New Portfolio Apr 2023 - New Portfolio

uK sentry

New Portfolio Apr 2023
Individual Investor
Ranked #45,537 out of 753,381 TipRanks' Investors
Success Rate
74%
424 out of 573
profitable transactions
Average Return
8.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.17%
6-Month Return▲ 21.02%
12-Month Return▲ 22.44%
YTD Return▲ 16.34%
Total Return▲ 5.03%

Best Trade

Opened at
Closed at-
Gain▲ 61.87%

Bio

Performance

25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▼ 2.47%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.01%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.84%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.00%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.30%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.56%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 5.30%
Jul 2024
▼ 2.89%
▲ 2.06%
▲ 3.35%
Aug 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 1.87%▲ 1.59%▼ 2.47%
▲ 14.08%▲ 5.22%▼ 1.01%
▲ 5.05%▲ 3.27%▲ 5.84%
▼ 12.40%▼ 4.03%▲ 1.00%
▲ 11.46%▲ 5.06%▲ 6.30%
▼ 2.25%▲ 3.53%▼ 2.56%
▲ 25.76%▲ 1.21%▲ 5.30%
▼ 2.89%▲ 2.06%▲ 3.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Legal & General
14.68%
▲ 1.43%
25
Buy
Aug 14, 2024
Greencoat UK Wind
7.81%
▲ 8.85%
24
Buy
Aug 14, 2024
M&G Plc
0.11%
▲ 13.78%
11
Buy
Aug 14, 2024
Tesco plc
0.13%
▲ 22.01%
6
Buy
Aug 14, 2024
Pets at Home
0.01%
▼ 1.76%
8
Sell
Aug 14, 2024
Tritax EuroBox
0.42%
▲ 6.99%
6
Buy
Aug 14, 2024
Phoenix Group Holdings
▲ 14.17%
11
Close
Aug 14, 2024
BMO Commercial Property Trust Limited
8.04%
▲ 28.63%
26
Buy
Aug 10, 2024
i3 Energy Plc
0.35%
▲ 9.22%
36
Buy
Aug 10, 2024
Vodafone
0.1%
▼ 3.89%
12
Open
Aug 10, 2024
Unilever
0.25%
▲ 8.14%
6
Buy
Aug 10, 2024
National Grid
4.65%
▲ 10.33%
15
Buy
Aug 10, 2024
iShares UK Dividend UCITS ETF GBP
5.28%
▲ 15.52%
10
Buy
Aug 10, 2024
GlaxoSmithKline
0.59%
▲ 14.41%
10
Buy
Aug 10, 2024
J Sainsbury plc
4.26%
▲ 11.15%
14
Buy
Aug 10, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
3.86%
▲ 11.27%
11
Buy
Aug 10, 2024
United Utilities
1.21%
▲ 4.78%
8
Buy
Aug 10, 2024
iShares Core S&P 500 UCITS ETF
1.14%
▲ 2.77%
12
Buy
Aug 10, 2024
Severn Trent
2.38%
▼ 0.18%
6
Buy
Aug 10, 2024
Kingfisher
0.09%
▲ 4.13%
6
Buy
Aug 10, 2024