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SIPP - New Portfolio

Ryszard Gruszka

SIPP
Individual Investor
Ranked #176,858 out of 781,066 TipRanks' Investors
Success Rate
67%
32 out of 48
profitable transactions
Average Return
11.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 2.90%
12-Month Return▲ 18.04%
YTD Return▲ 5.22%
Total Return▲ 19.18%

Best Trade

Opened at
Closed at-
Gain▲ 111.63%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.81%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.33%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.94%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 4.13%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.45%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.65%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 5.22%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.81%
▲ 8.13%▲ 1.21%▲ 3.11%
▼ 13.14%▲ 2.34%▲ 0.33%
▲ 2.93%▲ 2.10%▲ 1.94%
▲ 10.00%▼ 0.89%▼ 4.13%
▲ 26.04%▲ 5.96%▲ 2.45%
▲ 5.93%▼ 2.41%▼ 4.65%
▲ 9.79%▲ 0.95%▲ 5.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
0%
▲ 32.49%
6
Sell
Oct 19, 2024
Tencent Holdings Limited
5.52%
▼ 9.79%
1
Open
Oct 19, 2024
Nokia
7.65%
▼ 5.05%
1
Open
Oct 18, 2024
Rio Tinto
13.86%
▼ 4.03%
2
Buy
Sep 30, 2024
Anglo American
3.5%
▲ 25.43%
2
Buy
Sep 30, 2024
Glencore
0.52%
▼ 13.01%
2
Buy
Sep 30, 2024
National Atomic Company Kazatomprom JSC GDR RegS
8.47%
▲ 3.15%
1
Open
Sep 30, 2024
Equinor ASA
7.04%
▲ 0.82%
1
Open
Sep 29, 2024
Alibaba
19.25%
▼ 19.79%
1
Open
Sep 29, 2024
Baidu
18.75%
▼ 21.25%
1
Open
Sep 29, 2024
JD
15.43%
▼ 2.50%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE All-World High Dividend Yield UCITS ETF AccumUSD
▲ 13.41%
2
Close
Jul 30, 2024
Valero Energy
0%
▼ 12.49%
1
Open
Jul 30, 2024
GE Aerospace
▲ 56.94%
2
Close
Apr 22, 2024
SPDR S&P 500 ETF Trust
▲ 8.45%
2
Close
Apr 22, 2024
SPDR S&P 400 US Mid Cap UCITS ETF
▲ 8.33%
2
Close
Apr 22, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
▲ 8.77%
2
Close
Apr 22, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
▲ 8.10%
2
Close
Apr 22, 2024
iShares Core FTSE 100 UCITS ETF GBP (Dist)
▲ 7.60%
2
Close
Apr 22, 2024
Invesco S&P 500 Equal Weight ETF
▲ 3.74%
2
Close
Apr 22, 2024