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New Portfolio - New Portfolio

Lance Windsor-Brown

New Portfolio
Individual Investor
Ranked #109,134 out of 825,627 TipRanks' Investors
Success Rate
71%
205 out of 289
profitable transactions
Average Return
16.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.08%
6-Month Return▲ 39.82%
12-Month Return▲ 44.40%
YTD Return▲ 43.46%
Total Return▲ 461.70%

Best Trade

Opened at
Closed at
Gain▲ 236.73%

Bio

Energy heavy until pivot

Performance

14.25%0-14.25%
▼ 6.38%
▼ 5.57%
▲ 2.44%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 6.23%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 14.25%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.67%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.05%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.13%
Sep 2025
▲ 10.60%
▲ 3.13%
▲ 5.86%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 2.44%
▲ 0.80%▼ 0.87%▼ 6.23%
▲ 11.63%▲ 6.28%▲ 14.25%
▲ 9.25%▲ 5.14%▲ 7.14%
▲ 7.60%▲ 2.30%▲ 6.67%
▲ 2.76%▲ 2.05%▲ 1.05%
▲ 12.88%▲ 3.56%▲ 2.13%
▲ 10.60%▲ 3.13%▲ 5.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Whitecap Resources
38.13%
▲ 17.61%
22
Sell
Oct 25, 2025
Peyto Exploration & Dev
45.06%
▲ 21.52%
31
Buy
Oct 18, 2025
Cardinal Energy
16.72%
▲ 18.34%
23
Buy
Oct 11, 2025
Cenovus Energy
▼ 0.49%
4
Close
Aug 23, 2025
Telus
▼ 2.73%
12
Close
Jul 02, 2025
Suncor Energy
▲ 71.78%
70
Close
May 08, 2025
Enbridge
▲ 9.58%
6
Close
Apr 04, 2025
Cenovus Energy
▼ 8.20%
5
Close
Apr 04, 2025
Surrozen
0.1%
▲ 26.79%
7
Buy
Apr 02, 2025
S&P Global
▼ 7.89%
2
Close
Mar 18, 2025
Suncor Energy
▲ 19.45%
37
Close
Mar 17, 2025
Bollinger Innovations
▼ 99.40%
10
Close
Feb 23, 2025
PepsiCo
▲ 6.47%
2
Close
Feb 23, 2025
Starwood Property
▲ 1.13%
6
Close
Dec 17, 2024
MFA Financial
▲ 10.60%
2
Close
Nov 22, 2024
Pan American Silver
▼ 10.54%
2
Close
Nov 22, 2024
Verizon
▲ 6.70%
2
Close
Nov 22, 2024
AGNC Investment
▲ 1.44%
13
Close
Nov 11, 2024
Western Midstream Partners
▲ 1.86%
4
Close
Sep 07, 2024
Bank Of Nova Scotia
▲ 10.70%
16
Close
Aug 21, 2024