WealthSimple Portfolio

Rates driven by Yahoo Finance - 1 USD = 1.3838 CAD
Updated 3:30:31 AM
Net Value (USD)
$230,529.04
Total Gain/Loss (USD)
+$139,204.37(152.43%)
Total Deposits (USD)
$46,983.89

Holdings

Equities
ASTS.NASDAQ
ASTS.NASDAQAST SpaceMobile Inc.
RRSP · 1,290.83TFSA · 50.62
$126,995.33
+$117,075.63+1,180.23%
Price$94.67
Avg$5.41
SMA5 0.9%SMA20 6.2%SMA120 13.7%
CSU.TSX
CSU.TSXConstellation Software Inc
RRSP · 3.7TFSA · 0.97
$10,738.23
-$3,788.43-26.08%
Price$2,295.18
Avg$3,216.99
SMA5 3.5%SMA20 6.3%SMA120 22.5%
ATZ.TSX
ATZ.TSXAritzia Inc
RRSP · 41.95TFSA · 30.34
$9,211.31
+$6,608.16+253.85%
Price$127.42
Avg$33.34
SMA5 4.8%SMA20 11.6%SMA120 13.0%
UNH.NYSE
UNH.NYSEUnitedhealth Group Inc
RRSP · 13.08
$3,986.96
-$108.79-2.66%
Price$304.90
Avg$313.22
SMA5 1.0%SMA20 8.2%SMA120 2.9%
LULU.NASDAQ
LULU.NASDAQLululemon Athletica inc.
RRSP · 22.91
$3,728.36
-$518.97-12.22%
Price$162.76
Avg$185.41
SMA5 2.5%SMA20 3.6%SMA120 8.9%
AAPL.NASDAQ
AAPL.NASDAQApple Inc
RRSP · 9.55TFSA · 4.01
$3,534.54
+$988.93+38.85%
Price$260.60
Avg$189.78
SMA5 0.8%SMA20 2.8%SMA120 1.8%
MFC.TSX
MFC.TSXManulife Financial Corporation
RRSP · 22.49TFSA · 4.94
$1,386.59
+$182.77+15.18%
Price$50.56
Avg$43.89
SMA5 1.3%SMA20 5.6%SMA120 3.6%
BRK.B.NYSE
BRK.B.NYSEBerkshire Hathaway Inc. (Class B)
RRSP · 2.68
$1,286.76
+$125.96+10.85%
Price$480.60
Avg$433.55
SMA5SMA20SMA120
AXP.NYSE
AXP.NYSEAmerican Express Company
RRSP · 4.02
$1,263.47
+$280.75+28.57%
Price$314.00
Avg$244.23
SMA5 0.5%SMA20 3.8%SMA120 9.6%
BRK.TSX
BRK.TSXBerkshire Hathaway CDR (CAD Hedged)
RRSP · 35.49
$1,242.33
-$47.67-3.7%
Price$35.01
Avg$36.35
SMA5 0.1%SMA20 0.3%SMA120 3.3%
MNS.TSX
MNS.TSXRoyal Canadian Mint - Canadian Silver Reserves Exchange Traded Receipts
RRSP · 20
$1,168.00
-$161.00-12.11%
Price$58.40
Avg$66.45
SMA5 1.1%SMA20 3.6%SMA120 4.3%
ENB.TSX
ENB.TSXEnbridge Inc
RRSP · 14.56
$1,094.63
+$124.07+12.78%
Price$75.17
Avg$66.65
SMA5 0.1%SMA20 0.4%SMA120 9.5%
POW.TSX
POW.TSXPower Corp. Of Canada
RRSP · 12.64
$885.54
+$108.93+14.03%
Price$70.07
Avg$61.45
SMA5 1.8%SMA20 4.4%SMA120 2.1%
AMPX.NYSE
AMPX.NYSEAmprius Technologies Inc.
RRSP · 1TFSA · 50
$879.75
+$411.65+87.94%
Price$17.25
Avg$9.19
SMA5 1.8%SMA20 0.9%SMA120 38.8%
COST.NASDAQ
COST.NASDAQCostco Wholesale Corp
RRSP · 0.69
$693.14
+$145.72+26.62%
Price$999.48
Avg$789.35
SMA5 2.0%SMA20 0.3%SMA120 5.6%
Exchange Traded Funds (ETFs)
VFV.TSX
VFV.TSXVanguard Investments Canada Inc. - S&P 500 Index ETF
RRSP · 246.48TFSA · 14.64
$43,674.80
+$15,270.17+53.76%
Price$167.26
Avg$106.76
SMA5 1.1%SMA20 3.3%SMA120 0.2%
HXQ.TSX
