1st Portfolio - New Portfolio

Shaun P

1st Portfolio
Individual Investor
Ranked #96,899 out of 764,637 TipRanks' Investors
Success Rate
65%
528 out of 818
profitable transactions
Average Return
11.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.70%
6-Month Return▲ 4.82%
12-Month Return▲ 11.09%
YTD Return▲ 2.57%
Total Return▲ 7.26%

Best Trade

Opened at
Closed at
Gain▲ 772.73%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.16%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.83%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.59%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 6.26%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.41%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.34%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 6.36%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.23%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.16%
▲ 11.46%▲ 5.06%▲ 6.83%
▼ 2.25%▲ 3.53%▼ 2.59%
▲ 25.72%▲ 1.21%▲ 6.26%
▼ 4.21%▲ 2.34%▲ 1.41%
▲ 7.82%▲ 2.10%▲ 2.34%
▲ 6.02%▼ 0.89%▼ 6.36%
▼ 2.57%▲ 0.42%▼ 0.23%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UK Commercial Property Reit
▲ 44.04%
11
Close
May 17, 2024
Williams Co
0%
▲ 74.40%
2
Sell
May 14, 2024
Secure Trust Bank
0%
▼ 22.09%
8
Sell
May 14, 2024
Primary Health Properties plc R.E.I.T
0.88%
▲ 6.14%
9
Buy
May 04, 2024
Whitecap Resources
0.49%
▲ 4.12%
1
Open
May 04, 2024
Freehold Royalties
0.39%
▼ 0.15%
1
Open
May 04, 2024
Patria Investments
0.47%
▼ 6.50%
1
Open
May 04, 2024
BCE
0.54%
▲ 1.32%
1
Open
Apr 24, 2024
First Financial Bancorp
0%
▲ 27.40%
2
Sell
Apr 23, 2024
BMO Commercial Property Trust Limited
0%
▲ 29.01%
15
Sell
Apr 23, 2024
abrdn
0.52%
▼ 1.49%
7
Buy
Apr 18, 2024
Renewables Infrastructure Group Limited GBP Red.Shs
0.76%
▼ 1.33%
8
Buy
Apr 18, 2024
Ninety One
0.36%
▲ 1.11%
4
Buy
Apr 18, 2024
Supermarket Income REIT Plc
0.71%
▼ 13.56%
14
Buy
Apr 18, 2024
BBGI Shs Ordinary
0.66%
▼ 4.36%
13
Buy
Apr 18, 2024
Assura plc
0.75%
▼ 5.21%
14
Buy
Apr 18, 2024
Ellington Residential Mortgage
0.97%
▲ 19.50%
7
Buy
Apr 18, 2024
Jupiter Fund Management Plc
0.56%
▼ 4.67%
15
Buy
Apr 18, 2024
LondonMetric Property
0%
▲ 22.24%
10
Sell
Apr 18, 2024
Flagstar Financial
0.29%
▼ 2.34%
7
Buy
Apr 18, 2024