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New Portfolio - New Portfolio

Lance Windsor-Brown

New Portfolio
Individual Investor
Ranked #87,801 out of 807,781 TipRanks' Investors
Success Rate
69%
193 out of 279
profitable transactions
Average Return
15.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.54%
6-Month Return▼ 18.82%
12-Month Return▼ 3.89%
YTD Return▼ 29.86%
Total Return▲ 253.88%

Best Trade

Opened at
Closed at
Gain▲ 236.73%

Bio

Energy heavy until pivot

Performance

26.48%0-26.48%
▲ 5.10%
▼ 2.41%
▲ 1.62%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 19.40%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 26.48%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.43%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 6.23%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 14.25%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.14%
Jun 2025
▲ 5.38%
▲ 0.93%
▲ 0.68%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▲ 1.62%
▲ 6.03%▲ 2.69%▼ 19.40%
▼ 12.86%▼ 1.27%▼ 26.48%
▼ 1.80%▼ 5.57%▲ 2.43%
▲ 1.84%▼ 0.87%▼ 6.23%
▲ 12.20%▲ 6.28%▲ 14.25%
▲ 6.24%▲ 5.14%▲ 7.14%
▲ 5.38%▲ 0.93%▲ 0.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Telus
▼ 2.73%
12
Close
Jul 02, 2025
Peyto Exploration & Dev
41.4%
▲ 19.17%
24
Buy
Jul 02, 2025
Cardinal Energy
22.81%
▲ 9.46%
21
Buy
Jun 25, 2025
Whitecap Resources
35.72%
▲ 14.42%
16
Buy
Jun 23, 2025
Cenovus Energy
0%
▼ 8.15%
3
Open
Jun 17, 2025
Suncor Energy
▲ 71.78%
70
Close
May 08, 2025
Enbridge
▲ 9.58%
6
Close
Apr 04, 2025
Cenovus Energy
▼ 8.20%
5
Close
Apr 04, 2025
Surrozen
0.06%
▲ 9.78%
7
Buy
Apr 02, 2025
S&P Global
▼ 7.89%
2
Close
Mar 18, 2025
Suncor Energy
▲ 19.45%
37
Close
Mar 17, 2025
Mullen Automotive
▼ 99.40%
10
Close
Feb 23, 2025
PepsiCo
▲ 6.47%
2
Close
Feb 23, 2025
Starwood Property
▲ 1.13%
6
Close
Dec 17, 2024
MFA Financial
▲ 10.59%
2
Close
Nov 22, 2024
Pan American Silver
▼ 10.54%
2
Close
Nov 22, 2024
Verizon
▲ 6.70%
2
Close
Nov 22, 2024
AGNC Investment
▲ 1.44%
13
Close
Nov 11, 2024
Western Midstream Partners
▲ 1.87%
4
Close
Sep 07, 2024
Bank Of Nova Scotia
▲ 10.70%
16
Close
Aug 21, 2024