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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #77,318 out of 783,619 TipRanks' Investors
Success Rate
83%
20 out of 24
profitable transactions
Average Return
43.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.80%
6-Month Return▲ 2.50%
12-Month Return▲ 16.02%
YTD Return▲ 4.80%
Total Return▲ 69.63%

Best Trade

Opened at
Closed at-
Gain▲ 231.77%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 1.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 6.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 4.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.96%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.83%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.47%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.79%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 4.80%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 1.97%
▲ 8.13%▲ 1.21%▲ 6.44%
▼ 13.14%▲ 2.34%▼ 4.69%
▲ 2.93%▲ 2.10%▲ 2.96%
▲ 9.99%▼ 0.89%▼ 0.83%
▲ 26.04%▲ 5.96%▲ 4.47%
▲ 5.93%▼ 2.41%▼ 3.79%
▲ 3.19%▲ 2.68%▲ 4.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abrdn Asia-Pacific Income Fund VCC
1.38%
▲ 29.13%
3
Sell
Dec 30, 2024
Telus
4.8%
▼ 3.06%
3
Buy
Dec 30, 2024
Fortis
3.63%
▲ 20.65%
2
Buy
Dec 30, 2024
Brookfield Wealth Solutions
▲ 33.20%
2
Close
Dec 30, 2024
Cargojet
▲ 0.83%
2
Close
Dec 30, 2024
Brookfield Asset Management Ltd. Class A
2.15%
▲ 12.37%
1
Open
Dec 30, 2024
Enbridge
18.49%
▲ 68.39%
2
Buy
Jan 21, 2022
Ovintiv
0.74%
▲ 101.31%
2
Sell
Jan 21, 2022
Cenovus Energy
5.43%
▲ 77.33%
2
Buy
Jan 21, 2022
Teck Resources Limited
2.28%
▲ 192.63%
2
Buy
Jan 21, 2022
Westshore Terminals
1.97%
▲ 7.42%
1
Open
Jan 21, 2022
Brookfield Corporation
8.75%
▲ 69.86%
1
Open
Jan 21, 2022
Royal Bank Of Canada
26.15%
▲ 40.19%
1
Open
Jan 21, 2022
Toronto Dominion Bank
14.59%
▼ 4.75%
1
Open
Jan 21, 2022
IGM Financial
1.31%
▲ 54.52%
1
Open
Mar 10, 2021
Bank Of Nova Scotia
6.15%
▲ 19.17%
1
Open
Mar 10, 2021
Algonquin Power & Utilities
0.66%
▼ 59.65%
1
Open
Mar 10, 2021