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Pension - New Portfolio

Pension
Individual Investor
Ranked #130,971 out of 832,415 TipRanks' Investors
Success Rate
81%
43 out of 53
profitable transactions
Average Return
7.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.77%
6-Month Return▲ 0.38%
12-Month Return-
YTD Return▲ 21.16%
Total Return▲ 21.16%

Best Trade

Opened at
Closed at-
Gain▲ 39.37%

Bio

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 12.29%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.43%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.04%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 1.73%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 5.92%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 1.40%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 12.29%
▲ 9.25%▲ 5.14%▲ 3.43%
▲ 7.60%▲ 2.30%▲ 2.90%
▲ 2.76%▲ 2.05%▼ 0.80%
▲ 12.88%▲ 3.56%▲ 6.04%
▲ 10.96%▲ 2.38%▼ 1.73%
▼ 3.44%▲ 0.19%▼ 5.92%
▼ 0.68%▼ 0.24%▼ 1.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Hunting
▲ 1.95%
2
Close
Oct 01, 2025
Glencore
▲ 5.11%
4
Close
Sep 26, 2025
Diversified Energy Company
▲ 6.84%
3
Close
Sep 10, 2025
Greggs plc
▲ 7.76%
6
Close
Jul 23, 2025
Agronomics
▲ 17.95%
2
Close
Jul 11, 2025
Entain plc
▼ 6.77%
3
Close
Jun 16, 2025
Taylor Wimpey
▲ 5.47%
2
Close
Jun 10, 2025
Rotork plc
▲ 1.90%
2
Close
Jun 10, 2025
Lancashire Holdings
▲ 3.18%
2
Close
Jun 05, 2025
Capita plc
▲ 5.30%
2
Close
May 15, 2025
HSBC Holdings
▲ 13.66%
5
Close
May 13, 2025
Rank Group plc
▲ 15.93%
2
Close
May 12, 2025
Indivior
▲ 16.22%
2
Close
May 12, 2025
Card Factory
▲ 1.05%
2
Close
May 09, 2025
Prudential
▲ 6.48%
2
Close
Apr 15, 2025
Bellway
▲ 5.74%
2
Close
Apr 15, 2025
SSE
▲ 7.45%
2
Close
Apr 04, 2025
Tesco plc
▲ 4.91%
3
Close
Apr 04, 2025
Marks and Spencer
▲ 3.52%
4
Close
Apr 03, 2025
QinetiQ
▲ 13.75%
3
Close
Mar 26, 2025