New Portfolio Apr 2023 - New Portfolio

uK sentry

New Portfolio Apr 2023
Individual Investor
Ranked #130,251 out of 766,001 TipRanks' Investors
Success Rate
65%
374 out of 573
profitable transactions
Average Return
7.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.55%
6-Month Return▲ 6.92%
12-Month Return▲ 21.11%
YTD Return▲ 14.18%
Total Return▲ 3.08%

Best Trade

Opened at
Closed at-
Gain▲ 61.11%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 1.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.30%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.56%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.30%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.20%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.66%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 0.02%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 1.00%
▲ 11.46%▲ 5.06%▲ 6.30%
▼ 2.25%▲ 3.53%▼ 2.56%
▲ 25.72%▲ 1.21%▲ 5.30%
▼ 4.22%▲ 2.34%▲ 2.96%
▲ 7.82%▲ 2.10%▲ 1.20%
▲ 6.02%▼ 0.89%▼ 2.66%
▲ 5.59%▲ 5.20%▲ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
▲ 5.77%
12
Close
Sep 28, 2024
Tesco plc
▲ 27.88%
7
Close
Sep 21, 2024
United Utilities
▲ 10.76%
9
Close
Sep 21, 2024
iShares Core S&P 500 UCITS ETF
▲ 3.12%
13
Close
Sep 21, 2024
Kingfisher
▲ 10.14%
7
Close
Sep 21, 2024
Pets at Home
▼ 4.12%
9
Close
Sep 21, 2024
Sage Group plc
▲ 7.66%
9
Close
Sep 21, 2024
Taylor Wimpey
▲ 14.23%
13
Close
Sep 21, 2024
BP p.l.c.
▼ 11.37%
6
Close
Sep 21, 2024
Tritax EuroBox
▲ 18.00%
7
Close
Sep 21, 2024
Haleon PLC
▼ 0.09%
7
Close
Sep 21, 2024
Hargreaves Services
▲ 5.61%
7
Close
Sep 21, 2024
Speedy Hire
▲ 35.40%
9
Close
Sep 21, 2024
GlobalData
▼ 0.32%
5
Close
Sep 21, 2024
iShares Core FTSE 100 UCITS ETF GBP (Dist)
▲ 1.04%
3
Close
Sep 21, 2024
DFS Furniture
▼ 0.72%
3
Close
Sep 21, 2024
i3 Energy Plc
▲ 8.69%
37
Close
Sep 05, 2024
B&M European Value Retail SA
▼ 1.53%
3
Close
Sep 05, 2024
HP
▼ 7.87%
2
Close
Sep 05, 2024
Walgreens Boots Alliance
▼ 12.27%
2
Close
Sep 05, 2024