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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #61,511 out of 791,895 TipRanks' Investors
Success Rate
83%
20 out of 24
profitable transactions
Average Return
38.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.61%
6-Month Return▲ 4.72%
12-Month Return▲ 9.19%
YTD Return▲ 2.11%
Total Return▲ 64.91%

Best Trade

Opened at
Closed at-
Gain▲ 234.44%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 4.69%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.82%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.46%
Nov 2024
▲ 5.64%
▼ 2.41%
▼ 3.99%
Dec 2024
▲ 5.70%
▲ 2.69%
▲ 3.95%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.55%
Feb 2025
▼ 0.49%
▼ 7.20%
▼ 2.31%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 4.69%
▲ 2.93%▲ 2.10%▲ 2.95%
▲ 10.00%▼ 0.89%▼ 0.82%
▲ 26.01%▲ 5.96%▲ 4.46%
▲ 5.64%▼ 2.41%▼ 3.99%
▲ 5.70%▲ 2.69%▲ 3.95%
▼ 12.86%▼ 1.27%▲ 0.55%
▼ 0.49%▼ 7.20%▼ 2.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Abrdn Asia-Pacific Income Fund VCC
1.44%
▲ 27.28%
3
Sell
Dec 30, 2024
Telus
5.25%
▲ 1.04%
3
Buy
Dec 30, 2024
Fortis
4.03%
▲ 26.88%
2
Buy
Dec 30, 2024
Brookfield Wealth Solutions
▲ 33.19%
2
Close
Dec 30, 2024
Cargojet
▲ 0.83%
2
Close
Dec 30, 2024
Brookfield Asset Management Ltd. Class A
1.76%
▼ 13.29%
1
Open
Dec 30, 2024
Enbridge
18.84%
▲ 63.17%
2
Buy
Jan 21, 2022
Ovintiv
0.73%
▲ 85.98%
2
Sell
Jan 21, 2022
Cenovus Energy
5.21%
▲ 60.79%
2
Buy
Jan 21, 2022
Teck Resources Limited
2.45%
▲ 194.99%
2
Buy
Jan 21, 2022
Westshore Terminals
2.12%
▲ 8.58%
1
Open
Jan 21, 2022
Brookfield Corporation
7.53%
▲ 37.17%
1
Open
Jan 21, 2022
Royal Bank Of Canada
25%
▲ 25.55%
1
Open
Jan 21, 2022
Toronto Dominion Bank
15.87%
▼ 2.93%
1
Open
Jan 21, 2022
IGM Financial
1.32%
▲ 45.68%
1
Open
Mar 10, 2021
Bank Of Nova Scotia
6.03%
▲ 9.33%
1
Open
Mar 10, 2021
Algonquin Power & Utilities
0.82%
▼ 52.93%
1
Open
Mar 10, 2021