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New Portfolio - New Portfolio

Lance Windsor-Brown

New Portfolio
Individual Investor
Ranked #59,523 out of 795,509 TipRanks' Investors
Success Rate
65%
173 out of 267
profitable transactions
Average Return
13.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.21%
6-Month Return▼ 53.40%
12-Month Return▼ 73.25%
YTD Return▼ 49.00%
Total Return▼ 1.60%

Best Trade

Opened at
Closed at
Gain▲ 236.73%

Bio

Energy heavy until pivot

Performance

41.43%0-41.43%
▲ 2.92%
▲ 2.10%
▼ 41.43%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 7.34%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 16.89%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 19.49%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 24.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 26.48%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.44%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 10.68%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▼ 41.43%
▲ 10.00%▼ 0.89%▼ 7.34%
▲ 25.98%▲ 5.96%▲ 16.89%
▲ 5.34%▼ 2.41%▼ 19.49%
▲ 5.99%▲ 2.69%▼ 24.18%
▼ 12.86%▼ 1.27%▼ 26.48%
▼ 1.80%▼ 5.57%▲ 2.44%
▼ 7.29%▼ 4.55%▼ 10.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Whitecap Resources
21.43%
▲ 0.16%
12
Buy
Apr 08, 2025
Telus
▼ 4.06%
10
Close
Apr 08, 2025
Peyto Exploration & Dev
42.74%
▲ 11.75%
18
Buy
Apr 08, 2025
Enbridge
▲ 9.58%
6
Close
Apr 04, 2025
Cenovus Energy
▼ 8.20%
5
Close
Apr 04, 2025
Surrozen
0.08%
▲ 10.76%
7
Buy
Apr 02, 2025
Suncor Energy
17.62%
▲ 71.47%
68
Sell
Mar 18, 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
Cenovus Energy
9.06%
▼ 27.26%
1
Open
Nov 28, 2024
MFA Financial
▲ 10.60%
2
Close
Nov 22, 2024
Pan American Silver
▼ 10.54%
2
Close
Nov 22, 2024
Verizon
▲ 6.70%
2
Close
Nov 22, 2024
Cardinal Energy
9.08%
▼ 1.82%
16
Buy
Nov 11, 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