1st Portfolio - New Portfolio

Shaun P

1st Portfolio
Individual Investor
Ranked #40,572 out of 757,311 TipRanks' Investors
Success Rate
71%
584 out of 818
profitable transactions
Average Return
16.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.88%
6-Month Return▲ 15.91%
12-Month Return▲ 14.55%
YTD Return▲ 8.96%
Total Return▲ 13.94%

Best Trade

Opened at
Closed at
Gain▲ 772.73%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 2.43%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.90%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.59%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 6.25%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.41%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.55%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 2.43%
▲ 5.05%▲ 3.27%▲ 6.90%
▼ 12.40%▼ 4.03%▼ 3.16%
▲ 11.46%▲ 5.06%▲ 6.83%
▼ 2.25%▲ 3.53%▼ 2.59%
▲ 25.76%▲ 1.21%▲ 6.25%
▼ 4.21%▲ 2.34%▲ 1.41%
▲ 2.65%▼ 0.40%▲ 1.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UK Commercial Property Reit
▲ 44.04%
11
Close
May 17, 2024
Williams Co
0%
▲ 52.82%
2
Sell
May 14, 2024
Secure Trust Bank
0%
▲ 35.77%
8
Sell
May 14, 2024
Primary Health Properties plc R.E.I.T
0.9%
▲ 10.34%
9
Buy
May 04, 2024
Whitecap Resources
0.49%
▲ 4.20%
1
Open
May 04, 2024
Freehold Royalties
0.4%
▲ 2.33%
1
Open
May 04, 2024
Patria Investments
0.44%
▼ 9.78%
1
Open
May 04, 2024
BCE
0.56%
▲ 12.39%
1
Open
Apr 24, 2024
First Financial Bancorp
0%
▲ 26.06%
2
Sell
Apr 23, 2024
BMO Commercial Property Trust Limited
0%
▲ 28.33%
15
Sell
Apr 23, 2024
abrdn
0.59%
▲ 11.90%
7
Buy
Apr 18, 2024
Renewables Infrastructure Group Limited GBP Red.Shs
0.79%
▲ 5.84%
8
Buy
Apr 18, 2024
Ninety One
0.36%
▼ 0.28%
4
Buy
Apr 18, 2024
Supermarket Income REIT Plc
0.73%
▼ 8.04%
14
Buy
Apr 18, 2024
BBGI Shs Ordinary
0.68%
▲ 0.38%
13
Buy
Apr 18, 2024
Assura plc
0.77%
▼ 1.79%
14
Buy
Apr 18, 2024
Ellington Residential Mortgage
1%
▲ 25.40%
7
Buy
Apr 18, 2024
Jupiter Fund Management Plc
0.59%
▼ 1.46%
15
Buy
Apr 18, 2024
LondonMetric Property
0%
▲ 29.41%
10
Sell
Apr 18, 2024
NY Community
0.32%
▲ 12.04%
7
Buy
Apr 18, 2024