WealthSimple Portfolio

Rates driven by Yahoo Finance - 1 USD = 1.3838 CAD
Updated 3:22:54 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%

AST SpaceMobile Inc. ASTS.NASDAQ

1,341.45 shares held
Market Value
$126,995.33
Unrealized Gain
+$117,075.63

Price Action

Detailed Transactions

DateTypeSharesPriceTotal
2026-04-07Sell20$98.00$1,960.00
2026-02-12Buy20$82.87$1,657.40
2026-02-05Buy20$93.91$1,878.20
2026-01-30Sell10$111.11$1,111.06
2026-01-20Sell29$113.47$3,290.55
2026-01-19Sell20$113.77$2,275.48
2026-01-09Sell30$97.87$2,936.10
2026-01-09Sell70$97.95$6,856.35
2026-01-06Sell10$94.42$944.20
2026-01-05Sell10$90.08$900.79
2026-01-02Sell8$83.67$669.36
2025-12-22Sell20$85.89$1,717.71
2025-12-11Sell20$85.12$1,702.30
2025-12-10Sell20$78.99$1,579.80
2025-10-31Sell20$80.71$1,614.13
2025-10-31Sell10$79.70$797.00
2025-10-30Sell3$78.02$234.06
2025-09-18Buy0.72$41.43$30.00
2025-09-17Buy0.74$40.37$30.00
2025-09-16Buy0.74$40.32$30.00
2025-09-15Buy0.74$40.74$30.00
2025-09-12Buy0.79$37.80$30.00
2025-09-11Buy0.78$38.50$30.00
2025-09-10Buy0.8$37.37$30.00
2025-09-09Buy0.81$37.05$30.00
2025-09-08Buy0.5$39.81$20.00
2025-09-05Buy0.47$42.60$20.00
2025-09-04Buy0.48$41.75$20.00
2025-09-04Buy50$42.43$2,121.50
2025-09-03Buy0.43$46.86$20.00
2025-09-02Buy0.42$47.96$20.00
2025-08-29Buy0.41$48.43$20.00
2025-08-28Buy0.41$48.38$20.00
2025-08-25Sell50$50.00$2,500.00
2025-08-18Sell100$50.00$5,000.01
2025-08-14Sell100$48.96$4,896.00
2025-06-06Sell60$30.00$1,800.00
2025-06-04Sell120$28.70$3,444.01
2025-05-23Buy0.41$24.14$10.00
2025-05-22Buy0.41$24.61$10.00
2025-05-21Buy0.42$23.87$10.00
2025-05-20Buy0.4$25.06$10.00
2025-05-19Buy0.41$24.37$10.00
2025-05-16Buy0.37$26.99$10.00
2025-05-15Buy0.38$26.13$10.00
2025-05-14Buy0.38$26.49$10.00
2025-05-13Buy0.38$26.39$10.00
2025-05-12Buy0.38$26.48$10.00
2025-05-09Buy0.39$25.46$10.00
2025-05-08Buy0.39$25.63$10.00
2025-05-07Buy0.4$25.32$10.00
2025-05-06Buy0.4$24.99$10.00
2025-05-05Buy0.4$25.12$10.00
2025-05-02Buy0.37$26.86$10.00
2025-05-01Buy0.43$23.40$10.00
2025-04-30Buy0.43$23.02$10.00
2025-04-28Buy0.21$23.96$5.00
2025-04-25Buy0.21$23.67$5.00
2025-04-24Buy0.2$24.49$5.00
2025-04-23Buy0.22$22.53$5.00
2025-04-22Buy0.23$21.46$5.00
2025-04-21Buy20$20.76$415.20
2025-04-21Buy0.24$20.69$5.00
