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Patrimoine Manuvie - New Portfolio

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Patrimoine Manuvie
Individual Investor
Ranked #133,705 out of 805,489 TipRanks' Investors
Success Rate
79%
30 out of 38
profitable transactions
Average Return
9.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.05%
6-Month Return▲ 6.07%
12-Month Return-
YTD Return▲ 7.13%
Total Return▲ 14.44%

Best Trade

Opened at
Closed at-
Gain▲ 43.47%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 5.88%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 0.80%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.48%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.34%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.19%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.27%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.02%
May 2025
▲ 3.20%
▲ 4.12%
▲ 2.16%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 5.88%
▲ 5.10%▼ 2.41%▼ 0.80%
▲ 6.03%▲ 2.69%▲ 2.48%
▼ 12.86%▼ 1.27%▼ 1.34%
▼ 1.80%▼ 5.57%▼ 5.19%
▲ 1.83%▼ 0.87%▲ 1.27%
▲ 12.21%▲ 6.28%▲ 8.02%
▲ 3.20%▲ 4.12%▲ 2.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
0%
▲ 35.60%
1
Open
Apr 09, 2025
BMO S&P500 IdxCAD Un
0%
▲ 16.06%
1
Open
Apr 04, 2025
Amazon
5.52%
▲ 13.46%
2
Buy
Mar 25, 2025
Adobe
9.54%
▼ 18.08%
2
Buy
Mar 25, 2025
Alimentation Couche-Tard Inc
1.22%
▼ 7.90%
2
Buy
Mar 25, 2025
Microsoft
12.27%
▲ 21.95%
2
Buy
Mar 25, 2025
Alphabet Class A
4.42%
▲ 3.09%
2
Buy
Mar 25, 2025
Canadian Pacific Kansas City
1.94%
▲ 2.36%
2
Buy
Mar 25, 2025
Royal Bank Of Canada
3.21%
▲ 13.18%
2
Buy
Mar 25, 2025
Apple
4.97%
▼ 10.50%
2
Buy
Mar 25, 2025
National Bank of Canada
2.52%
▲ 18.92%
2
Buy
Mar 25, 2025
Mastercard
13.61%
▲ 8.57%
2
Buy
Mar 25, 2025
Dollarama
3.43%
▲ 34.99%
2
Buy
Mar 25, 2025
iShares Consumr Stpl
1.07%
▲ 11.48%
2
Buy
Mar 25, 2025
Berkshire Hathaway B
12.01%
▼ 0.05%
2
Buy
Mar 25, 2025
Lysander-Canso Corporate Treasury ActivETF
0.19%
▲ 2.06%
2
Buy
Mar 25, 2025
Canoe EIT Income Fund
0.28%
▲ 9.75%
2
Buy
Mar 25, 2025
TSMC
5.65%
▲ 25.64%
2
Buy
Mar 25, 2025
Meta Platforms
18.15%
▲ 18.95%
2
Buy
Mar 25, 2025
Costco
▲ 4.03%
2
Close
Mar 21, 2025