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New Portfolio Jul 2023 - New Portfolio

Steven Thurlow

New Portfolio Jul 2023
Individual Investor
Ranked #176,151 out of 769,002 TipRanks' Investors
Success Rate
62%
135 out of 219
profitable transactions
Average Return
7.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.49%
6-Month Return▼ 3.75%
12-Month Return▲ 9.70%
YTD Return▲ 2.80%
Total Return▲ 15.45%

Best Trade

Opened at
Closed at
Gain▲ 81.35%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 2.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.75%
May 2024
▼ 2.25%
▲ 3.53%
▼ 3.00%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.82%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 0.35%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.82%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.99%
Oct 2024
▲ 23.63%
▲ 3.84%
▼ 0.69%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 2.06%
▲ 11.46%▲ 5.06%▲ 3.75%
▼ 2.25%▲ 3.53%▼ 3.00%
▲ 25.72%▲ 1.21%▲ 3.82%
▼ 4.22%▲ 2.34%▼ 0.35%
▲ 7.82%▲ 2.10%▲ 0.82%
▲ 5.70%▼ 0.89%▼ 3.99%
▲ 23.63%▲ 3.84%▼ 0.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
M&G Plc
▲ 13.11%
5
Close
Nov 08, 2024
NatWest Group
▲ 76.17%
5
Close
Nov 08, 2024
Octopus Renewables Infrastructure Trust Plc
▼ 8.33%
5
Close
Nov 08, 2024
Phoenix Group Holdings
▲ 10.19%
5
Close
Nov 08, 2024
Primary Health Properties plc R.E.I.T
▲ 10.14%
5
Close
Nov 08, 2024
Rio Tinto
6.67%
▲ 5.97%
5
Sell
Nov 08, 2024
Renewables Infrastructure Group Limited GBP Red.Shs
▼ 6.09%
5
Close
Nov 08, 2024
Taylor Wimpey
▲ 33.79%
5
Close
Nov 08, 2024
Greencoat UK Wind
▲ 2.49%
5
Close
Nov 08, 2024
Lloyds Banking
▲ 31.13%
6
Close
Nov 08, 2024
Legal & General
▲ 7.71%
5
Close
Nov 08, 2024
Assura plc
▼ 2.86%
5
Close
Nov 08, 2024
Aviva plc
▲ 28.27%
5
Close
Nov 08, 2024
BAE Systems
▲ 44.37%
5
Close
Nov 08, 2024
BHP Group Ltd
6.67%
▼ 6.62%
5
Sell
Nov 08, 2024
British Land Company plc
▲ 31.19%
5
Close
Nov 08, 2024
BP p.l.c.
6.67%
▼ 19.01%
5
Sell
Nov 08, 2024
Centrica
▼ 17.54%
5
Close
Nov 08, 2024
Drax Group plc
▲ 32.20%
5
Close
Nov 08, 2024
Forterra
▲ 23.90%
4
Close
Nov 08, 2024