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:

Allocation

Top Stocks
15.01% GB:SDIV
14.68% GB:LGEN
9.88% MAIN
8.04% GB:BCPT
7.81% GB:UKW
44.58% Others
By Assets
69.38% Stocks
30.53% ETFs
0.08% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.74% Financial
30.53% General
17.55% Utilities
8.46% Real Estate
6.47% Consumer Defensive
5.25% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GB:AV
Aviva plc
497.80p
6.45p
(1.31%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
£13.23B
33.76%
GB:BCPT
BMO Commercial Property Trust Limited
89.50p
0.303p
(0.34%)
premium
premium
£623.68M
32.69%
GB:I3E
i3 Energy Plc
12.48p
0.12p
(0.97%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
£150.07M
3.31%
GB:LGEN
Legal & General
225.70p
1p
(0.45%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
£13.27B
5.46%
GB:VOD
Vodafone
74.03p
0.39p
(0.53%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
£19.52B
3.19%
GB:ULVR
Unilever
4803.00p
9.5p
(0.2%)
premium
9 Buy
4 Hold
2 Sell
Moderate Buy
premium
£119.79B
19.71%
GB:UKW
Greencoat UK Wind
144.40p
0.5p
(0.35%)
premium
premium
3.90%
GB:NG
National Grid
994.20p
7.3p
(0.74%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
£48.61B
11.54%
GB:MNG
M&G Plc
214.30p
2.1p
(0.99%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
£5.06B
21.44%
GB:IUKD
IUKD
< ETF >
iShares UK Dividend UCITS ETF GBP
766.95p
5.75p
(0.76%)
premium
206 Buy
104 Hold
18 Sell
Moderate Buy
premium
$870.83M
19.54%
GB:HSBA
HSBC Holdings
656.15p
2.65p
(0.41%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
£120.57B
11.13%
GB:GSK
GlaxoSmithKline
1604.50p
9.5p
(0.6%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
£65.37B
16.83%
GB:SBRY
J Sainsbury plc
286.40p
2.3p
(0.81%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
£6.70B
11.21%
GB:TSCO
Tesco plc
349.65p
3.35p
(0.97%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
£23.69B
36.79%
GB:VHYL
VHYL
< ETF >
Vanguard FTSE All - World High Dividend Yield UCITS ETF
£52.45
£2.678
(5.38%)
premium
3K Buy
3K Hold
492 Sell
Hold
premium
$3.70B
11.80%
GB:UU
United Utilities
999.00p
19.8p
(2.02%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
£6.80B
8.29%
GB:GSPX
GSPX
< ETF >
iShares Core S&P 500 UCITS ETF
£9.44
£0.468
(5.22%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
26.45%
GB:SVT
Severn Trent
2521.00p
51p
(2.06%)
premium
1 Buy
4 Hold
2 Sell
Hold
premium
£7.53B
5.64%
GB:KGF
Kingfisher
287.80p
5.25p
(1.86%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
£5.26B
25.66%
GB:PETS
Pets at Home
309.00p
2.8p
(0.91%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
£1.41B
-16.10%
GB:SGE
Sage Group plc
1003.00p
16p
(1.57%)
premium
5 Buy
2 Hold
3 Sell
Hold
premium
£9.95B
4.82%
GB:CNA
Centrica
128.10p
0.85p
(0.67%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
£6.60B
-11.81%
GB:EMHG
EMHG
< ETF >
iShares J.P. Morgan USD EM Bond UCITS ETF
375.13p
2.525p
(0.68%)
premium
premium
6.68%
GB:TW
Taylor Wimpey
166.25p
2.15p
(1.31%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
£5.87B
50.09%
MAIN
Main Street Capital
$49.69
$0.21
(0.42%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.33B
24.63%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
GB:BP
BP p.l.c.
429.60p
3.375p
(0.79%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
£69.70B
-9.35%
GB:SDIV
SDIV
< ETF >
Global X Superdividend UCITS ETF USD
$9.19
$0.069
(0.76%)
premium
premium
0.78%
GB:EBOX
Tritax EuroBox
65.10p
0.998p
(1.51%)
premium
premium
£525.23M
28.36%
GB:HLN
Haleon PLC
370.20p
1.55p
(0.42%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
£33.88B
13.79%
GB:HSP
Hargreaves Services
610.00p
4p
(0.66%)
premium
premium
£200.37M
30.48%
GB:SDY
Speedy Hire
37.90p
0.125p
(0.33%)
premium
premium
£173.26M
13.49%
GB:GSF
Gore Street Energy Storage
60.70p
1.8p
(3.06%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
-26.69%
GB:DATA
GlobalData
222.00p
0p
(0%)
premium
premium
£1.84B
40.95%
GB:PZC
PZ Cussons
102.40p
0.4p
(0.39%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
£430.99M
-35.14%
GB:BME
B&M European Value Retail SA
451.50p
12.8p
(2.92%)
premium
5 Buy
1 Hold
2 Sell
Moderate Buy
premium
£4.54B
-20.56%
GB:ISF
ISF
< ETF >
iShares Core FTSE 100 UCITS ETF GBP (Dist)
815.20p
3.894p
(0.48%)
premium
468 Buy
254 Hold
62 Sell
Moderate Buy
premium
$11.93B
13.01%
GB:DFS
DFS Furniture
124.00p
0p
(0%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
£290.39M
13.64%
$35.66
$0.58
(1.65%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$34.90B
15.97%
GB:TRIG
TRIG
< FUND >
Renewables Infrastructure Group Limited GBP Red.Shs
102.40p
0.597p
(0.58%)
premium
premium
-3.75%
WBA
Walgreens Boots Alliance
$10.30
$0.27
(2.69%)
premium
2 Buy
7 Hold
3 Sell
Hold
premium
$8.89B
-59.32%
JNJ
Johnson & Johnson
$164.13
$1.78
(1.1%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.10B
-0.58%
PG
Procter & Gamble
$169.17
$0.98
(0.58%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$398.23B
10.90%
SBUX
Starbucks
$94.02
$1.59
(1.72%)
premium
15 Buy
9 Hold
1 Sell
Moderate Buy
premium
$106.54B
-0.85%