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James - New Portfolio

jschofield@assante.com

James
Individual Investor
Ranked #18,166 out of 769,603 TipRanks' Investors
Success Rate
70%
94 out of 135
profitable transactions
Average Return
61.15%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.40% NVDA
11.07% TSE:CIX
9.00% BRK.B
8.51% AAPL
8.08% TSE:SHOP
49.94% Others
By Assets
99.96% Stocks
0.04% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
38.62% Technology
35.35% Financial
6.83% Industrials
6.58% Consumer Cyclical
4.47% Basic Materials
8.15% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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32ubj6
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32ubj6
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32ubj6
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gtfwob35cam
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gtfwob35cam
gtfwob35cam
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47xtuy79mn
47xtuy79mn
47xtuy79mn
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47xtuy79mn
47xtuy79mn
47xtuy79mn
t2f9wseft6n
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t2f9wseft6n
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idnz2vehznr
idnz2vehznr
idnz2vehznr
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idnz2vehznr
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e4aamohc4vt
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e4aamohc4vt
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e4aamohc4vt
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3paxzbix6cu
3paxzbix6cu
3paxzbix6cu
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3paxzbix6cu
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3paxzbix6cu
3paxzbix6cu
3paxzbix6cu
3pukcrxvf4r
3pukcrxvf4r
3pukcrxvf4r
premium
3pukcrxvf4r
premium
3pukcrxvf4r
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ARKG
ARKG
< ETF >
ARK Genomic Revolution ETF
$23.83
$0.61
(2.63%)
premium
276 Buy
115 Hold
16 Sell
Moderate Buy
premium
$1.14B
-17.04%
TSE:ACQ
AutoCanada
C$18.87
C$0.07
(0.37%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
C$436.84M
3.23%
TSE:BN
Brookfield Corporation
C$81.45
C$1.07
(1.33%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
C$122.86B
69.78%
TSE:BBU.UN
Brookfield Business Partners
C$34.45
C$0.09
(0.26%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
C$2.56B
61.89%
TSE:BMO
Bank Of Montreal
C$132.68
C$0.44
(0.33%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
C$96.78B
17.72%
TSE:BTE
Baytex Energy
C$4.22
C$0
(0%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$3.32B
-20.32%
TSE:VMC
Vicinity Motor
C$0.07
C$0.005
(7.69%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
C$3.53M
-93.69%
TSE:CGX
Cineplex
C$10.21
C$0.06
(0.59%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
C$645.15M
14.02%
TSE:CHR
Chorus Aviation
C$3.25
C$0.06
(1.81%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
C$621.10M
42.54%
TSE:CIX
CI Financial
C$24.01
C$0.06
(0.25%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$3.46B
70.89%
TSE:CJT
Cargojet
C$123.15
C$0.59
(0.48%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
C$1.95B
28.18%
TSE:AC
Air Canada
C$24.20
C$0.24
(1%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
C$8.99B
33.34%
SQ
Block
$92.26
$0.44
(0.47%)
premium
22 Buy
6 Hold
1 Sell
Moderate Buy
premium
$57.18B
56.32%
TSE:TECK.B
Teck Resources
C$65.43
C$0.54
(0.82%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
C$34.00B
28.67%
TSE:TD
Toronto Dominion Bank
C$78.51
C$0.4
(0.51%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
C$137.23B
-7.81%
TSE:TOU
Tourmaline Oil
C$67.63
C$0.19
(0.28%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
C$25.13B
1.55%
TSE:SRU.UN
SmartCentres Real Estate Investment Trust
C$25.21
C$0.03
(0.12%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
C$4.29B
9.80%
TSE:SHOP
Shopify
C$149.48
C$0.67
(0.45%)
premium
17 Buy
12 Hold
3 Sell
Moderate Buy
premium
C$193.14B
50.73%
TSE:S
Sherritt International