2025-04-17Buy0.22$23.09$5.00
2025-04-16Buy0.23$21.84$5.00
2025-04-15Buy0.22$22.68$5.00
2025-04-14Buy0.22$23.17$5.00
2025-04-11Buy0.22$23.01$5.00
2025-04-10Buy0.21$23.50$5.00
2025-04-09Buy0.21$23.81$5.00
2025-04-08Buy0.25$20.21$5.00
2025-04-07Buy0.24$21.11$5.00
2025-04-04Buy0.25$19.68$5.00
2025-04-03Buy0.23$21.83$5.00
2025-04-03Buy100$20.46$2,046.00
2025-04-03Buy100$20.42$2,042.30
2025-04-02Buy0.22$22.48$5.00
2025-04-01Buy0.23$22.01$5.00
2025-03-31Buy0.22$23.01$5.00
2025-01-30Buy20$18.65$373.00
2025-01-10Buy5$22.60$113.00
2024-11-21Buy0.21$23.97$5.00
2024-11-20Buy0.21$23.44$5.00
2024-11-19Buy0.19$25.89$5.00
2024-11-18Buy0.19$25.89$5.00
2024-11-15Buy0.21$23.53$5.00
2024-11-14Buy0.19$26.71$5.00
2024-11-13Buy0.18$28.07$5.00
2024-11-12Buy0.2$24.52$5.00
2024-11-11Buy0.21$24.33$5.00
2024-11-08Buy0.23$22.08$5.00
2024-11-07Buy0.23$21.36$5.00
2024-11-06Buy0.22$22.68$5.00
2024-11-05Buy0.21$23.66$5.00
2024-11-04Buy0.21$24.22$5.00
2024-11-04Buy20$23.37$467.35
2024-11-01Buy0.21$23.58$5.00
2024-10-31Buy0.21$24.17$5.00
2024-10-30Buy0.2$25.23$5.00
2024-10-29Buy0.19$26.91$5.00
2024-10-28Buy0.19$26.55$5.00
2024-10-25Buy0.19$25.75$5.00
2024-10-24Buy0.2$25.09$5.00
2024-10-23Buy0.19$25.93$5.00
2024-10-22Buy0.18$27.81$5.00
2024-10-21Buy0.18$27.34$5.00
2024-10-18Buy0.17$28.75$5.00
2024-10-17Buy0.18$28.52$5.00
2024-10-16Buy0.19$26.70$5.00
2024-10-15Buy0.2$24.59$5.00
2024-10-14Buy0.2$25.34$5.00
2024-10-11Buy0.21$24.19$5.00
2024-10-10Buy0.22$22.76$5.00
2024-10-09Buy0.22$22.61$5.00
2024-10-08Buy0.21$24.24$5.00
2024-10-07Buy0.2$25.01$5.00
2024-10-04Buy0.2$25.48$5.00
2024-10-03Buy0.21$23.29$5.00
2024-10-02Buy0.21$23.64$5.00
2024-10-01Buy10$24.23$242.28
2024-10-01Buy0.21$24.12$5.00
2024-09-30Buy0.19$26.01$5.00
2024-09-27Buy0.2$24.84$5.00
2024-09-26Buy0.21$24.22$5.00
2024-09-25Buy0.2$24.91$5.00
2024-09-24Buy0.19$25.77$5.00
2024-09-23Buy0.19$26.71$5.00
2024-09-20Buy0.19$26.60$5.00
2024-09-19Buy0.17$28.82$5.00
2024-09-18Buy0.17$29.02$5.00
2024-09-17Buy0.18$27.92$5.00
2024-09-16Buy0.17$29.53$5.00
2024-09-13Buy0.17$29.89$5.00
2024-09-12Buy0.19$26.53$5.00
2024-09-11Buy0.18$27.90$5.00
2024-09-10Buy0.19$25.89$5.00
2024-09-09Buy0.19$26.10$5.00
2024-09-06Buy0.19$26.65$5.00
2024-09-06Buy10$26.65$266.49
2024-09-05Buy0.18$28.38$5.00
2024-09-04Buy0.15$34.15$5.00
