WealthSimple Portfolio

Rates driven by Yahoo Finance - 1 USD = 1.3838 CAD
Updated 3:27:01 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%

iShares Core Equity ETF Portfolio XEQT.TSX

144.65 shares held
Market Value
$6,033.41
Unrealized Gain
+$419.58

Price Action

Detailed Transactions

DateTypeSharesPriceTotal
2026-04-10Buy0.96$41.63$40.00
2026-04-09Buy0.96$41.59$40.00
2026-04-08Buy0.96$41.62$40.00
2026-04-07Buy0.99$40.40$40.00
2026-04-06Buy0.99$40.58$40.00
2026-04-02Buy0.99$40.36$40.00
2026-04-01Buy0.99$40.56$40.00
2026-03-31Buy1.01$39.54$40.00
2026-03-31Buy0.25$40.11$9.87
2026-03-30Buy1.02$39.28$40.00
2026-03-27Buy1.02$39.13$40.00
2026-03-27Buy25.58$39.09$1,000.00
2026-03-26Buy0.5$39.67$20.00
2026-03-25Buy0.5$39.93$20.00
2026-03-24Buy0.51$39.56$20.00
2026-03-23Buy0.51$39.40$20.00
2026-03-20Buy0.51$39.20$20.00
2026-03-19Buy0.51$39.50$20.00
2026-03-18Buy0.5$40.09$20.00
2026-03-17Buy0.49$40.49$20.00
2026-03-16Buy0.5$40.19$20.00
2026-03-13Buy0.5$39.98$20.00
2026-03-12Buy0.5$40.14$20.00
2026-03-11Buy0.5$40.33$20.00
2026-03-10Buy0.49$40.78$20.00
2026-03-09Buy0.5$39.97$20.00
2026-03-06Buy0.5$40.33$20.00
2026-03-05Buy0.49$41.03$20.00
2026-03-04Buy0.48$41.43$20.00
2026-03-03Buy0.49$40.91$20.00
2026-03-02Buy0.48$41.98$20.00
2026-02-27Buy0.48$42.03$20.00
2026-02-26Buy0.47$42.12$20.00
2026-02-25Buy0.47$42.27$20.00
2026-02-24Buy0.48$41.94$20.00
2026-02-23Buy0.48$41.68$20.00
2026-02-20Buy0.48$41.91$20.00
2026-02-19Buy0.48$41.56$20.00
2026-02-18Buy0.48$41.63$20.00
2026-02-17Buy0.48$41.25$20.00
2026-02-13Buy0.48$41.33$20.00
2026-02-12Buy0.49$41.14$20.00
2026-02-11Buy0.48$41.49$20.00
2026-02-10Buy0.48$41.49$20.00
2026-02-09Buy0.48$41.38$20.00
2026-02-09Buy0$0.00$20.00
2026-02-06Buy0.49$40.98$20.00
2026-02-05Buy0.49$40.57$20.00
2026-02-04Buy0.49$40.92$20.00
2026-02-03Buy0.49$40.92$20.00
2026-02-02Buy0.49$41.08$20.00
2026-01-30Buy0.49$40.58$20.00
2026-01-29Buy0.49$40.83$20.00
2026-01-28Buy0.49$41.17$20.00
2026-01-27Buy0.48$41.27$20.00
2026-01-26Buy0.48$41.39$20.00
2026-01-23Buy0.49$41.18$20.00
2026-01-22Buy0.48$41.33$20.00
2026-01-21Buy0.48$41.25$20.00
2026-01-20Buy0.49$41.04$20.00
2026-01-19Buy0.48$41.43$20.00
2026-01-16Buy0.48$41.60$20.00
2026-01-15Buy0.48$41.62$20.00
2026-01-14Buy0.48$41.27$20.00
2026-01-13Buy0.48$41.38$20.00
2026-01-12Buy0.48$41.41$20.00
2026-01-09Buy0.48$41.36$20.00
2026-01-08Buy0.49$40.88$20.00