C$0.17
C$0.005
(2.86%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
C$67.54M
-48.48%
TSE:PPL
Pembina Pipeline
C$60.01
C$0.3
(0.5%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
C$34.84B
31.12%
TSE:OR
Osisko Gold Royalties
C$28.11
C$0.39
(1.41%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$5.25B
44.36%
TSE:MTY
MTY Food Group
C$46.05
C$0.45
(0.99%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$1.08B
-11.14%
TSE:NXE
NexGen Energy
C$12.42
C$0.22
(1.8%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
C$7.02B
35.57%
TSE:ONEX
ONEX Corporation
C$112.09
C$0.17
(0.15%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$8.30B
24.56%
TSE:EFN
Element Fleet Management
C$29.61
C$0.11
(0.37%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
C$11.98B
37.96%
TSE:CYB
Cymbria Corp Cl A
C$73.87
C$0.17
(0.23%)
premium
premium
21.50%
TSE:CSU
Constellation Software
C$4587.90
C$56.65
(1.22%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
C$97.22B
43.62%
TSE:FFH
Fairfax Financial Holdings
C$1970.01
C$10.78
(0.55%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
C$48.75B
55.85%
TSE:FIH.U
Fairfax India SV USF
$14.87
$0.34
(2.24%)
premium
premium
SPCE
Virgin Galactic Holdings
$7.15
$0.43
(6.4%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$206.46M
-82.03%
TSE:NTR
Nutrien
C$65.61
C$0.16
(0.24%)
premium
9 Buy
5 Hold
2 Sell
Moderate Buy
premium
C$32.37B
-15.46%
TSE:WELL
WELL Health Technologies Corp
C$5.17
C$0
(0%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
C$1.29B
34.63%
TSE:ERO
Ero Copper
C$21.79
C$0.41
(1.85%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$2.25B
23.30%
TSE:LSPD
Lightspeed POS Inc
C$24.80
C$0.08
(0.32%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
C$3.77B
10.57%
DM
Desktop Metal
$4.42
$0.02
(0.45%)
premium
premium
$147.37M
-40.12%
DPRO
Draganfly
$2.51
$0.2
(8.66%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$9.55M
-81.05%
TSE:MDA
MDA Ltd
C$26.63
C$0.17
(0.64%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
C$3.21B
124.91%
TSE:TOI
Topicus.com
C$118.00
C$1.2
(1.01%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
C$9.80B
28.81%
BRK.B
Berkshire Hathaway B
$476.57
$4.51
(0.96%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
31.72%
BABA
Alibaba
$83.13
$2.45
(2.86%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$198.21B
5.28%
LILA
Liberty Global LiLAC
$7.11
$0.07
(0.99%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.40B
4.10%
TSLA
Tesla
$352.56
$12.92
(3.8%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.13T
50.53%
V
Visa
$309.92
$0.02
(<0.01%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$607.36B
22.15%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
191.38%
QCOM
Qualcomm
$156.79
$1.33
(0.86%)
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$174.19B
22.97%
FLS
Flowserve
$61.00
$0.95
(1.58%)
premium
6 Buy
2 Hold
1 Sell
Moderate Buy
premium
$8.01B
60.78%
GPRE
Green Plains
$11.32
$0.235
(2.12%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$731.85M
-53.85%
NNN
National Retail Properties
$43.66
$0.03
(0.07%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$8.19B
10.59%
AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
20.16%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
34.36%
ACN
Accenture
$358.66
$2.39
(0.66%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$224.11B
7.66%
DIS
Walt Disney
$115.65
$0.93
(0.81%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$209.44B
21.65%
TSE:FTS
Fortis
C$63.13
C$0.55
(0.88%)
premium
0 Buy
6 Hold
2 Sell
Hold
premium
C$31.39B
10.01%
TSE:ETL
E3 Metals
C$1.04
C$0.06
(6.12%)
premium
premium
C$78.28M
-61.71%
TSE:GEO
Geodrill
C$2.89
C$0.01
(0.35%)
premium
premium
C$136.30M
46.70%
TSE:PHX
PHX Energy Services
C$9.92
C$0.16
(1.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$452.23M
11.09%
MAT
Mattel
$18.69
$0.31
(1.69%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.30B
0.75%
LLY
Eli Lilly & Co
$748.01
$1.91
(0.25%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$710.10B
25.70%