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20.6.2024 - New Portfolio

PerformancePortfolio Details

Unipex Petr

20.6.2024
Individual Investor
Ranked #120,133 out of 859,299 TipRanks' Investors
Success Rate
69%
192 out of 277
profitable transactions
Average Return
18.01%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.77%
6-Month Return▲ 6.25%
12-Month Return▲ 26.00%
YTD Return▲ 2.09%
Total Return▲ 83.08%

Best Trade

AssetIntellia Th... (NTLA)
Opened at
Closed at
Gain▲ 624.93%

Bio

Tray

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 2.70%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 3.27%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.62%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.04%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.34%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.37%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.80%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 6.22%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 2.70%
▲ 10.96%▲ 2.38%▲ 3.27%
▼ 3.68%▲ 0.19%▲ 0.62%
▼ 0.10%▲ 0.08%▲ 0.04%
▲ 4.06%▲ 1.47%▼ 0.34%
▼ 1.12%▼ 0.86%▲ 2.37%
▲ 0.60%▼ 4.94%▼ 5.80%
▲ 12.62%▲ 7.63%▲ 6.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GSK
GlaxoSmithKline
―
▲ 3.49%
5
Close
Dec 31, 2024
NEM
Newmont Mining
―
▼ 6.99%
7
Close
Dec 30, 2024
NNN
NNN REIT
―
▼ 3.24%
4
Close
Dec 30, 2024
DOW
Dow Inc
―
▼ 1.70%
6
Close
Dec 30, 2024
HR
Healthcare Realty Trust
―
▼ 2.04%
5
Close
Dec 30, 2024
DOC
Healthpeak Properties
―
▲ 12.15%
4
Close
Dec 30, 2024
VHVG
Vanguard FTSE Developed World UCITS ETF USD
24.81%
▲ 31.78%
16
Buy
Dec 11, 2024
LGEN
Legal & General
―
▲ 0.39%
7
Close
Oct 29, 2024
CSPX
Ish.Frf Spx 500
2.5%
▲ 27.86%
4
Buy
Oct 29, 2024
ISAC
Ish.Frf Ms Acwi
20.19%
▲ 39.21%
7
Buy
Oct 16, 2024
VUAA
Vanguard S&P 500 UCITS ETF
12.6%
▲ 32.36%
3
Buy
Jul 09, 2024
CNDX
Ish.Frf Ndx 100
1.24%
▲ 43.14%
6
Open
Jun 23, 2024
SWDA
iShares Core MSCI World UCITS ETF
23.21%
▲ 41.68%
20
Buy
Jun 23, 2024
VHYL
Vanguard FTSE All - World High Dividend Yield UCITS ETF
0.05%
▲ 22.44%
3
Open
Jun 23, 2024
CSSPX
Ish.Frf Spx 500
0.62%
▲ 15.78%
3
Open
Jun 23, 2024
CSNDX
Ish.Frf Ndx 100
1.64%
▲ 21.13%
2
Buy
Jun 23, 2024
VUSD
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
0.55%
▲ 29.93%
1
Open
Jun 23, 2024
VWCE
Vanguard FTSE All-World UCITS ETF Accum USD
1.48%
▲ 22.69%
1
Open
Jun 23, 2024
ISACF
Ish.Frf Ms Euro
―
▲ 22.55%
4
Close
Jun 22, 2024
VJPE
Vanguard FTSE Japan UCITS ETF Accum Shs Hedged EUR
1.14%
▲ 21.56%
4
Open
Jun 22, 2024