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BMO Investorline - New Portfolio

mark oneill

BMO Investorline
Individual Investor
Ranked #307,584 out of 820,360 TipRanks' Investors
Success Rate
64%
21 out of 33
profitable transactions
Average Return
14.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.77%
6-Month Return-
12-Month Return-
YTD Return▲ 29.22%
Total Return▲ 29.22%

Best Trade

Opened at
Closed at-
Gain▲ 92.99%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.34%
Jun 2025
▲ 27.92%
▲ 2.30%
▼ 6.43%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 10.14%
Aug 2025
▲ 6.13%
▲ 2.88%
▲ 20.17%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%▲ 4.34%
▲ 27.92%▲ 2.30%▼ 6.43%
▲ 4.87%▲ 2.05%▲ 10.14%
▲ 6.13%▲ 2.88%▲ 20.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ON Semiconductor
5.67%
▲ 0.72%
1
Open
Sep 17, 2025
Richtech Robotics Inc. Class B
▲ 62.83%
3
Close
Aug 29, 2025
Warner Bros
7.36%
▲ 61.84%
1
Open
Aug 28, 2025
Nebius Group
▲ 45.36%
2
Close
Aug 10, 2025
Cloudflare
▲ 10.72%
3
Close
Jul 30, 2025
Emergent Biosolutions
▼ 17.19%
3
Close
Jul 30, 2025
Lithium Americas Corp.
3.82%
▲ 92.99%
2
Sell
Jul 26, 2025
Canadian Natural
▼ 6.55%
3
Close
Jul 23, 2025
NICE
▼ 1.55%
3
Close
Jul 23, 2025
Verint Systems
▲ 35.36%
3
Close
Jul 23, 2025
Plug Power
5.59%
▲ 30.94%
1
Open
Jul 23, 2025
Unity Software
4.03%
▲ 27.99%
1
Open
Jul 23, 2025
Rockwell Med
5.03%
▲ 12.39%
1
Open
Jul 22, 2025
Zeta Global Holdings Corp
5.42%
▲ 31.29%
1
Open
Jul 21, 2025
Prime Medicine, Inc.
4.83%
▲ 31.28%
1
Open
Jul 17, 2025
Global X Artificial Intelligence & Technology ETF
▲ 4.68%
3
Close
Jul 15, 2025
U.S. Global Technology and Aerospace & Defense ETF
▲ 3.15%
3
Close
Jul 15, 2025
D-Wave Quantum
6.05%
▲ 65.70%
1
Open
Jul 15, 2025
Viking Therapeutics
5.3%
▼ 16.71%
1
Open
Jul 15, 2025
SoFi
14.77%
▲ 57.80%
2
Buy
Jul 10, 2025