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New Portfolio - New Portfolio

Leoni

New Portfolio
Individual Investor
Ranked #62,754 out of 831,094 TipRanks' Investors
Success Rate
69%
61 out of 89
profitable transactions
Average Return
41.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.97%
6-Month Return▲ 25.01%
12-Month Return▲ 26.59%
YTD Return▲ 31.15%
Total Return▲ 112.90%

Best Trade

Opened at
Closed at-
Gain▲ 519.56%

Bio

I manly invest in dividend stocks. I am a long-term investor since 25 years. I rarely do some swing trading when there is a highly volatile stock.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 6.23%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.66%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.95%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.00%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 0.16%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.24%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 6.23%
▲ 9.25%▲ 5.14%▲ 4.66%
▲ 7.60%▲ 2.30%▲ 3.79%
▲ 2.76%▲ 2.05%▲ 3.95%
▲ 12.88%▲ 3.56%▲ 5.86%
▲ 10.96%▲ 2.38%▲ 5.00%
▼ 3.44%▲ 0.19%▲ 0.16%
▲ 0.26%▲ 0.07%▲ 0.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Algonquin Power & Utilities
▼ 53.97%
2
Close
Aug 30, 2025
Invesco MSCI Sustainable Future ETF
▼ 32.94%
2
Close
Aug 30, 2025
Air Canada
▼ 23.35%
2
Close
Aug 30, 2025
Fiera Capital A
▼ 4.63%
2
Close
Aug 30, 2025
Granite Real Estate
▲ 23.73%
2
Close
Aug 30, 2025
BCE
▼ 17.27%
2
Close
Aug 30, 2025
Suncor Energy
0%
▲ 12.07%
1
Open
Aug 30, 2025
Brookfield Asset Management Ltd. Class A
0%
▼ 9.68%
1
Open
Aug 30, 2025
Harvest Tech Achievers Growth & Income ETF
0%
▲ 5.58%
1
Open
Aug 30, 2025
Capital Power
0%
▲ 8.26%
1
Open
Aug 30, 2025
Toronto Dominion Bank
0%
▲ 15.22%
1
Open
Aug 30, 2025
Great-West Lifeco
0%
▲ 16.82%
1
Open
Aug 30, 2025
Peyto Exploration & Dev
0%
▲ 23.19%
1
Open
Aug 30, 2025
Gibson Energy
0%
▲ 3.65%
1
Open
Aug 30, 2025
Boston Pizza Fund
0%
▼ 0.49%
1
Open
Aug 30, 2025
Costco
0%
▼ 2.09%
1
Open
Aug 30, 2025
Eli Lilly & Co
0%
▲ 41.29%
1
Open
Aug 30, 2025
Visa
0%
▼ 6.12%
1
Open
Aug 30, 2025
Coca-Cola
0%
▲ 4.15%
1
Open
Aug 30, 2025
TSMC
0%
▲ 28.29%
1
Open
Aug 30, 2025