tiprankstipranks

New Portfolio Jul 2023 - New Portfolio

Steven Thurlow

New Portfolio Jul 2023
Individual Investor
Ranked #135,856 out of 793,704 TipRanks' Investors
Success Rate
63%
137 out of 219
profitable transactions
Average Return
7.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.04%
6-Month Return▼ 4.70%
12-Month Return▲ 2.69%
YTD Return▲ 4.19%
Total Return▲ 16.06%

Best Trade

Opened at
Closed at
Gain▲ 81.35%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 0.35%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.89%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 0.35%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.60%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.22%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 0.04%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 0.35%
▲ 2.93%▲ 2.10%▲ 0.82%
▲ 10.00%▼ 0.89%▼ 3.89%
▲ 26.01%▲ 5.96%▲ 0.35%
▲ 5.33%▼ 2.41%▼ 4.60%
▲ 5.89%▲ 2.69%▲ 5.52%
▼ 12.86%▼ 1.27%▼ 1.22%
▲ 3.73%▼ 4.27%▼ 0.04%

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
▲ 12.06%
5
Close
Nov 08, 2024
Rio Tinto
6.67%
▲ 7.39%
5
Sell
Nov 08, 2024
Renewables Infrastructure Group Limited GBP Red.Shs
▼ 6.09%
5
Close
Nov 08, 2024
Taylor Wimpey
▲ 37.93%
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%
▼ 13.08%
5
Sell
Nov 08, 2024
British Land Company plc
▲ 31.19%
5
Close
Nov 08, 2024
BP p.l.c.
6.67%
▼ 2.48%
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