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Patrick - New Portfolio

Patrick Edwards

Patrick
Individual Investor
Ranked #204,026 out of 732,069 TipRanks' Investors
Success Rate
57%
187 out of 329
profitable transactions
Average Return
2.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.48% TSE:HYLD
14.21% TSE:BNS
12.90% TSE:PEY
11.81% TSE:HIG
11.21% TSE:SPB
34.39% Others
By Assets
62.46% Stocks
37.48% ETFs
0.06% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
37.50% General
35.08% Energy
14.21% Financial
11.21% Utilities
1.99% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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TSE:FRU
Freehold Royalties
C$13.95
C$0.05
(0.36%)
C$13.73
(-1.58% Downside)
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
C$2.11B
7.59%
TSE:ENB
Enbridge
C$49.73
C$0.1
(0.2%)
C$37.37
(-24.85% Downside)
3 Buy
4 Hold
2 Sell
Hold
premium
C$105.92B
0.94%
TSE:SPB
Superior Plus
C$9.37
C$0.02
(0.21%)
C$13.07
(39.49% Upside)
6 Buy
1 Hold
0 Sell
Strong Buy
premium
C$2.33B
5.50%
TSE:BNS
Bank Of Nova Scotia
C$64.13
C$0.83
(1.31%)
C$49.23
(-23.23% Downside)
0 Buy
9 Hold
1 Sell
Hold
premium
C$77.36B
1.74%
TSE:PEY
Peyto Exploration & Dev
C$14.95
C$0.2
(1.32%)
C$16.67
(11.51% Upside)
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
C$2.95B
44.01%
TSE:BTB.UN
BTB REIT
C$3.17
C$0.02
(0.63%)
C$3.35
(5.68% Upside)
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
C$271.04M
9.38%
TSE:ZWC
ZWC
< ETF >
BMO Canadian High Dividend Covered Call ETF
C$17.08
C$0.05
(0.29%)
C$18.82
(10.20% Upside)
197 Buy
160 Hold
14 Sell
Moderate Buy
premium
4.39%
TSE:SGY
Surge Energy
C$7.10
C$0.08
(1.11%)
C$7.95
(11.97% Upside)
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
C$722.15M
-2.44%
TSE:HYLD
HYLD
< ETF >
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
C$12.83
C$0.19
(1.5%)
premium
17.24%
TSE:HIG
HIG
< ETF >
Brompton Global Healthcare Income & Growth ETF
C$8.49
C$0.01
(0.12%)
C$9.79
(15.32% Upside)
249 Buy
73 Hold
7 Sell
Moderate Buy
premium
7.08%