tiprankstipranks

New Portfolio - New Portfolio

Ray d. Morris

New Portfolio
Individual Investor
Ranked #195,314 out of 729,459 TipRanks' Investors
Success Rate
55%
42 out of 76
profitable transactions
Average Return
4.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.21%
6-Month Return▲ 20.77%
12-Month Return▲ 10.84%
YTD Return▲ 10.35%
Total Return▲ 31.06%

Best Trade

Opened at
Closed at-
Gain▲ 105.76%

Bio

This is only the portion of my portfolio that I look after. I trade frequently around core holdings.

Performance

14.65%0-14.65%
▼ 4.52%
▼ 4.74%
▼ 5.96%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.42%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 6.25%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 3.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.56%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.19%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.87%
Mar 2024
▼ 14.65%
▼ 4.46%
▲ 1.43%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.96%
▼ 6.45%▼ 2.17%▼ 4.42%
▲ 9.22%▲ 9.13%▲ 6.25%
▲ 5.14%▲ 4.57%▲ 3.51%
▼ 1.87%▲ 1.59%▲ 1.56%
▲ 14.08%▲ 5.22%▲ 1.19%
▲ 5.05%▲ 3.27%▲ 5.87%
▼ 14.65%▼ 4.46%▲ 1.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Keyera Corp.
8.53%
▲ 63.12%
3
Sell
Apr 30, 2023
Paysafe
▼ 58.28%
4
Close
Apr 30, 2023
Martinrea International
▲ 30.77%
6
Close
Apr 30, 2023
Tricon Residential
6.02%
▲ 46.15%
2
Buy
Apr 10, 2023
Algonquin Power & Utilities
3.35%
▼ 24.03%
1
Open
Apr 10, 2023
Equinox Gold
▼ 31.20%
8
Close
Mar 19, 2023
Pason Systems
3.84%
▲ 19.55%
1
Open
Mar 05, 2023
Telus
8.8%
▼ 4.76%
5
Buy
Feb 26, 2023
MEG Energy
12.61%
▲ 68.83%
3
Sell
Feb 19, 2023
Finning International
6.7%
▲ 19.09%
1
Open
Feb 19, 2023
BMO S&P/TSX Equal Weight Banks Index ETF
▼ 0.20%
3
Close
Feb 06, 2023
Whitecap Resources
8.42%
▲ 6.36%
2
Buy
Feb 06, 2023
Tamarack Valley Energy
4.62%
▼ 13.29%
1
Open
Feb 06, 2023
BMO Covered Call Canadian Banks ETF
8.72%
▲ 0.64%
1
Open
Feb 06, 2023
Algonquin Power & Utilities
3.35%
▼ 40.19%
6
Sell
Jan 29, 2023
BSR Real Estate Investment Trust
▲ 36.28%
8
Close
Jan 16, 2023
CES Energy Solutions
17.33%
▲ 105.76%
1
Open
Jan 16, 2023
Camping World Holdings
▼ 17.63%
3
Close
Aug 22, 2022
Suncor Energy
▲ 31.87%
2
Close
Jul 11, 2022
Transcontinental
▼ 20.22%
3
Close
Jul 11, 2022