tiprankstipranks

TFSA - New Portfolio

James Lau

TFSA
Individual Investor
Ranked #230,984 out of 729,985 TipRanks' Investors
Success Rate
49%
32 out of 65
profitable transactions
Average Return
10.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.15%
6-Month Return▲ 14.76%
12-Month Return▲ 13.48%
YTD Return▲ 1.76%
Total Return▲ 22.94%

Best Trade

Opened at
Closed at-
Gain▲ 206.56%

Bio

TSFA Portfolio

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 1.83%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 6.38%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.54%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 6.89%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.98%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.80%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.35%
Mar 2024
▼ 14.65%
▼ 4.46%
▼ 2.33%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 1.83%
▼ 6.45%▼ 2.17%▼ 6.38%
▲ 9.22%▲ 9.13%▲ 7.54%
▲ 5.14%▲ 4.57%▲ 6.89%
▼ 1.87%▲ 1.59%▼ 0.98%
▲ 14.08%▲ 5.22%▲ 2.80%
▲ 5.05%▲ 3.27%▲ 2.35%
▼ 14.65%▼ 4.46%▼ 2.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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China Southern Airlines
▲ 10.86%
2
Close
Mar 07, 2023
China Petroleum
▼ 3.69%
2
Close
Dec 05, 2022
Brookfield Corporation
2.55%
▼ 5.85%
1
Open
Feb 11, 2022
National Bank of Canada
3.45%
▲ 33.91%
2
Sell
Feb 11, 2022
Coca-Cola
2.59%
▲ 21.19%
2
Sell
Feb 09, 2022
Royal Bank Of Canada
12.38%
▲ 12.05%
2
Buy
Feb 09, 2022
WisdomTree Japan Hedged Equity Fund
2.26%
▲ 76.97%
1
Open
Feb 09, 2022
Chevron
3.45%
▲ 28.64%
1
Open
Feb 09, 2022
Apple
3.57%
▼ 4.24%
1
Open
Feb 09, 2022
Tesla
10.18%
▼ 53.43%
1
Open
Feb 09, 2022
RioCan Real Estate Investment
2.47%
▼ 2.11%
2
Sell
Feb 09, 2022
Rivian Automotive
0.19%
▼ 85.99%
1
Open
Feb 09, 2022
Loblaw Companies
2.35%
▲ 106.26%
2
Sell
Feb 09, 2022
BCE
0.7%
▼ 9.71%
3
Sell
Feb 09, 2022
Manulife Financial
2.48%
▲ 35.57%
1
Open
Feb 09, 2022
Toronto Dominion Bank
4.96%
▼ 1.22%
4
Buy
Feb 09, 2022
Nio
▼ 27.28%
2
Close
Feb 09, 2022
Choice Properties Real Estate Investment
▲ 4.36%
2
Close
Feb 09, 2022
KraneShares CSI China Internet ETF
▼ 40.67%
2
Close
Feb 09, 2022
Sk Telecom
▼ 16.82%
2
Close
Feb 09, 2022