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New Portfolio - New Portfolio

Lance Windsor-Brown

New Portfolio
Individual Investor
Ranked #78,790 out of 799,891 TipRanks' Investors
Success Rate
68%
184 out of 272
profitable transactions
Average Return
14.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.00%
6-Month Return▼ 50.00%
12-Month Return▼ 74.07%
YTD Return▼ 38.85%
Total Return▲ 17.99%

Best Trade

Opened at
Closed at
Gain▲ 236.73%

Bio

Energy heavy until pivot

Performance

26.48%0-26.48%
▲ 9.99%
▼ 0.89%
▼ 7.34%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 16.89%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 19.49%
Dec 2024
▲ 6.02%
▲ 2.69%
▼ 24.18%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 26.48%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 2.44%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 6.11%
Apr 2025
▲ 11.76%
▲ 7.15%
▲ 14.06%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 7.34%
▲ 25.97%▲ 5.96%▲ 16.89%
▲ 5.41%▼ 2.41%▼ 19.49%
▲ 6.02%▲ 2.69%▼ 24.18%
▼ 12.86%▼ 1.27%▼ 26.48%
▼ 1.80%▼ 5.57%▲ 2.44%
▲ 1.76%▼ 0.87%▼ 6.11%
▲ 11.76%▲ 7.15%▲ 14.06%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Suncor Energy
▲ 71.78%
70
Close
May 08, 2025
Whitecap Resources
34.02%
▲ 6.61%
13
Buy
May 08, 2025
Telus
9.82%
▼ 2.93%
11
Open
May 08, 2025
Peyto Exploration & Dev
33.02%
▲ 19.73%
21
Sell
May 08, 2025
Cardinal Energy
13.47%
▲ 3.68%
18
Buy
Apr 25, 2025
Enbridge
▲ 9.58%
6
Close
Apr 04, 2025
Cenovus Energy
▼ 8.20%
5
Close
Apr 04, 2025
Surrozen
0.07%
▲ 7.48%
7
Buy
Apr 02, 2025
S&P Global
▼ 7.89%
2
Close
Mar 18, 2025
Suncor Energy
▲ 19.45%
37
Close
Mar 17, 2025
Mullen Automotive
▼ 99.40%
10
Close
Feb 23, 2025
PepsiCo
▲ 6.47%
2
Close
Feb 23, 2025
Starwood Property
▲ 1.13%
6
Close
Dec 17, 2024
Cenovus Energy
9.61%
▼ 11.76%
1
Open
Nov 28, 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
▲ 1.87%
4
Close
Sep 07, 2024
Bank Of Nova Scotia
▲ 10.70%
16
Close
Aug 21, 2024