WealthSimple Portfolio

Rates driven by Yahoo Finance - 1 USD = 1.3838 CAD
Updated 3:24:52 AM
Net Value (CAD)
$319,006.09
Total Gain/Loss (CAD)
+$192,631.01(152.43%)
Total Deposits (CAD)
$65,016.30

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%

Vanguard Investments Canada Inc. - FTSE Canadian High Dividend Yield Index ETF VDY.TSX

4.43 shares held
Market Value
$304.04
Unrealized Gain
+$86.00

Price Action

Detailed Transactions

DateTypeSharesPriceTotal
2026-03-27Buy0.01$65.66$0.65
2026-03-27Buy0$68.75$0.11
2026-03-02Buy0$64.71$0.11
2026-03-02Buy0.01$67.86$0.76
2026-01-23Buy0.01$63.37$0.64
2026-01-23Buy0$60.00$0.09
2026-01-08Buy0$62.50$0.10
2026-01-08Buy0.01$62.38$0.63
2025-12-08Buy0.01$60.58$0.63
2025-12-08Buy0$62.50$0.10
2025-11-10Buy0.01$59.22$0.61
2025-11-10Buy0$56.25$0.09
2025-10-08Buy0$60.00$0.09
2025-10-08Buy0.01$58.06$0.54
2025-09-09Buy0.02$56.13$0.87
2025-09-09Buy0$54.17$0.13
2025-08-22Sell66$54.46$3,594.36
2025-08-12Buy0.2$53.21$10.61
2025-08-12Buy0.01$53.64$0.59
2025-07-10Buy0.01$52.38$0.55
2025-07-10Buy0.19$52.39$9.76
2025-06-10Buy0.29$51.58$15.04
2025-06-10Buy0.02$51.85$0.84
2025-05-09Buy0.24$49.70$11.72
2025-05-09Buy0.01$50.00$0.65
2025-04-08Buy0.29$44.74$13.07
2025-04-08Buy0.02$44.79$0.73
2025-03-11Buy0.02$48.47$0.79
2025-03-11Buy0.29$48.38$14.15
2025-02-11Buy0.25$49.80$12.42
2025-02-11Buy0.01$50.00$0.69
2025-01-08Buy0.22$49.91$11.04
2025-01-08Buy0.01$50.00$0.62
2024-12-12Buy0.4$50.00$20.00
2024-12-09Buy0.22$50.83$11.39
2024-12-09Buy0.01$51.02$0.50
2024-12-05Buy0.39$50.85$20.00
2024-11-28Buy0.39$50.83$20.00
2024-11-21Buy0.39$50.89$20.00
2024-11-14Buy0.4$50.25$20.00
2024-11-08Buy0$50.00$0.13
2024-11-08Buy0.2$49.54$10.14
2024-11-07Buy0.4$49.78$20.00
2024-10-31Buy0.41$48.72$20.00
2024-10-24Buy0.41$49.26$20.00
2024-10-17Buy0.4$49.69$20.00
2024-10-16Buy0.2$49.48$10.00
2024-10-09Buy0.2$48.92$10.00
2024-10-08Buy0.28$48.60$13.40
2024-10-02Buy0.21$48.29$10.00
2024-09-25Buy0.21$48.12$10.00
2024-09-18Buy0.21$47.82$10.00
2024-09-12Buy0.26$47.06$12.10
2024-09-11Buy0.21$46.97$10.00
2024-09-04Buy0.21$46.77$10.00
2024-08-28Buy0.22$46.40$10.00
2024-08-21Buy0.22$45.93$10.00
2024-08-14Buy0.22$45.43$10.00
2024-08-09Buy0.23$44.58$10.04
2024-08-07Buy0.23$44.07$10.00
2024-07-31Buy0.22$45.89$10.00
2024-07-24Buy0.22$44.96$10.00
2024-07-17Buy0.22$45.07$10.00
2024-07-10Buy0.23$44.01$10.00
2024-07-09Buy0.25$43.56$10.92
2024-07-03Buy0.23$43.88$10.00
2024-06-26Buy0.23$43.25$10.00
2024-06-19Buy0.23$42.75$10.00
2024-06-12Buy0.23$43.94$10.00
2024-06-10Buy0.23$43.97$10.32
2024-06-05Buy0.23$44.13$10.00
2024-05-29Buy0.23$43.82$10.00
2024-05-22Buy0.22$44.86$10.00
2024-05-15Buy0.22$44.88$10.00
2024-05-09Buy0.23$44.74$10.08
