Pension SIPP - New Portfolio
Pension SIPP
Individual Investor
Ranked #382,561 out of 859,299 TipRanks' Investors
Success Rate
18 out of 29
profitable transactions
profitable transactions
Average Return
10.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.08%
6-Month Return▲ 8.96%
12-Month Return▲ 28.82%
YTD Return▲ 1.68%
Total Return▲ 44.02%
Best Trade
Bio
Long term investor with tipranks portfolio covering only my equity & investment trusts. These are offset by other managed funds (not seen here) with a risk profile of high (equity vs bond) 90/10. I seek to maintain an annual return of between 10-15%
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.74%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.68%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.28%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.64%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.23%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.80%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.42%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 9.30%
Apr 2026
▲ 12.88%▲ 3.56%▲ 1.74%
▲ 10.96%▲ 2.38%▲ 0.68%
▼ 3.68%▲ 0.19%▼ 0.28%
▼ 0.10%▲ 0.08%▲ 4.64%
▲ 4.06%▲ 1.47%▼ 0.23%
▼ 1.12%▼ 0.86%▲ 1.80%
▲ 0.60%▼ 4.94%▼ 8.42%
▲ 12.62%▲ 7.63%▲ 9.30%
Recent Activity
Scottish Mortgage Investment Trust Plc
3.62%
▲ 30.73%
5
Sell
Apr 08, 2026
HSBC Holdings
―
▲ 11.84%
5
Close
Mar 02, 2026
City of London Investment Trust PLC
8.65%
▲ 21.14%
3
Buy
Feb 17, 2026
Experian
23.24%
▼ 11.67%
5
Buy
Feb 03, 2026
Mercantile Investment Trust PLC
4.27%
▲ 10.13%
3
Buy
Jan 29, 2026
Aviva plc
15.67%
▲ 18.58%
3
Buy
Jan 20, 2026
Fidelity China Special Situations PLC
6.19%
▼ 6.76%
2
Buy
Jan 20, 2026
3i Group plc
6.17%
▼ 11.75%
2
Buy
Jan 08, 2026
Legal & General
6.9%
▲ 14.90%
3
Sell
Jan 05, 2026
Baillie Gifford US Growth Trust Plc
3.84%
▲ 26.98%
2
Buy
Dec 23, 2025
Greencoat UK Wind
21.44%
▲ 11.07%
1
Open
Dec 23, 2025