WealthSimple Portfolio

Rates driven by Yahoo Finance - 1 USD = 1.3838 CAD
Updated 3:25:52 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%

Lululemon Athletica inc. LULU.NASDAQ

22.91 shares held
Market Value
$3,728.36
Unrealized Gain
-$518.97

Price Action

Detailed Transactions

DateTypeSharesPriceTotal
2026-03-10Buy0.12$168.55$19.99
2026-03-09Buy0.12$167.00$19.99
2026-03-06Buy0.12$171.00$19.99
2026-03-05Buy0.12$173.91$20.00
2026-03-04Buy0.12$172.71$20.00
2026-03-03Buy0.12$171.44$19.99
2026-03-02Buy0.11$177.46$20.00
2026-02-27Buy0.11$185.09$19.99
2026-02-26Buy0.11$185.69$19.98
2026-02-25Buy0.11$180.42$19.99
2026-02-24Buy0.11$180.65$19.98
2026-02-23Buy0.11$178.16$19.99
2026-02-20Buy0.11$183.56$19.99
2026-02-19Buy0.11$181.31$19.98
2026-02-18Buy0.11$181.31$19.98
2026-02-17Buy0.11$175.04$19.99
2026-02-13Buy0.11$175.97$19.99
2026-02-12Buy0.12$168.69$19.99
2026-02-11Buy0.11$179.12$19.99
2026-02-10Buy0.11$183.39$19.99
2026-02-09Buy0.11$174.35$19.98
2026-02-09Buy0$0.00$20.00
2026-02-06Buy0.11$174.04$19.98
2026-02-05Buy0.12$172.77$19.99
2026-02-04Buy0.11$175.97$19.99
2026-02-03Buy0.11$176.06$20.00
2026-02-02Buy0.11$179.53$20.00
2026-01-30Buy0.11$174.06$20.00
2026-01-29Buy0.11$175.13$20.00
2026-01-28Buy0.11$182.30$19.98
2026-01-27Buy0.11$187.52$19.99
2026-01-26Buy0.1$193.89$19.99
2026-01-23Buy0.1$192.77$19.99
2026-01-22Buy0.1$194.36$20.00
2026-01-21Buy0.11$188.68$20.00
2026-01-20Buy0.1$196.46$20.00
2026-01-16Buy0.1$203.36$19.99
2026-01-15Buy0.1$201.61$19.98
2026-01-14Buy0.1$205.55$20.00
2026-01-13Buy0.09$213.34$19.99
2026-01-12Buy0.1$208.99$20.00
2025-10-27Buy0.11$183.23$19.99
2025-10-24Buy0.11$178.16$19.99
2025-10-23Buy0.11$178.96$19.99
2025-10-22Buy0.11$177.69$19.99
2025-10-21Buy0.11$180.90$19.99
2025-10-17Buy0.12$165.67$19.98
2025-10-16Buy0.12$162.97$19.98
2025-10-15Buy0.12$168.18$19.98
2025-10-14Buy0.12$167.90$19.98
2025-10-13Buy0.12$167.36$20.00
2025-10-10Buy0.12$169.55$19.99
2025-10-09Buy0.11$173.89$19.98
2025-10-08Buy0.12$172.77$19.99
2025-10-07Buy0.12$172.71$20.00
2025-10-06Buy0.11$174.13$19.99
2025-10-03Buy0.11$176.90$19.99
2025-10-02Buy0.11$178.96$19.99
2025-10-01Buy0.11$178.09$20.00
2025-09-30Buy0.11$177.94$20.00
2025-09-29Buy0.11$176.35$19.98
2025-09-26Buy0.11$174.28$19.99
2025-09-25Buy0.11$175.20$19.99
2025-09-24Buy0.11$175.20$19.99
2025-09-23Buy0.11$174.59$19.99
2025-09-17Buy0.12$164.53$19.99
2025-09-16Buy0.12$161.86$19.99
2025-09-15Buy0.12$160.95$19.99
2025-09-12Buy0.12$160.90$20.00
2025-09-11Buy0.12$165.21$19.99
2025-09-10Buy0.12$165.07$19.99
2025-09-09Buy0.12$165.07$19.99
2025-09-08Buy0.12$166.44$19.99
2025-09-05Buy0.12$167.76$19.98
2025-09-05Buy5$169.35$846.77
2025-09-04Buy0.1$203.05$19.98
2025-09-03Buy0.1$198.21$19.98
2025-09-02Buy0.1$196.17$19.99
2025-08-29Buy0.1$201.72$19.99
2025-08-28Buy0.1$203.87$20.00
2025-08-27Buy0.1$206.94$19.99
2025-08-26Buy0.07$202.29$14.14
2025-08-17Buy9$200.80$1,807.20