Moderate - New Portfolio
Portfolio Gain
1-Month Returnâ–¼1.04%
6-Month Returnâ–²25.67%
12-Month Returnâ–²38.40%
YTD Returnâ–²38.57%
Total Returnâ–²143.11%
Best Trade
Bio
The moderate portfolio!
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 1.26%â–² 4.17%â–² 3.14%â–¼ 0.55%â–² 8.01%â–² 3.78%â–² 11.10%â–¼ 1.56%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
VDYVanguard FTSE Canadian High Dividend Yield Index ETF | 1.76% | â–²34.16% | 7 | Buy | Sep 19, 2026 | |
VFVVanguard S&P500 Indx | 7.96% | â–²17.55% | 10 | Buy | Sep 19, 2026 | |
XICiShares Core S&P/TSX Capped Composite Index ETF | 1.14% | â–²12.68% | 7 | Buy | Sep 19, 2026 | |
XAWiShr CoreMSCI AC Wex | 0.9% | â–²8.20% | 6 | Buy | Sep 19, 2026 | |
IIP.UNInterRent REIT Un | — | ▲15.81% | 4 | Close | Jul 10, 2026 | |
MSFTMicrosoft | 29.84% | â–²90.40% | 6 | Buy | Jun 25, 2026 | |
CASHHorizons High Interest Savings ETF Trust Units A | 24.59% | â–²1.51% | 5 | Buy | Apr 23, 2026 | |
LEVGQLion Electric Company | — | ▼99.87% | 2 | Close | Apr 07, 2026 | |
ENBEnbridge | 1.54% | â–²34.09% | 4 | Buy | Mar 05, 2026 | |
ZBALBMO Balanced ETF | 0.04% | â–²7.75% | 1 | Open | Dec 10, 2025 | |
TDToronto Dominion Bank | 0.13% | â–²42.43% | 1 | Open | Dec 10, 2025 | |
PBRPetroleo Brasileiro SA- Petrobras | 1.7% | â–²330.17% | 2 | Buy | Nov 12, 2025 | |
SOBOSouth Bow Corp | 0.07% | â–²54.71% | 1 | Open | May 20, 2025 | |
USBUS Bancorp | 0.62% | â–²40.46% | 3 | Open | Jan 17, 2024 | |
HZNPHorizon Therapeutics | — | ▲49.62% | 2 | Close | Oct 05, 2023 | |
JAGXJaguar Animal Health | 0% | â–¼100.00% | 2 | Sell | Apr 24, 2023 | |
XIUiShares S&P/TSX 60 Index ETF | 2% | â–²87.79% | 1 | Open | Apr 24, 2023 | |
PPLPembina Pipeline | 0% | â–²183.75% | 2 | Sell | Nov 30, 2022 | |
ITUBItau Unibanco | 0.84% | â–²106.85% | 1 | Open | Nov 30, 2022 | |
SUSuncor Energy | 0% | â–²515.40% | 2 | Sell | Nov 15, 2022 |