2026-01-07Buy0.49$40.93$20.00
2026-01-06Buy0.49$40.91$20.00
2026-01-06Buy0.4$40.78$16.17
2026-01-05Buy0.49$40.63$20.00
2026-01-02Buy0.5$40.04$20.00
2025-12-31Buy0.5$39.91$20.00
2025-12-30Buy0.5$40.11$20.00
2025-12-29Buy0.5$40.22$20.00
2025-12-24Buy0.5$40.36$20.00
2025-12-23Buy0.5$40.31$20.00
2025-12-22Buy0.5$40.28$20.00
2025-12-19Buy0.5$40.14$20.00
2025-12-18Buy0.5$39.88$20.00
2025-12-17Buy0.51$39.54$20.00
2025-12-16Buy0.5$39.74$20.00
2025-12-15Buy0.5$39.94$20.00
2025-12-12Buy0.5$39.90$20.00
2025-12-11Buy0.5$40.27$20.00
2025-12-10Buy0.5$40.14$20.00
2025-12-09Buy0.5$39.95$20.00
2025-12-08Buy0.5$39.91$20.00
2025-12-05Buy0.5$40.10$20.00
2025-12-04Buy0.5$40.27$20.00
2025-12-03Buy0.5$40.03$20.00
2025-12-02Buy0.5$40.00$20.00
2025-12-01Buy0.5$40.11$20.00
2025-11-28Buy0.5$40.27$20.00
2025-11-27Buy0.5$40.26$20.00
2025-11-26Buy0.5$40.13$20.00
2025-11-25Buy0.5$39.86$20.00
2025-11-24Buy0.51$39.47$20.00
2025-11-21Buy0.51$39.12$20.00
2025-11-20Buy0.52$38.80$20.00
2025-11-19Buy0.51$39.02$20.00
2025-11-18Buy0.51$38.99$20.00
2025-11-17Buy0.51$39.09$20.00
2025-11-14Buy0.5$39.69$20.00
2025-11-13Buy0.51$39.58$20.00
2025-11-12Buy0.5$40.14$20.00
2025-11-11Buy0.5$40.02$20.00
2025-11-10Buy0.5$39.88$20.00
2025-11-07Buy0.51$39.32$20.00
2025-11-06Buy0.51$39.56$20.00
2025-11-05Buy0.5$39.87$20.00
2025-11-04Buy0.5$39.64$20.00
2025-11-03Buy0.5$39.86$20.00
2025-10-31Buy0.5$39.75$20.00
2025-10-30Buy0.5$39.75$20.00
2025-10-29Buy0.5$39.88$20.00
2025-10-28Buy0.5$39.94$20.00
2025-10-27Buy0.5$39.94$20.00
2025-10-24Buy0.5$39.84$20.00
2025-10-23Buy0.51$39.46$20.00
2025-10-22Buy0.51$39.24$20.00
2025-10-21Buy0.51$39.47$20.00
2025-10-17Buy0.51$39.28$20.00
2025-10-16Buy0.51$39.55$20.00
2025-10-15Buy0.51$39.49$20.00
2025-10-14Buy0.51$39.23$20.00
2025-10-10Buy0.51$38.93$20.00
2025-10-09Buy0.51$39.53$20.00
2025-10-08Buy0.51$39.52$20.00
2025-10-07Buy0.51$39.35$20.00
2025-10-06Buy0.5$39.63$20.00
2025-10-03Buy0.51$39.57$20.00
2025-10-02Buy0.51$39.20$20.00
2025-10-01Buy0.51$39.15$20.00
2025-09-30Buy0.12$38.88$4.58
2025-09-30Buy0.51$38.85$20.00
2025-09-29Buy0.52$38.78$20.00
2025-09-26Buy0.52$38.61$20.00
2025-09-25Buy0.52$38.52$20.00
2025-09-24Buy0.52$38.62$20.00
2025-09-23Buy0.51$38.88$20.00
2025-09-22Buy0.52$38.74$20.00
2025-09-19Buy0.52$38.48$20.00
2025-09-18Buy0.52$38.51$20.00
2025-09-17Buy0.52$38.32$20.00
2025-09-16Buy0.52$38.23$20.00
2025-09-15Buy0.52$38.42$20.00
