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New Portfolio - New Portfolio

PerformancePortfolio Details

Nona

New Portfolio
Individual Investor
Ranked #91,591 out of 783,334 TipRanks' Investors
Success Rate
64%
154 out of 241
profitable transactions
Average Return
19.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.88%
6-Month Return▲ 7.69%
12-Month Return▲ 36.14%
YTD Return▲ 1.88%
Total Return▲ 64.60%

Best Trade

AssetCelestica (CLS)
Opened at
Closed at-
Gain▲ 288.71%

Bio

Growth by misadventure

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.70%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.00%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.63%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.57%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.09%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.47%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.64%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 1.88%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.70%
▲ 8.13%▲ 1.21%▲ 5.00%
▼ 13.14%▲ 2.34%▼ 1.63%
▲ 2.93%▲ 2.10%▲ 1.57%
▲ 9.99%▼ 0.89%▲ 0.09%
▲ 26.04%▲ 5.96%▲ 7.47%
▲ 5.93%▼ 2.41%▼ 1.64%
▲ 3.19%▲ 2.68%▲ 1.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FCPGX
Fidelity Small Cap Growth Fund
―
▼ 4.82%
2
Close
Jan 29, 2025
PNG
Kraken Robotics Systems Inc
0.04%
0.00%
1
Open
Jan 29, 2025
WCP
Whitecap Resources
―
▲ 46.25%
3
Close
Jan 27, 2025
AFN
Ag Growth International
―
▼ 2.33%
4
Close
Jan 24, 2025
CP
Canadian Pacific Kansas City
3.12%
▲ 14.14%
10
Buy
Jan 24, 2025
LIF
Labrador Iron Ore
0.32%
▲ 1.83%
3
Sell
Jan 24, 2025
NPI
Northland Power
0.41%
▼ 50.20%
6
Sell
Jan 24, 2025
BDGI
Badger Infrastructure Solutions
0.41%
▼ 3.35%
1
Open
Jan 24, 2025
ATRL
AtkinsRealis
0.77%
▼ 7.65%
1
Open
Jan 24, 2025
VHI
Vitalhub
0.49%
▲ 35.34%
4
Buy
Jan 13, 2025
METC
Ramaco Resources
0.35%
▼ 0.52%
5
Buy
Dec 19, 2024
MDA
MDA Ltd
0.5%
▲ 28.94%
4
Buy
Dec 18, 2024
WMT
Walmart
0.27%
▲ 34.03%
4
Buy
Nov 15, 2024
BNS
Bank Of Nova Scotia
1.93%
▲ 21.48%
6
Buy
Nov 05, 2024
AD.UN
Alaris Royalty
0.16%
▲ 13.28%
3
Buy
Nov 04, 2024
XUS
iShares CoreSP500Idx
0.34%
▲ 8.77%
3
Buy
Oct 29, 2024
TFII
TFI International
2.11%
▲ 21.18%
9
Buy
Oct 16, 2024
LIVR
Intelligent Livermore ETF
0.18%
▼ 6.04%
1
Open
Oct 09, 2024
NGD
New Gold
0.18%
▲ 9.79%
1
Open
Oct 09, 2024
V
Visa
1.03%
▲ 21.52%
1
Open
Oct 09, 2024