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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #95,538 out of 794,749 TipRanks' Investors
Success Rate
61%
62 out of 102
profitable transactions
Average Return
7.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.60%
6-Month Return▼ 1.53%
12-Month Return▲ 9.13%
YTD Return▼ 5.89%
Total Return▲ 36.37%

Best Trade

Opened at
Closed at-
Gain▲ 77.15%

Bio

this is my portfolio

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 6.35%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 2.04%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.76%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.34%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.81%
Mar 2025
▼ 17.13%
▼ 9.83%
▼ 7.11%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 6.35%
▲ 10.00%▼ 0.89%▲ 2.04%
▲ 26.01%▲ 5.96%▲ 5.76%
▲ 5.33%▼ 2.41%▼ 3.34%
▲ 5.87%▲ 2.69%▲ 2.08%
▼ 12.86%▼ 1.27%▲ 0.06%
▼ 1.80%▼ 5.57%▼ 0.81%
▼ 17.13%▼ 9.83%▼ 7.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
E Split Corp. Class A
7.25%
▲ 31.96%
7
Sell
Oct 18, 2024
Global Dividend Growth Split Corp. Class A
5.74%
▼ 17.13%
2
Sell
Oct 18, 2024
BMO S&P/TSX Equal Weight Banks Index ETF
▲ 18.51%
5
Close
Oct 11, 2024
Algonquin Power & Utilities
3.46%
▼ 34.43%
6
Buy
Oct 11, 2024
Dividend 15 Split Corp
3.77%
▲ 8.55%
12
Buy
Oct 11, 2024
Allied Properties Real Estate Investment Trust
▲ 16.04%
2
Close
Oct 11, 2024
Canoe EIT Income Fund
▲ 42.07%
2
Close
Jul 24, 2024
Vanguard FTSE Canadian High Dividend Yield Index ETF
▲ 15.79%
2
Close
Jul 24, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
▲ 9.28%
2
Close
Jan 14, 2024
TransAlta Renewable
▼ 14.16%
12
Close
Oct 10, 2023
TransAlta
8.66%
▲ 4.25%
1
Open
Oct 10, 2023
Telus
21.62%
▼ 11.37%
7
Buy
Jul 14, 2023
Keyera Corp.
▲ 34.43%
4
Close
Jul 07, 2023
Brompton Splt Banc A
2.41%
▼ 2.24%
3
Buy
Jul 07, 2023
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
18.04%
▲ 12.49%
1
Open
Jul 07, 2023
Diversified Royalty Corp
▲ 39.19%
8
Close
Mar 05, 2023
Life & Banc Split
▲ 13.41%
7
Close
Jan 12, 2023
AXS Real Estate ate Income ETF
▼ 2.54%
2
Close
Oct 28, 2022
Granite Real Estate
▼ 23.51%
2
Close
Sep 17, 2022
B2Gold
▼ 12.48%
7
Close
Sep 17, 2022