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New Portfolio - New Portfolio

Leoni

New Portfolio
Individual Investor
Ranked #84,581 out of 824,216 TipRanks' Investors
Success Rate
65%
58 out of 89
profitable transactions
Average Return
40.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.49%
6-Month Return▲ 38.52%
12-Month Return▲ 28.37%
YTD Return▲ 27.62%
Total Return▲ 107.17%

Best Trade

Opened at
Closed at-
Gain▲ 538.95%

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%
▼ 6.38%
▼ 5.57%
▼ 2.90%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.62%
Apr 2025
▲ 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%
▲ 3.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 5.80%
Sep 2025
▲ 4.43%
▲ 0.77%
▲ 2.64%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.90%
▲ 0.80%▼ 0.87%▲ 0.62%
▲ 11.63%▲ 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%▲ 5.80%
▲ 4.43%▲ 0.77%▲ 2.64%

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%
▼ 4.37%
1
Open
Aug 30, 2025
Brookfield Asset Management Ltd. Class A
0%
▼ 5.95%
1
Open
Aug 30, 2025
Harvest Tech Achievers Growth & Income ETF
0%
▲ 6.71%
1
Open
Aug 30, 2025
Capital Power
0%
▲ 25.91%
1
Open
Aug 30, 2025
Toronto Dominion Bank
0%
▲ 9.71%
1
Open
Aug 30, 2025
Great-West Lifeco
0%
▲ 6.51%
1
Open
Aug 30, 2025
Peyto Exploration & Dev
0%
▲ 6.67%
1
Open
Aug 30, 2025
Gibson Energy
0%
▼ 8.41%
1
Open
Aug 30, 2025
Boston Pizza Fund
0%
▼ 0.47%
1
Open
Aug 30, 2025
Costco
0%
▼ 0.29%
1
Open
Aug 30, 2025
Eli Lilly & Co
0%
▲ 10.03%
1
Open
Aug 30, 2025
Visa
0%
▼ 1.62%
1
Open
Aug 30, 2025
Coca-Cola
0%
▼ 0.04%
1
Open
Aug 30, 2025
TSMC
0%
▲ 29.27%
1
Open
Aug 30, 2025