My Portfolio - New Portfolio

Chris Williams

My Portfolio
Individual Investor
Ranked #299,601 out of 764,830 TipRanks' Investors
Success Rate
56%
174 out of 311
profitable transactions
Average Return
0.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.21%
6-Month Return▼ 3.31%
12-Month Return-
YTD Return▼ 8.12%
Total Return▲ 1.98%

Best Trade

Opened at
Closed at-
Gain▲ 159.22%

Bio

Mainly UK & US dividend stocks, with a few speculative trades.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.07%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.14%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.79%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.04%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.57%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 5.58%
Oct 2024
▼ 2.13%
▲ 0.42%
▼ 0.89%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.07%
▲ 11.46%▲ 5.06%▲ 2.49%
▼ 2.25%▲ 3.53%▼ 0.14%
▲ 25.72%▲ 1.21%▲ 5.79%
▼ 4.21%▲ 2.34%▼ 3.04%
▲ 7.82%▲ 2.10%▲ 0.57%
▲ 6.02%▼ 0.89%▼ 5.58%
▼ 2.13%▲ 0.42%▼ 0.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Gladstone Investment
0.09%
▼ 2.37%
1
Open
Nov 01, 2024
National Grid
▲ 7.97%
4
Close
Oct 29, 2024
Liontrust Asset Management
1.14%
▼ 0.53%
2
Buy
Oct 29, 2024
Regulus
1.29%
▼ 7.45%
1
Open
Oct 29, 2024
M&G Plc
1.64%
▼ 1.35%
8
Buy
Oct 23, 2024
Phoenix Group Holdings
1.85%
▲ 2.74%
11
Buy
Oct 23, 2024
BP p.l.c.
1.54%
▼ 13.42%
7
Buy
Oct 23, 2024
Moneysupermarket.com
1.22%
▼ 9.08%
4
Buy
Oct 23, 2024
Ocean Power Technologies
2.27%
▼ 25.04%
12
Buy
Oct 22, 2024
Harbour Energy
1.68%
▲ 0.21%
3
Buy
Oct 22, 2024
AGNC Investment
1.27%
▼ 3.87%
5
Buy
Oct 22, 2024
Ellington Financial
1.34%
▼ 5.47%
1
Open
Oct 22, 2024
NatWest Group
▲ 10.92%
5
Close
Oct 09, 2024
Barclays
▲ 13.11%
5
Close
Oct 09, 2024
Arbor Realty
▲ 11.43%
11
Close
Sep 16, 2024
HSBC Holdings
1.49%
▲ 1.69%
6
Open
Sep 11, 2024
City of London Investment
2.03%
▲ 6.59%
3
Buy
Sep 11, 2024
PRS REIT Plc
▲ 14.41%
5
Close
Aug 30, 2024
Surge Energy
1.47%
▼ 3.54%
11
Buy
Aug 30, 2024
Rio Tinto
1.46%
▲ 1.46%
5
Buy
Aug 30, 2024