2024-05-08Buy0.23$44.44$10.00
2024-05-01Buy0.23$43.52$10.00
2024-04-24Buy0.23$43.61$10.00
2024-04-17Buy0.23$42.83$10.00
2024-04-10Buy0.23$44.11$10.00
2024-04-03Buy0.23$44.37$10.00
2024-03-27Buy0.23$44.05$10.00
2024-03-26Buy0.22$43.92$9.61
2024-03-20Buy0.23$43.74$10.00
2024-03-13Buy0.23$43.90$10.00
2024-03-08Buy0.23$43.32$9.83
2024-03-06Buy0.23$43.27$10.00
2024-02-28Buy0.24$42.55$10.00
2024-02-21Buy0.24$42.50$10.00
2024-02-14Buy0.24$41.36$10.00
2024-02-08Buy0.25$41.33$10.37
2024-02-07Buy0.24$41.56$10.00
2024-01-31Buy0.47$42.38$20.00
2024-01-24Buy0.47$42.44$20.00
2024-01-17Buy0.48$41.90$20.00
2024-01-10Buy0.47$42.76$20.00
2024-01-09Buy0.2$42.93$8.56
2024-01-03Sell0.42$43.07$17.90
2024-01-03Buy0.47$42.82$20.00
2023-12-27Buy0.47$42.80$20.00
2023-12-20Buy0.47$42.14$20.00
2023-12-13Buy0.48$41.58$20.00
2023-12-10Buy0.19$41.03$7.98
2023-12-10Buy0$41.18$0.07
2023-12-06Buy0.49$41.12$20.00
2023-11-29Buy0.49$40.60$20.00
2023-11-22Buy0.49$40.63$20.00
2023-11-15Buy0.49$40.61$20.00
2023-11-08Buy0.18$39.82$7.06
2023-11-08Buy0$40.00$0.06
2023-11-08Buy0.51$39.36$20.00
2023-11-01Buy0.52$38.62$20.00
2023-10-25Buy0.52$38.32$20.00
2023-10-18Buy0.51$39.32$20.00
2023-10-11Buy0.5$39.67$20.00
2023-10-11Buy0.2$39.73$7.83
2023-10-10Buy0$41.18$0.07
2023-10-04Buy0.52$38.26$20.00
2023-09-27Buy0.5$39.84$20.00
2023-09-20Buy0.49$41.16$20.00
2023-09-13Buy0.49$40.86$20.00
2023-09-11Buy0.18$40.65$7.50
2023-09-11Buy0$41.18$0.07
2023-09-06Buy0.62$40.61$25.00
2023-08-30Buy0.61$41.30$25.00
2023-08-23Buy1.24$40.31$50.00
2023-08-16Buy1.23$40.67$50.00
2023-08-09Buy0.13$41.79$5.60
2023-08-09Buy0$42.86$0.06
2023-08-09Buy1.2$41.50$50.00
2023-08-02Buy1.21$41.28$50.00
2023-07-26Buy1.19$42.08$50.00
2023-07-19Buy1.2$41.74$50.00
2023-07-12Buy1.22$41.05$50.00
2023-07-11Buy0$41.18$0.07
2023-07-11Buy0.13$40.83$5.14
2023-07-05Buy1.21$41.16$50.00
2023-06-28Buy1.23$40.56$50.00
2023-06-21Buy1.23$40.64$50.00
2023-06-14Buy1.22$41.02$50.00
2023-06-08Buy0$41.18$0.07
2023-06-08Buy0.1$41.15$4.07
2023-06-07Buy1.22$41.10$50.00
2023-05-31Buy1.25$40.14$50.00
2023-05-24Buy1.21$41.16$50.00
2023-05-18Buy1.2$41.65$50.00
2023-05-11Buy1.19$42.05$50.00
2023-05-04Buy1.2$41.70$50.00
2023-04-27Buy1.16$42.93$50.00
2023-04-20Buy1.17$42.83$50.00
2023-04-13Buy0.59$42.69$25.00
2023-04-06Buy0.6$41.89$25.00
2023-03-30Buy0.61$41.28$25.00
2023-03-23Buy0.62$40.23$25.00
2023-03-16Buy0.61$40.68$25.00
2023-03-09Buy0.59$42.64$25.00
2023-03-02Buy0.58$43.08$25.00
2023-02-23Buy0.58$43.22$25.00
2023-02-21Buy0.58$43.43$25.00
2023-02-14Buy0.57$44.16$25.00
2023-02-07Buy0.57$44.09$25.00
2023-01-31Buy0.57$43.87$25.00
2023-01-24Buy0.57$43.65$25.00
2023-01-17Buy0.57$43.53$25.00
2023-01-10Buy0.59$42.07$25.00
2023-01-03Buy0.61$41.21$25.00