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New Portfolio - New Portfolio

Julie

New Portfolio
Individual Investor
Ranked #69,404 out of 799,559 TipRanks' Investors
Success Rate
65%
81 out of 125
profitable transactions
Average Return
22.88%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.55%
6-Month Return▲ 3.69%
12-Month Return▲ 15.05%
YTD Return▲ 4.89%
Total Return▲ 40.56%

Best Trade

Opened at
Closed at-
Gain▲ 145.14%

Bio

CELI CAD

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.36%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.07%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.26%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 1.04%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 0.76%
Mar 2025
▲ 1.73%
▼ 0.87%
▼ 1.15%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 2.62%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 1.36%
▲ 25.97%▲ 5.96%▲ 4.07%
▲ 5.41%▼ 2.41%▼ 3.26%
▲ 6.02%▲ 2.69%▲ 1.04%
▼ 12.86%▼ 1.27%▲ 1.57%
▼ 1.80%▼ 5.57%▲ 0.76%
▲ 1.73%▼ 0.87%▼ 1.15%
▲ 14.05%▲ 6.48%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Power Corp of Canada
0%
▲ 55.14%
1
Open
Mar 22, 2022
Canadian Tire
0%
▼ 1.63%
1
Open
Mar 22, 2022
goeasy
0%
▲ 18.91%
1
Open
Mar 22, 2022
Intact Financial Corporation
0%
▲ 67.85%
1
Open
Mar 22, 2022
Exxon Mobil
▲ 17.16%
2
Close
Mar 22, 2022
Visa
▼ 1.90%
2
Close
Mar 22, 2022
Iron Mountain
▲ 13.46%
2
Close
Mar 21, 2022
SPDR Portfolio S&P 500 High Dividend ETF
▼ 3.50%
2
Close
Mar 01, 2022
International Business Machines
0%
▲ 145.14%
1
Open
Feb 19, 2022
Granite Real Estate
▼ 6.98%
3
Close
Feb 19, 2022
MPLX
▼ 2.82%
2
Close
Feb 19, 2022
Enterprise Products Partners
▼ 0.38%
2
Close
Feb 18, 2022
Procter & Gamble
0%
▲ 12.37%
1
Open
Feb 12, 2022
Apple
2.15%
▲ 27.40%
1
Open
Feb 12, 2022
Coca-Cola
0%
▲ 28.64%
1
Open
Feb 10, 2022
AbbVie
0%
▲ 43.83%
1
Open
Feb 10, 2022
Energy Transfer
▲ 3.81%
2
Close
Feb 10, 2022
Starbucks
0.89%
▼ 0.87%
1
Open
Feb 08, 2022
Realty Income
0.56%
▼ 3.36%
1
Open
Feb 08, 2022
Johnson & Johnson
1.52%
▼ 4.08%
1
Open
Feb 08, 2022