My Portfolio - New Portfolio

Andrew Lawrence

My Portfolio
Individual Investor
Ranked #99,266 out of 748,626 TipRanks' Investors
Success Rate
66%
94 out of 143
profitable transactions
Average Return
4.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.27%
6-Month Return▲ 10.46%
12-Month Return▲ 1.54%
YTD Return▲ 7.84%
Total Return▲ 7.16%

Best Trade

Opened at
Closed at-
Gain▲ 88.20%

Bio

This is my portfolio for Canadian stocks minus all the EFT's I hold. I only buy Stocks that pay me dividends on a consistent basis. I do have some very risky stocks in my portfolio to balance out the safe ones and meet in the middle.

Performance

24.77%0-24.77%
▲ 5.14%
▲ 4.57%
▲ 10.01%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 3.32%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.06%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.42%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.77%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.84%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.25%
Jun 2024
▲ 24.77%
▼ 1.07%
▲ 5.98%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 10.01%
▼ 1.87%▲ 1.59%▼ 3.32%
▲ 14.08%▲ 5.22%▲ 2.06%
▲ 5.05%▲ 3.27%▲ 4.42%
▼ 12.40%▼ 4.03%▼ 1.77%
▲ 11.46%▲ 5.06%▲ 2.84%
▼ 2.25%▲ 3.53%▼ 2.25%
▲ 24.77%▼ 1.07%▲ 5.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Sienna Senior Living
0%
▲ 48.07%
3
Sell
Jul 23, 2024
Magna International
2.66%
▼ 12.05%
4
Buy
Jul 23, 2024
Dollarama
0.14%
▼ 1.65%
1
Open
Jul 23, 2024
Rogers Communication
1.87%
▼ 1.54%
1
Open
Jul 23, 2024
Vanguard FTSE Canada Index ETF
0%
▲ 6.87%
5
Sell
Jul 11, 2024
iShares S&P/TSX 60 Index ETF
0%
▲ 6.63%
5
Sell
Jul 11, 2024
Corby Spirit&Wine A
2.64%
▼ 2.23%
4
Buy
Jul 02, 2024
Medical Properties
2.83%
▼ 4.36%
11
Buy
Jun 27, 2024
SIR Royalty Income
0%
▲ 29.13%
3
Sell
Jun 26, 2024
ATCO Ltd Cl I NV
0%
▲ 12.55%
2
Sell
Jun 20, 2024
Quebecor
2.2%
▲ 11.35%
4
Buy
Jun 20, 2024
Cogeco Communications
3.97%
▲ 13.20%
5
Buy
Jun 18, 2024
Harvest Equal Weight Global Utilities Income ETF
2.34%
▲ 3.53%
1
Open
Jun 14, 2024
BCE
2.91%
▼ 6.25%
3
Buy
Apr 09, 2024
Telus
1.06%
▼ 5.94%
2
Buy
Mar 22, 2024
Canadian Utilities A
1.11%
▲ 6.27%
1
Open
Feb 16, 2024
Canadian Western Bank
2.67%
▲ 63.41%
4
Buy
Feb 15, 2024
Canadian National Railway
0%
▲ 4.27%
2
Sell
Feb 14, 2024
Rithm Capital
0%
▲ 39.76%
2
Buy
Jan 31, 2024
Realty Income
5.15%
▲ 5.40%
4
Buy
Jan 31, 2024