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Pension - New Portfolio

Pension
Individual Investor
Ranked #91,255 out of 814,370 TipRanks' Investors
Success Rate
83%
44 out of 53
profitable transactions
Average Return
8.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.96%
6-Month Return▲ 19.95%
12-Month Return-
YTD Return▲ 25.20%
Total Return▲ 25.20%

Best Trade

Opened at
Closed at-
Gain▲ 36.60%

Bio

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 5.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.84%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.67%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.42%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.29%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.43%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 3.89%
Jul 2025
▲ 5.65%
▲ 1.78%
▼ 1.85%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.12%
▼ 12.86%▼ 1.27%▲ 0.84%
▼ 1.80%▼ 5.57%▼ 1.67%
▲ 1.84%▼ 0.87%▲ 1.42%
▲ 12.20%▲ 6.28%▲ 12.29%
▲ 6.24%▲ 5.14%▲ 3.43%
▲ 27.89%▲ 2.30%▲ 3.89%
▲ 5.65%▲ 1.78%▼ 1.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Greggs plc
▲ 7.76%
6
Close
Jul 23, 2025
Agronomics
▲ 17.95%
2
Close
Jul 11, 2025
Entain plc
▲ 1.06%
3
Close
Jun 16, 2025
Glencore
22.59%
▼ 9.71%
2
Buy
Jun 13, 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
▲ 29.13%
2
Close
May 12, 2025
Indivior
▲ 16.22%
2
Close
May 12, 2025
Diversified Energy Company
15.74%
▲ 0.21%
2
Buy
May 09, 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
▲ 7.05%
4
Close
Apr 03, 2025
QinetiQ
▲ 18.80%
3
Close
Mar 26, 2025
Rolls-Royce Holdings
▲ 29.95%
3
Close
Mar 20, 2025