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New Portfolio Jul 2023 - New Portfolio

PerformancePortfolio Details

Steven Thurlow

New Portfolio Jul 2023
Individual Investor
Ranked #177,912 out of 766,394 TipRanks' Investors
Success Rate
62%
136 out of 219
profitable transactions
Average Return
7.03%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.38%
6-Month Return▼ 3.17%
12-Month Return▲ 12.48%
YTD Return▲ 3.32%
Total Return▲ 16.03%

Best Trade

AssetNatWest Group (NWG)
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
▲ 6.02%
▼ 0.89%
▼ 3.98%
Oct 2024
▲ 22.71%
▲ 5.30%
▼ 0.20%
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%
▲ 6.02%▼ 0.89%▼ 3.98%
▲ 22.71%▲ 5.30%▼ 0.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MNG
M&G Plc
―
▲ 13.11%
5
Close
Nov 08, 2024
NWG
NatWest Group
―
▲ 76.17%
5
Close
Nov 08, 2024
ORIT
Octopus Renewables Infrastructure Trust Plc
―
▼ 8.33%
5
Close
Nov 08, 2024
PHNX
Phoenix Group Holdings
―
▲ 10.19%
5
Close
Nov 08, 2024
PHP
Primary Health Properties plc R.E.I.T
―
▲ 10.14%
5
Close
Nov 08, 2024
RIO
Rio Tinto
6.67%
▲ 4.43%
5
Sell
Nov 08, 2024
TRIG
Renewables Infrastructure Group Limited GBP Red.Shs
―
▼ 6.09%
5
Close
Nov 08, 2024
TW
Taylor Wimpey
―
▲ 33.79%
5
Close
Nov 08, 2024
UKW
Greencoat UK Wind
―
▲ 2.49%
5
Close
Nov 08, 2024
LLOY
Lloyds Banking
―
▲ 31.13%
6
Close
Nov 08, 2024
LGEN
Legal & General
―
▲ 7.71%
5
Close
Nov 08, 2024
AGR
Assura plc
―
▼ 2.86%
5
Close
Nov 08, 2024
AV
Aviva plc
―
▲ 28.27%
5
Close
Nov 08, 2024
BA
BAE Systems
―
▲ 44.37%
5
Close
Nov 08, 2024
BHP
BHP Group Ltd
6.67%
▼ 5.21%
5
Sell
Nov 08, 2024
BLND
British Land Company plc
―
▲ 31.19%
5
Close
Nov 08, 2024
BP
BP p.l.c.
6.67%
▼ 20.82%
5
Sell
Nov 08, 2024
CNA
Centrica
―
▼ 17.54%
5
Close
Nov 08, 2024
DRX
Drax Group plc
―
▲ 32.20%
5
Close
Nov 08, 2024
FORT
Forterra
―
▲ 23.90%
4
Close
Nov 08, 2024