2.65%▼ 0.40%▼ 1.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AAPL
Apple
―
▲ 34.17%
11
Close
Sep 08, 2024
DIS
Walt Disney
―
▼ 50.45%
2
Close
Sep 08, 2024
XHB
SPDR S&P Homebuilders ETF
―
▲ 82.14%
2
Close
Sep 08, 2024
TFII
TFI International
―
▲ 83.00%
2
Close
Sep 08, 2024
ABNB
Airbnb
―
▼ 27.42%
2
Close
Sep 08, 2024
ZIM
ZIM Integrated Shipping Services
―
▼ 43.68%
2
Close
Sep 08, 2024
SQ
Block
―
▲ 168.52%
7
Close
Sep 08, 2024
ANAB
AnaptysBio
―
▲ 57.97%
2
Close
Sep 08, 2024
FND
Floor & Decor Holdings
―
▲ 8.16%
2
Close
Sep 08, 2024
HIVE
HIVE Digital Technologies
―
▼ 9.45%
2
Close
Sep 08, 2024
BMA
Banco Macro SA
―
▲ 4.52%
2
Close
Sep 08, 2024
GSY
goeasy
0%
▼ 3.78%
1
Open
Jul 17, 2024
MCHP
Microchip
0%
▼ 16.17%
1
Open
Jun 30, 2024
NVDA
Nvidia
0%
▲ 1.10%
3
Open
Jun 22, 2024
LLY
Eli Lilly & Co
0%
▲ 2.53%
1
Open
Jun 21, 2024
WELL
WELL Health Technologies Corp
―
▼ 48.93%
2
Close
May 15, 2024
VRN
Veren
―
▲ 13.79%
2
Close
May 15, 2024
XPEV
XPeng, Inc. ADR
―
▼ 68.41%
2
Close
Nov 10, 2023
WMT
Walmart
―
▲ 19.21%
2
Close
Nov 10, 2023
T
Telus
―
▲ 4.16%
4
Close
Nov 10, 2023