HXQ.TSXGlobal X Nasdaq-100 Index Corporate Class ETF
RRSP · 91.59TFSA · 43.23
$13,460.22
+$5,028.07+59.63%
Price$99.84
Avg$63.09
SMA5 1.5%SMA20 4.0%SMA120 0.2%
SIL.NYSE
SIL.NYSEGlobal X Funds - Global X Silver
RRSP · 80
$7,760.00
+$83.26+1.08%
Price$97.00
Avg$95.96
SMA5 2.2%SMA20 8.4%SMA120 10.4%
XEQT.TSX
XEQT.TSXiShares Core Equity ETF Portfolio
SELF_DIRECTED_JOINT_RESP_FAMILY · 144.65
$6,033.41
+$419.58+7.47%
Price$41.71
Avg$38.81
SMA5 1.2%SMA20 4.0%SMA120 2.8%
QUU.TSX
QUU.TSXMackenzie Financial Corp. - U.S. Large Capital Equity Index ETF
SELF_DIRECTED_JOINT_RESP_FAMILY · 18.49
$5,026.61
+$1,075.41+27.22%
Price$271.86
Avg$213.70
SMA5 1.0%SMA20 3.3%SMA120 0.1%
ZEA.TSX
ZEA.TSXBMO MSCI EAFE Index ETF
SELF_DIRECTED_JOINT_RESP_FAMILY · 135.76
$4,064.59
+$922.26+29.35%
Price$29.94
Avg$23.15
SMA5 1.5%SMA20 4.7%SMA120 4.0%
EEMV.BATS
EEMV.BATSiShares Inc. - MSCI Emerging Markets Min Vol Factor ETF
SELF_DIRECTED_JOINT_RESP_FAMILY · 28.36
$2,660.68
+$365.73+15.94%
Price$93.82
Avg$80.92
SMA5SMA20SMA120
QCN.TSX
QCN.TSXMacKenzie Financial Corp. - Canadian Equity Index ETF
SELF_DIRECTED_JOINT_RESP_FAMILY · 10.68
$2,199.50
+$682.16+44.96%
Price$205.88
Avg$142.03
SMA5 0.9%SMA20 3.5%SMA120 5.2%
SMH.NASDAQ
SMH.NASDAQVanEck Vectors Semiconductor ETF
RRSP · 4.73
$2,066.44
+$959.74+86.72%
Price$437.00
Avg$234.04
SMA5 4.7%SMA20 10.5%SMA120 15.3%
GSWO.BATS
GSWO.BATSGoldman Sachs ActiveBeta World Low Vol Plus Equity ETF
SELF_DIRECTED_JOINT_RESP_FAMILY · 23.4
$1,906.75
+$332.76+21.14%
Price$81.48
Avg$67.26
SMA5SMA20SMA120
ZFL.TSX
ZFL.TSXBMO Asset Management Inc. - Long Federal Bond Index ETF
SELF_DIRECTED_JOINT_RESP_FAMILY · 93.26
$1,115.42
-$78.82-6.6%
Price$11.96
Avg$12.81
SMA5 0.2%SMA20 0.1%SMA120 2.0%
MNY.TSX
MNY.TSXPurpose Cash Management Fund
RRSP · 4.56
$456.40
-$0.50-0.11%
Price$100.11
Avg$100.22
SMA5 0.0%SMA20 0.0%SMA120 0.0%
SVR.TSX
SVR.TSXBlackRock iShares Silver Bullion ETF Hedged
SELF_DIRECTED_JOINT_RESP_FAMILY · 10
$352.90
-$89.80-20.28%
Price$35.29
Avg$44.27
SMA5 2.6%SMA20 3.6%SMA120 5.6%
VDY.TSX
VDY.TSXVanguard Investments Canada Inc. - FTSE Canadian High Dividend Yield Index ETF
RRSP · 0.62TFSA · 3.81
$304.04
+$86.00+39.44%
Price$68.71
Avg$43.09
SMA5 0.8%SMA20 2.7%SMA120 8.5%
GLDM.NYSE
GLDM.NYSESPDR Gold MiniShares Trust
SELF_DIRECTED_JOINT_RESP_FAMILY · 2.72
$256.23
+$138.92+118.42%
Price$94.14
Avg$43.10
SMA5 0.8%SMA20 1.9%SMA120 4.3%
Precious Metals & Commodities
GOLD
GOLDPhysically backed gold
SELF_DIRECTED_JOINT_RESP_FAMILY · 0.08RRSP · 0.09
$1,062.46
+$112.46+11.84%
Price$6,573.97
Avg$5,988.43
SMA5 0.0%SMA20 1.7%SMA120 10.2%

