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New Portfolio - New Portfolio

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New Portfolio
Individual Investor
Ranked #75,745 out of 810,248 TipRanks' Investors
Success Rate
71%
72 out of 102
profitable transactions
Average Return
18.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.68%
6-Month Return▲ 13.79%
12-Month Return▲ 31.97%
YTD Return▲ 17.17%
Total Return▲ 69.79%

Best Trade

Opened at
Closed at-
Gain▲ 85.54%

Bio

this is my portfolio

Performance

23.15%0-23.15%
▲ 5.10%
▼ 2.41%
▼ 3.34%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.82%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.08%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.99%
Jun 2025
▲ 23.15%
▲ 3.12%
▲ 3.81%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 3.34%
▲ 6.03%▲ 2.69%▲ 2.08%
▼ 12.86%▼ 1.27%▲ 0.06%
▼ 1.80%▼ 5.57%▼ 0.82%
▲ 1.84%▼ 0.87%▲ 1.03%
▲ 12.20%▲ 6.28%▲ 7.08%
▲ 6.24%▲ 5.14%▲ 2.99%
▲ 23.15%▲ 3.12%▲ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
E Split Corp. Class A
6.75%
▲ 49.14%
7
Sell
Oct 18, 2024
Global Dividend Growth Split Corp. Class A
6.2%
▲ 8.74%
2
Sell
Oct 18, 2024
BMO S&P/TSX Equal Weight Banks Index ETF
▲ 18.51%
5
Close
Oct 11, 2024
Algonquin Power & Utilities
3.6%
▼ 18.51%
6
Buy
Oct 11, 2024
Dividend 15 Split Corp
4.11%
▲ 47.16%
12
Buy
Oct 11, 2024
Allied Properties Real Estate Investment Trust
▲ 16.05%
2
Close
Oct 11, 2024
Canoe EIT Income Fund
▲ 42.08%
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
10.38%
▲ 48.27%
1
Open
Oct 10, 2023
Telus
20.36%
▲ 0.45%
7
Buy
Jul 14, 2023
Keyera Corp.
▲ 34.43%
4
Close
Jul 07, 2023
Brompton Splt Banc A
2.67%
▲ 31.85%
3
Buy
Jul 07, 2023
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
19.14%
▲ 45.14%
1
Open
Jul 07, 2023
Diversified Royalty Corp
▲ 39.18%
8
Close
Mar 05, 2023
Life & Banc Split
▲ 13.42%
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
▼ 12.49%
7
Close
Sep 17, 2022