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New Portfolio Apr 2023
- New Portfolio
Performance
Portfolio Details
uK sentry
New Portfolio Apr 2023
Individual Investor
Ranked #81,933 out of 781,066 TipRanks' Investors
Success Rate
70%
402 out of 573
profitable transactions
Average Return
9.74%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
17.17%
GB:SDIV
17.09%
GB:LGEN
14.56%
MAIN
7.46%
GB:UKW
5.88%
GB:HSBA
37.84%
Others
By Assets
67.17%
Stocks
32.76%
ETFs
0.07%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
40.88%
Financial
32.75%
General
16.97%
Utilities
6.46%
Consumer Defensive
1.27%
Healthcare
1.67%
Other
Portfolio Holdings
Select Columns
23
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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AV
Aviva plc
495.50p
3.8p
(
0.77%
)
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
£13.06B
16.04%
LGEN
Legal & General
233.60p
1.1p
(
0.47%
)
premium
6
Buy
3
Hold
0
Sell
Moderate Buy
premium
£13.56B
-4.61%
VOD
Vodafone
69.58p
0.08p
(
0.12%
)
premium
2
Buy
6
Hold
1
Sell
Hold
premium
£17.67B
5.57%
ULVR
Unilever
4587.00p
72p
(
1.59%
)
premium
7
Buy
3
Hold
3
Sell
Moderate Buy
premium
£111.77B
23.69%
UKW
Greencoat UK Wind
122.40p
1.8p
(
1.45%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
―
-17.30%
NG
National Grid
963.20p
14.2p
(
1.5%
)
premium
11
Buy
1
Hold
0
Sell
Strong Buy
premium
£46.43B
2.29%
MNG
M&G Plc
202.00p
2.45p
(
1.23%
)
premium
2
Buy
3
Hold
0
Sell
Moderate Buy
premium
£4.75B
-8.75%
IUKD
< ETF >
iShares UK Dividend UCITS ETF GBP
757.10p
8.5p
(
1.14%
)
premium
213
Buy
122
Hold
24
Sell
Moderate Buy
premium
$842.42M
12.52%
HSBA
HSBC Holdings
822.70p
4.9p
(
0.6%
)
premium
4
Buy
5
Hold
0
Sell
Moderate Buy
premium
£146.22B
39.56%
GSK
GlaxoSmithKline
1359.00p
10.5p
(
0.78%
)
premium
2
Buy
7
Hold
2
Sell
Hold
premium
£55.03B
-12.64%
SBRY
J Sainsbury plc
262.60p
3.4p
(
1.31%
)
premium
6
Buy
1
Hold
0
Sell
Strong Buy
premium
£5.98B
-7.14%
VHYL
< ETF >
Vanguard FTSE All - World High Dividend Yield UCITS ETF
55.68p
0.677p
(
1.23%
)
premium
4K
Buy
3K
Hold
575
Sell
Hold
premium
$4.06B
15.58%
SVT
Severn Trent
2502.00p
6p
(
0.24%
)
premium
3
Buy
5
Hold
1
Sell
Hold
premium
£7.49B
-0.28%
CNA
Centrica
135.95p
1.25p
(
0.93%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
£6.78B
-2.68%
EMHG
< ETF >
iShares J.P. Morgan USD EM Bond UCITS ETF
3.65p
0.006p
(
0.18%
)
premium
―
premium
―
1.85%
MAIN
Main Street Capital
$60.04
$0.44
(
0.73%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$5.33B
37.92%
SDIV
< ETF >
Global X Superdividend UCITS ETF USD
$8.61
$0.033
(
0.38%
)
premium
―
premium
―
-3.73%
GSF
Gore Street Energy Storage
47.75p
0.5p
(
1.04%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
£243.71M
-36.33%
PZC
PZ Cussons
80.60p
2.1p
(
2.68%
)
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
£328.47M
-41.76%
TRIG
< FUND >
Renewables Infrastructure Group Limited GBP Red.Shs
81.00p
2.6p
(
3.11%
)
premium
―
premium
―
-24.95%
JNJ
Johnson & Johnson
$147.03
$0.74
(
0.5%
)
premium
4
Buy
7
Hold
0
Sell
Moderate Buy
premium
$355.77B
-8.34%
PG
Procter & Gamble
$161.13
$0.63
(
0.39%
)
premium
12
Buy
6
Hold
0
Sell
Moderate Buy
premium
$377.98B
8.77%
SBUX
Starbucks
$95.13
$0.7
(
0.74%
)
premium
10
Buy
6
Hold
3
Sell
Moderate Buy
premium
$107.06B
1.92%
23
Results | Showing
1
out of
1
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