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Wealthsimple
- New Portfolio
Performance
Portfolio Details
Burak Gunes
Wealthsimple
Individual Investor
Ranked #238,394 out of 728,574 TipRanks' Investors
Success Rate
55%
42 out of 77
profitable transactions
Average Return
0.54%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▼ 6.65%
6-Month Return
▼ 3.13%
12-Month Return
▼ 8.33%
YTD Return
▼ 10.02%
Total Return
▼ 26.37%
Best Trade
Asset
Marathon Pe... (MPC)
Opened at
Nov 08, 2021
Closed at
-
Gain
▲ 230.48%
Bio
A balanced mix of equities and ETFs
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
21.40%
0
-21.40%
▼ 4.52%
▼ 4.74%
▼ 6.00%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 2.31%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 2.96%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.59%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.99%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.68%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.26%
Mar 2024
▼ 21.40%
▼ 3.74%
▼ 6.21%
Apr 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 4.52%
▼ 4.74%
▼ 6.00%
▼ 6.45%
▼ 2.17%
▼ 2.31%
▲ 9.22%
▲ 9.13%
▲ 2.96%
▲ 5.14%
▲ 4.57%
▲ 7.59%
▼ 1.87%
▲ 1.59%
▼ 7.99%
▲ 14.08%
▲ 5.22%
▲ 6.68%
▲ 5.05%
▲ 3.27%
▼ 2.26%
▼ 21.40%
▼ 3.74%
▼ 6.21%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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IDEX
Ideanomics
0.01%
▼ 99.71%
3
Buy
Nov 08, 2021
TRP
TC Energy
0.52%
▼ 9.28%
1
Open
Nov 08, 2021
T
Telus
1.87%
▼ 13.64%
2
Buy
Nov 08, 2021
DIV
Diversified Royalty Corp
0.02%
▲ 20.41%
1
Open
Nov 08, 2021
ENB
Enbridge
2.97%
▲ 5.62%
2
Buy
Nov 08, 2021
EIT.UN
Canoe EIT Income Fund
0.52%
▲ 36.72%
1
Open
Nov 08, 2021
VXF
Vanguard Extended Market ETF
2.41%
▼ 6.93%
2
Sell
Nov 08, 2021
BMO
Bank Of Montreal
1.35%
▲ 0.18%
1
Open
Nov 08, 2021
BTB.UN
BTB REIT
0.02%
▼ 9.30%
1
Open
Nov 08, 2021
CM
Canadian Bank of Commerce
1.4%
▲ 1.02%
1
Open
Nov 08, 2021
SOFI
SoFi Technologies
1.01%
▼ 58.53%
2
Buy
Nov 08, 2021
AMC
AMC Entertainment
0.03%
▼ 98.65%
2
Buy
Nov 08, 2021
MPC
Marathon Petroleum
4.51%
▲ 230.48%
1
Open
Nov 08, 2021
RY
Royal Bank Of Canada
0.72%
▼ 0.48%
1
Open
Nov 08, 2021
WFC
Wells Fargo
―
▲ 9.35%
3
Close
Nov 08, 2021
CGEN
Compugen
―
▲ 0.54%
3
Close
Nov 08, 2021
CMCSA
Comcast
―
▼ 9.08%
2
Close
Nov 08, 2021
HIVE
HIVE Blockchain Technologies
―
▲ 49.75%
2
Close
Nov 08, 2021
INTC
Intel
―
▼ 4.12%
2
Close
Nov 08, 2021
JBL
Jabil
―
▲ 6.54%
2
Close
Nov 08, 2021
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