Power Corp. Of Canada POW.TSX

12.64 shares held
Market Value
$885.54
Unrealized Gain
+$108.93

Price Action

Detailed Transactions

DateTypeSharesPriceTotal
2026-02-09Buy0$0.00$5.00
2026-01-30Buy0.1$68.51$7.05
2026-01-21Buy0.07$71.23$5.00
2026-01-20Buy0.07$71.33$5.00
2026-01-19Buy0.07$71.53$5.00
2026-01-16Buy0.07$72.95$4.99
2026-01-15Buy0.07$72.53$4.99
2026-01-14Buy0.07$72.78$5.00
2026-01-13Buy0.07$72.21$4.99
2026-01-12Buy0.07$72.67$5.00
2026-01-09Buy0.07$72.78$5.00
2026-01-08Buy0.07$73.53$5.00
2026-01-07Buy0.07$74.15$4.99
2026-01-06Buy0.07$73.27$4.99
2026-01-05Buy0.07$73.82$4.99
2026-01-02Buy0.07$72.42$4.99
2025-12-31Buy0.07$72.89$5.00
2025-12-30Buy0.07$73.17$4.99
2025-12-29Buy0.07$73.27$4.99
2025-12-24Buy0.07$73.93$4.99
2025-12-23Buy0.07$73.60$4.99
2025-12-22Buy0.07$73.64$5.00
2025-12-19Buy0.07$72.85$4.99
2025-12-18Buy0.07$72.89$5.00
2025-12-17Buy0.07$71.74$5.00
2025-12-16Buy0.07$73.60$4.99
2025-12-15Buy0.07$73.64$5.00
2025-12-12Buy0.07$72.99$5.00
2025-12-11Buy0.07$72.78$5.00
2025-12-10Buy0.07$71.74$5.00
2025-12-09Buy0.07$71.33$5.00
2025-12-08Buy0.07$70.52$5.00
2025-12-05Buy0.07$69.83$5.00
2025-12-04Buy0.07$70.88$4.99
2025-12-03Buy0.07$70.03$5.00
2025-12-02Buy0.07$69.99$4.99
2025-12-01Buy0.07$70.68$4.99
2025-11-28Buy0.07$71.08$4.99
2025-11-27Buy0.07$72.01$4.99
2025-11-26Buy0.07$72.36$5.00
2025-11-25Buy0.07$72.11$4.99
2025-11-24Buy0.07$70.72$5.00
2025-11-21Buy0.07$69.74$5.00
2025-11-20Buy0.07$68.87$5.00
2025-11-19Buy0.07$68.08$4.99
2025-11-18Buy0.07$69.11$4.99
2025-11-17Buy0.07$69.35$5.00
2025-11-14Buy0.07$69.44$5.00
2025-11-13Buy0.07$71.33$5.00
2025-11-12Buy0.07$70.22$5.00
2025-11-11Buy0.07$68.54$4.99
2025-11-10Buy0.07$67.62$4.99
2025-11-07Buy0.08$66.67$5.00
2025-11-06Buy0.08$66.67$5.00
2025-11-05Buy0.08$66.67$5.00
2025-11-04Buy0.08$66.58$5.00
2025-11-03Buy0.08$66.14$5.00
2025-10-31Buy0.06$65.61$4.14
2025-10-31Buy0.08$65.27$5.00
2025-10-30Buy0.08$64.97$4.99
2025-10-29Buy0.08$64.18$5.00
2025-10-28Buy0.08$64.35$5.00
2025-10-27Buy0.08$63.78$5.00
2025-10-24Buy0.08$63.78$5.00
2025-10-23Buy0.08$62.89$5.00
2025-10-22Buy0.08$62.11$5.00
2025-10-21Buy0.08$61.43$5.00
2025-10-17Buy0.08$60.75$5.00
2025-10-16Buy0.08$61.50$5.00
2025-10-15Buy0.08$61.68$4.99
2025-10-14Buy0.08$62.53$4.99
2025-10-10Buy0.08$62.58$5.00
2025-10-09Buy0.08$62.11$5.00
2025-10-08Buy0.08$61.50$5.00
2025-10-07Buy0.08$60.83$5.00
2025-10-06Buy0.08$60.46$5.00
