SIPP - New Portfolio

Ryszard Gruszka

SIPP
Individual Investor
Ranked #86,183 out of 757,311 TipRanks' Investors
Success Rate
78%
29 out of 37
profitable transactions
Average Return
12.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.06%
6-Month Return▲ 6.08%
12-Month Return-
YTD Return▲ 11.71%
Total Return▲ 16.99%

Best Trade

Opened at
Closed at-
Gain▲ 58.81%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.32%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.60%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.81%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.33%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.40%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.78%
▲ 5.05%▲ 3.27%▲ 6.32%
▼ 12.40%▼ 4.03%▼ 0.60%
▲ 11.46%▲ 5.06%▲ 2.95%
▼ 2.25%▲ 3.53%▼ 0.81%
▲ 25.76%▲ 1.21%▲ 3.11%
▼ 4.21%▲ 2.34%▲ 0.33%
▲ 2.65%▼ 0.40%▼ 1.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Funds PLC - Vanguard FTSE All-World High Dividend Yield UCITS ETF AccumUSD
▲ 13.41%
2
Close
Jul 30, 2024
Valero Energy
4.76%
▼ 15.85%
1
Open
Jul 30, 2024
British American Tobacco
4.76%
▲ 33.13%
4
Sell
Apr 22, 2024
GE Aerospace
▲ 56.95%
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
Vanguard Total Stock Market ETF
▲ 5.60%
2
Close
Apr 22, 2024
Schwab US Dividend Equity ETF
▲ 3.03%
2
Close
Apr 22, 2024
Vanguard S&P 500 ETF
▲ 6.17%
2
Close
Apr 22, 2024
Vanguard International Dividend Appreciation ETF
▲ 2.20%
2
Close
Apr 22, 2024
VanEck Semiconductor UCITS ETF Accum A USD
▲ 10.91%
2
Close
Apr 22, 2024
National Grid
▼ 6.18%
2
Close
Feb 12, 2024
SSE
▼ 14.33%
2
Close
Feb 12, 2024
Coinbase Global
4.76%
▲ 16.49%
1
Open
Dec 12, 2023
Royal Mint Responsibly Sourced Physical Gold ETC
4.76%
▲ 29.54%
1
Open
Dec 12, 2023
Caterpillar
4.76%
▲ 37.79%
1
Open
Dec 09, 2023