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New Portfolio - New Portfolio

Leoni

New Portfolio
Individual Investor
Ranked #75,717 out of 827,859 TipRanks' Investors
Success Rate
66%
59 out of 89
profitable transactions
Average Return
41.48%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.00%
6-Month Return▲ 27.53%
12-Month Return▲ 28.93%
YTD Return▲ 29.92%
Total Return▲ 110.90%

Best Trade

Opened at
Closed at-
Gain▲ 571.92%

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%
▲ 0.80%
▼ 0.87%
▲ 0.62%
Apr 2025
▲ 11.64%
▲ 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%
▲ 3.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.84%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.00%
Oct 2025
▼ 2.66%
▲ 0.14%
▼ 0.52%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.62%
▲ 11.64%▲ 6.28%▲ 6.23%
▲ 9.25%▲ 5.14%▲ 4.66%
▲ 7.60%▲ 2.30%▲ 3.79%
▲ 2.76%▲ 2.05%▲ 3.96%
▲ 12.88%▲ 3.56%▲ 5.84%
▲ 10.96%▲ 2.38%▲ 5.00%
▼ 2.66%▲ 0.14%▼ 0.52%

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
▼ 5.32%
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%
▲ 9.84%
1
Open
Aug 30, 2025
Brookfield Asset Management Ltd. Class A
0%
▼ 7.06%
1
Open
Aug 30, 2025
Harvest Tech Achievers Growth & Income ETF
0%
▲ 4.84%
1
Open
Aug 30, 2025
Capital Power
0%
▲ 17.22%
1
Open
Aug 30, 2025
Toronto Dominion Bank
0%
▲ 11.94%
1
Open
Aug 30, 2025
Great-West Lifeco
0%
▲ 12.09%
1
Open
Aug 30, 2025
Peyto Exploration & Dev
0%
▲ 15.00%
1
Open
Aug 30, 2025
Gibson Energy
0%
▼ 7.40%
1
Open
Aug 30, 2025
Boston Pizza Fund
0%
▼ 5.24%
1
Open
Aug 30, 2025
Costco
0%
▼ 2.99%
1
Open
Aug 30, 2025
Eli Lilly & Co
0%
▲ 34.47%
1
Open
Aug 30, 2025
Visa
0%
▼ 3.19%
1
Open
Aug 30, 2025
Coca-Cola
0%
▲ 4.60%
1
Open
Aug 30, 2025
TSMC
0%
▲ 26.43%
1
Open
Aug 30, 2025