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New Portfolio - New Portfolio

Private Investor

New Portfolio
Individual Investor
Ranked #112,101 out of 769,002 TipRanks' Investors
Success Rate
68%
47 out of 69
profitable transactions
Average Return
13.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.28%
6-Month Return▲ 7.56%
12-Month Return▲ 29.55%
YTD Return▲ 23.20%
Total Return▲ 67.36%

Best Trade

Opened at
Closed at-
Gain▲ 188.91%

Bio

Versatile UK & Irish Equities

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.55%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 7.72%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.80%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.23%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.89%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.75%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.55%
▲ 11.46%▲ 5.06%▲ 7.72%
▼ 2.25%▲ 3.53%▼ 2.80%
▲ 25.72%▲ 1.21%▲ 6.23%
▼ 4.22%▲ 2.34%▲ 1.18%
▲ 7.82%▲ 2.10%▲ 1.89%
▲ 5.70%▼ 0.89%▼ 1.75%
▲ 23.63%▲ 3.84%▲ 3.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Unilever
▲ 8.39%
8
Close
Nov 11, 2024
FBD Holdings
▲ 11.71%
4
Close
Nov 11, 2024
Legal & General
▼ 4.08%
7
Close
Nov 10, 2024
Glanbia
14.3%
▼ 13.39%
5
Buy
Nov 07, 2024
Dalata Hotel
▲ 1.03%
2
Close
Oct 23, 2024
Prudential
10.13%
▼ 25.47%
6
Sell
Oct 12, 2024
British American Tobacco
16.49%
▲ 25.40%
4
Buy
Oct 12, 2024
Diageo
▼ 18.27%
5
Close
Sep 10, 2024
Grafton
11.26%
▲ 7.15%
6
Sell
Sep 10, 2024
Smurfit Westrock
8.83%
▲ 18.17%
1
Open
Aug 30, 2024
Smurfit Kappa Group
▲ 24.17%
4
Close
Jul 26, 2024
permanent tsb Group Holdings
▲ 13.18%
2
Buy
Jul 03, 2024
Glanbia
▲ 68.20%
5
Close
Jul 02, 2024
Imperial Brands
▲ 14.41%
11
Close
Jul 02, 2024
British Land Company plc
▲ 4.36%
5
Close
Jun 27, 2024
DCC plc
17.75%
▲ 35.33%
7
Sell
Jun 27, 2024
permanent tsb Group Holdings
▼ 10.81%
4
Close
Jun 27, 2024
WH Smith
2.94%
▲ 10.84%
1
Open
Jun 27, 2024
National Westminster Bank
▲ 18.55%
3
Close
May 21, 2024
CRH plc
▼ 1.99%
2
Close
May 16, 2024