New Portfolio - New Portfolio

Clifford Spencer

New Portfolio
Individual Investor
Ranked #88,885 out of 757,311 TipRanks' Investors
Success Rate
67%
120 out of 180
profitable transactions
Average Return
7.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.86%
6-Month Return▲ 9.93%
12-Month Return▲ 11.86%
YTD Return▲ 7.47%
Total Return▲ 80.75%

Best Trade

Opened at
Closed at
Gain▲ 96.61%

Bio

Trial portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 2.32%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.58%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.71%
May 2024
▼ 2.25%
▲ 3.53%
▼ 4.45%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.51%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 0.01%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 3.55%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 2.32%
▲ 5.05%▲ 3.27%▲ 4.58%
▼ 12.40%▼ 4.03%▼ 2.67%
▲ 11.46%▲ 5.06%▲ 4.71%
▼ 2.25%▲ 3.53%▼ 4.45%
▲ 25.76%▲ 1.21%▲ 7.51%
▼ 4.21%▲ 2.34%▼ 0.01%
▲ 2.65%▼ 0.40%▲ 3.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Algonquin Power & Utilities
0.5%
▲ 0.95%
6
Buy
Jun 21, 2024
KraneShares China Internet and Covered Call Strategy ETF
41.13%
▼ 0.86%
23
Buy
Jun 21, 2024
Canadian Bank of Commerce
8.94%
▲ 44.44%
7
Buy
Jun 21, 2024
Inovalis REIT
1.72%
▼ 23.35%
7
Buy
Jun 21, 2024
NorthWest Healthcare Properties REIT
7.62%
▲ 22.00%
13
Buy
Jun 21, 2024
Toronto Dominion Bank
2.47%
▲ 10.42%
5
Buy
Jun 18, 2024
Harvest Diversified Monthly Income ETF Trust Units A
4.77%
▲ 16.17%
12
Buy
Jun 11, 2024
Hamilton Utilities Yield Maximizer ETF Hamilton Utilities Yield Maximizer ETF Trust Units
2.31%
▲ 8.71%
11
Buy
Jun 11, 2024
YieldMax TSLA Option Income Strategy ETF
2.61%
▲ 10.66%
4
Buy
Jun 11, 2024
RBC Canadian Bank Yield Index ETF
8.23%
▲ 17.22%
7
Buy
Jun 05, 2024
Royal Bank Of Canada
11.68%
▲ 44.11%
8
Buy
Jun 05, 2024
Brookfield Renewable Partners
5.97%
▲ 22.34%
9
Buy
Apr 04, 2024
Bank Of Montreal
1.05%
▲ 8.23%
7
Buy
Mar 12, 2024
General Motors
0.93%
▲ 51.46%
2
Buy
Feb 09, 2024
Jushi Holdings
▲ 29.85%
4
Close
Nov 09, 2023
Pieridae Energy
▲ 35.00%
5
Close
Oct 13, 2023
Telus
▼ 14.60%
2
Close
Oct 13, 2023
Vision Lithium Inc
▼ 13.33%
2
Close
Oct 13, 2023
Tesla
▲ 7.93%
2
Close
Oct 13, 2023
Nevada Copper
▼ 45.61%
2
Close
Oct 13, 2023