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New Portfolio Jul 2023 - New Portfolio

Steven Thurlow

New Portfolio Jul 2023
Individual Investor
Ranked #165,667 out of 781,066 TipRanks' Investors
Success Rate
63%
137 out of 219
profitable transactions
Average Return
7.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.57%
6-Month Return▼ 0.28%
12-Month Return▲ 10.69%
YTD Return▲ 8.02%
Total Return▲ 17.86%

Best Trade

Opened at
Closed at
Gain▲ 81.35%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 3.00%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.82%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 0.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.95%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 0.55%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.70%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 8.02%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 3.00%
▲ 8.13%▲ 1.21%▲ 3.82%
▼ 13.14%▲ 2.34%▼ 0.35%
▲ 2.93%▲ 2.10%▲ 0.82%
▲ 10.00%▼ 0.89%▼ 3.95%
▲ 26.04%▲ 5.96%▲ 0.55%
▲ 5.93%▼ 2.41%▼ 6.70%
▲ 11.17%▲ 1.96%▲ 8.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
M&G Plc
▲ 13.11%
5
Close
Nov 08, 2024
NatWest Group
▲ 76.17%
5
Close
Nov 08, 2024
Octopus Renewables Infrastructure Trust Plc
▼ 8.33%
5
Close
Nov 08, 2024
Phoenix Group Holdings
▲ 10.19%
5
Close
Nov 08, 2024
Primary Health Properties plc R.E.I.T
▲ 12.06%
5
Close
Nov 08, 2024
Rio Tinto
6.67%
▲ 8.55%
5
Sell
Nov 08, 2024
Renewables Infrastructure Group Limited GBP Red.Shs
▼ 6.09%
5
Close
Nov 08, 2024
Taylor Wimpey
▲ 33.79%
5
Close
Nov 08, 2024
Greencoat UK Wind
▲ 2.49%
5
Close
Nov 08, 2024
Lloyds Banking
▲ 31.13%
6
Close
Nov 08, 2024
Legal & General
▲ 7.71%
5
Close
Nov 08, 2024
Assura plc
▼ 2.86%
5
Close
Nov 08, 2024
Aviva plc
▲ 28.27%
5
Close
Nov 08, 2024
BAE Systems
▲ 44.37%
5
Close
Nov 08, 2024
BHP Group Ltd
6.67%
▼ 6.44%
5
Sell
Nov 08, 2024
British Land Company plc
▲ 31.19%
5
Close
Nov 08, 2024
BP p.l.c.
6.67%
▼ 7.81%
5
Sell
Nov 08, 2024
Centrica
▼ 17.54%
5
Close
Nov 08, 2024
Drax Group plc
▲ 32.20%
5
Close
Nov 08, 2024
Forterra
▲ 23.90%
4
Close
Nov 08, 2024