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New Portfolio - New Portfolio

Leoni

New Portfolio
Individual Investor
Ranked #60,221 out of 852,106 TipRanks' Investors
Success Rate
70%
62 out of 89
profitable transactions
Average Return
44.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.60%
6-Month Return▲ 19.97%
12-Month Return▲ 37.66%
YTD Return▲ 1.48%
Total Return▲ 118.21%

Best Trade

Opened at
Closed at-
Gain▲ 419.92%

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%
▲ 7.60%
▲ 2.30%
▲ 3.79%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.86%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 5.00%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.12%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.29%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 0.97%
Jan 2026
▲ 0.50%
▲ 0.50%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 3.79%
▲ 2.76%▲ 2.05%▲ 3.96%
▲ 12.88%▲ 3.56%▲ 5.86%
▲ 10.96%▲ 2.38%▲ 5.00%
▼ 3.58%▲ 0.19%▲ 0.12%
▼ 0.10%▲ 0.08%▲ 1.29%
▲ 4.06%▲ 1.47%▲ 0.97%
▲ 0.50%▲ 0.50%

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
▼ 17.26%
2
Close
Aug 30, 2025
Suncor Energy
0%
▲ 29.36%
1
Open
Aug 30, 2025
Brookfield Asset Management Ltd. Class A
0%
▼ 15.34%
1
Open
Aug 30, 2025
Harvest Tech Achievers Growth & Income ETF
0%
▲ 7.16%
1
Open
Aug 30, 2025
Capital Power
0%
▲ 3.05%
1
Open
Aug 30, 2025
Toronto Dominion Bank
0%
▲ 27.49%
1
Open
Aug 30, 2025
Great-West Lifeco
0%
▲ 18.99%
1
Open
Aug 30, 2025
Peyto Exploration & Dev
0%
▲ 31.97%
1
Open
Aug 30, 2025
Gibson Energy
0%
▲ 7.40%
1
Open
Aug 30, 2025
Boston Pizza Fund
0%
▲ 11.86%
1
Open
Aug 30, 2025
Costco
0%
▲ 2.94%
1
Open
Aug 30, 2025
Eli Lilly & Co
0%
▲ 42.74%
1
Open
Aug 30, 2025
Visa
0%
▼ 4.91%
1
Open
Aug 30, 2025
Coca-Cola
0%
▲ 10.80%
1
Open
Aug 30, 2025
TSMC
0%
▲ 48.53%
1
Open
Aug 30, 2025