2025-09-12Buy0.52$38.35$20.00
2025-09-11Buy0.52$38.38$20.00
2025-09-10Buy0.52$38.13$20.00
2025-09-09Buy0.53$37.91$20.00
2025-09-08Buy0.53$37.90$20.00
2025-09-05Buy0.53$37.72$20.00
2025-09-04Buy0.53$37.59$20.00
2025-09-03Buy0.54$37.32$20.00
2025-09-02Buy0.54$36.98$20.00
2025-08-29Buy0.54$37.29$20.00
2025-08-28Buy0.53$37.40$20.00
2025-08-27Buy0.53$37.47$20.00
2025-08-26Buy0.54$37.38$20.00
2025-08-25Buy0.53$37.47$20.00
2025-08-22Buy0.53$37.66$20.00
2025-08-21Buy0.54$37.18$20.00
2025-08-20Buy0.54$37.13$20.00
2025-08-19Buy0.54$37.25$20.00
2025-08-18Buy0.54$37.21$20.00
2025-08-15Buy0.54$37.20$20.00
2025-08-14Buy0.54$37.11$20.00
2025-08-13Buy0.54$37.11$20.00
2025-08-12Buy0.54$36.92$20.00
2025-08-11Buy0.54$36.74$20.00
2025-08-08Buy0.54$36.70$20.00
2025-08-07Buy0.55$36.48$20.00
2025-08-06Buy0.55$36.46$20.00
2025-08-05Buy0.55$36.24$20.00
2025-08-01Buy0.56$35.84$20.00
2025-07-31Buy0.55$36.47$20.00
2025-07-30Buy0.55$36.52$20.00
2025-07-29Buy0.55$36.46$20.00
2025-07-28Buy0.55$36.43$20.00
2025-07-25Buy0.55$36.56$20.00
2025-07-24Buy0.55$36.40$20.00
2025-07-23Buy0.55$36.31$20.00
2025-07-22Buy0.56$35.93$20.00
2025-07-21Buy0.55$36.19$20.00
2025-07-18Buy0.56$36.03$20.00
2025-07-17Buy0.55$36.09$20.00
2025-07-16Buy0.56$35.70$20.00
2025-07-15Buy0.56$35.84$20.00
2025-07-14Buy0.56$35.85$20.00
2025-07-11Buy0.56$35.77$20.00
2025-07-10Buy0.56$35.95$20.00
2025-07-09Buy0.56$35.82$20.00
2025-07-08Buy0.56$35.68$20.00
2025-07-07Buy0.56$35.69$20.00
2025-07-04Buy0.56$35.80$20.00
2025-07-03Buy0.56$35.66$20.00
2025-07-02Buy0.56$35.53$20.00
2025-07-02Buy0.09$35.51$3.21
2025-06-30Buy0.57$35.40$20.00
2025-06-27Buy0.56$35.49$20.00
2025-06-26Buy0.57$35.17$20.00
2025-06-25Buy0.57$35.12$20.00
2025-06-24Buy0.56$35.49$20.00
2025-06-23Buy0.57$35.08$20.00
2025-06-20Buy0.57$34.89$20.00
2025-06-19Buy0.57$34.81$20.00
2025-06-18Buy0.57$35.00$20.00
2025-06-17Buy0.57$34.85$20.00
2025-06-16Buy0.57$34.92$20.00
2025-06-13Buy0.57$34.90$20.00
2025-06-12Buy0.57$35.10$20.00
2025-06-11Buy0.57$35.16$20.00
2025-06-10Buy0.57$35.08$20.00
2025-06-09Buy0.57$35.02$20.00
2025-06-06Buy0.57$35.00$20.00
2025-06-05Buy0.57$34.93$20.00
2025-06-04Buy0.57$34.84$20.00
2025-06-03Buy0.57$34.87$20.00
2025-06-02Buy0.58$34.62$20.00
2025-05-30Buy0.58$34.55$20.00
2025-05-29Buy0.58$34.66$20.00
2025-05-28Buy0.58$34.73$20.00
2025-05-27Buy0.57$34.83$20.00
2023-01-17Sell70$25.35$1,774.50