2024-09-03Buy0.17$29.02$5.00
2024-08-30Buy0.17$28.72$5.00
2024-08-29Buy0.17$28.94$5.00
2024-08-28Buy0.18$28.12$5.00
2024-08-27Buy0.16$31.77$5.00
2024-08-26Buy0.15$32.87$5.00
2024-08-23Buy0.15$33.09$5.00
2024-08-22Buy0.15$33.94$5.00
2024-08-21Buy0.13$37.91$5.00
2024-08-20Buy0.15$33.85$5.00
2024-08-19Buy0.14$36.74$5.00
2024-08-16Buy0.16$31.17$5.00
2024-08-15Buy0.15$32.68$5.00
2024-08-14Buy0.24$20.60$5.00
2024-08-13Buy0.24$20.97$5.00
2024-08-12Buy0.25$19.89$5.00
2024-08-09Buy0.24$21.08$5.00
2024-08-08Buy0.23$21.73$5.00
2024-08-07Buy0.25$19.88$5.00
2024-08-06Buy0.25$19.69$5.00
2024-08-05Buy0.27$18.54$5.00
2024-08-02Buy0.27$18.47$5.00
2024-08-01Buy0.24$20.51$5.00
2024-07-31Buy0.24$21.24$5.00
2024-07-30Buy0.29$17.02$4.99
2024-07-29Buy0.27$18.21$4.99
2024-07-26Buy0.26$19.21$5.00
2024-07-25Buy0.31$16.32$5.00
2024-07-24Buy0.38$13.32$5.00
2024-07-23Buy0.36$13.86$5.00
2024-07-22Buy0.39$12.76$5.00
2024-07-19Buy0.39$12.89$5.00
2024-07-18Buy0.39$12.70$5.00
2024-07-17Buy0.37$13.38$5.00
2024-07-16Buy0.36$13.72$5.00
2024-07-15Buy0.37$13.59$5.00
2024-07-12Buy0.39$12.92$5.00
2024-07-11Buy0.42$11.88$5.00
2024-07-10Buy0.42$11.84$5.00
2024-07-09Buy0.41$12.19$5.00
2024-07-08Buy0.41$12.10$5.00
2024-07-05Buy0.41$12.31$5.00
2024-07-05Buy0.44$11.35$5.00
2024-07-02Buy0.47$10.60$5.00
2024-07-01Buy0.45$11.10$5.00
2024-06-28Buy0.43$11.74$5.00
2024-06-27Buy0.43$11.60$5.00
2024-06-26Buy0.44$11.24$5.00
2024-06-25Buy0.46$10.84$5.00
2024-06-24Buy0.48$10.48$5.00
2024-06-21Buy0.49$10.17$5.00
2024-06-20Buy0.44$11.44$5.00
2024-06-18Buy0.45$11.22$5.00
2024-06-17Buy0.42$11.96$5.00
2024-06-14Buy0.5$9.97$5.00
2024-06-13Buy0.51$9.89$5.00
2024-06-12Buy0.51$9.85$5.00
2024-06-11Buy0.52$9.68$5.00
2024-06-10Buy0.58$8.67$5.00
2024-06-07Buy0.56$8.94$5.00
2024-06-06Buy0.53$9.45$5.00
2024-06-05Buy0.58$8.59$5.00
2024-06-04Buy0.59$8.41$5.00
2024-06-03Buy0.59$8.50$5.00
2024-05-31Buy0.6$8.37$5.00
2024-05-30Buy0.6$8.29$5.00
2024-04-02Buy200$2.06$411.12
2024-04-02Buy300$2.27$680.28
2024-03-20Buy80$2.86$228.59
2024-03-12Buy100$2.96$295.86
2024-03-04Buy100$3.14$313.84
2024-03-01Buy16$3.25$52.00
2024-01-29Buy400$2.87$1,147.40
2024-01-19Buy40$3.15$125.91
2024-01-11Buy30$4.25$127.50
2023-04-25Buy150$6.19$928.79
2023-04-05Buy60$5.84$350.26
2023-04-03Buy50$6.75$337.61