2025-10-03Buy0.08$60.31$5.00
2025-10-02Buy0.08$59.88$5.00
2025-10-01Buy0.08$59.67$5.00
2025-09-30Buy0.08$59.69$4.99
2025-09-29Buy0.08$59.31$5.00
2025-09-26Buy0.09$58.41$5.00
2025-09-25Buy0.09$57.87$5.00
2025-09-24Buy0.09$58.09$4.99
2025-09-23Buy0.09$58.28$5.00
2025-09-22Buy0.09$58.00$5.00
2025-09-19Buy0.09$58.34$5.00
2025-09-18Buy0.09$57.87$5.00
2025-09-17Buy0.09$57.54$5.00
2025-09-16Buy0.09$57.41$5.00
2025-09-15Buy0.09$58.55$5.00
2025-09-12Buy0.08$59.10$5.00
2025-09-11Buy0.08$59.31$5.00
2025-09-10Buy0.09$58.55$5.00
2025-09-09Buy0.09$58.34$5.00
2025-09-08Buy0.09$57.80$5.00
2025-09-05Buy0.09$58.09$4.99
2025-09-04Buy0.09$58.34$5.00
2025-09-03Buy0.09$58.41$5.00
2025-09-02Buy0.09$57.47$5.00
2025-08-29Buy0.09$58.34$5.00
2025-08-28Buy0.09$58.07$5.00
2025-08-27Buy0.09$57.87$5.00
2025-08-26Buy0.09$58.00$5.00
2025-08-25Buy0.09$57.80$5.00
2025-08-22Buy0.09$58.00$5.00
2025-08-21Buy0.09$58.16$4.99
2025-08-20Buy0.09$58.00$5.00
2025-08-19Buy0.09$57.67$5.00
2025-08-18Buy0.09$57.34$5.00
2025-08-15Buy0.09$57.34$5.00
2025-08-14Buy0.09$57.34$5.00
2025-08-13Buy0.09$56.96$4.99
2025-08-12Buy0.09$56.95$5.00
2025-08-11Buy0.09$56.63$5.00
2025-08-08Buy0.09$57.34$5.00
2025-08-07Buy0.09$56.96$4.99
2025-08-06Buy0.09$56.63$5.00
2025-08-05Buy0.09$56.75$5.00
2025-08-01Buy0.01$55.88$0.76
2025-08-01Buy0.09$55.80$5.00
2025-07-31Buy0.09$56.07$4.99
2025-07-30Buy0.09$55.80$5.00
2025-07-29Buy0.09$55.51$4.99
2025-07-28Buy0.09$55.37$5.00
2025-07-25Buy0.09$55.74$5.00
2025-07-24Buy0.09$55.37$5.00
2025-07-23Buy0.09$55.25$5.00
2025-07-22Buy0.09$54.53$5.00
2025-07-21Buy0.09$54.05$5.00
2025-07-18Buy0.09$54.05$5.00
2025-07-17Buy0.09$53.53$5.00
2025-07-16Buy0.09$53.13$5.00
2025-07-15Buy0.09$53.48$5.00
2025-07-14Buy0.09$53.59$5.00
2025-07-11Buy0.09$53.76$5.00
2025-07-10Buy0.09$53.36$5.00
2025-07-09Buy0.09$52.80$5.00
2025-07-08Buy0.1$52.41$5.00
2025-07-07Buy0.09$53.19$5.00
2025-07-04Buy0.09$52.80$5.00
2025-07-03Buy0.1$52.47$5.00
2025-07-02Buy0.1$52.52$5.00
2025-06-30Buy0.09$53.42$5.00
2025-06-27Buy0.09$53.94$5.00
2025-06-26Buy0.09$53.88$5.00
2025-06-25Buy0.09$53.65$5.00
2025-06-24Buy0.09$54.17$5.00
2025-06-23Buy0.09$53.59$5.00
2025-06-20Buy0.09$52.97$5.00
2025-06-19Buy0.09$52.69$5.00
2025-06-18Buy0.1$52.63$5.00
2025-06-17Buy0.1$52.14$5.00
2025-06-03Buy0.1$51.87$5.00
2025-05-27Buy0.1$51.23$5.00
2025-05-20Buy0.1$50.81$5.00
2025-05-13Buy0.1$50.51$5.00