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My Portfolio - New Portfolio

Chris Williams

My Portfolio
Individual Investor
Ranked #130,163 out of 747,498 TipRanks' Investors
Success Rate
65%
164 out of 254
profitable transactions
Average Return
2.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.74%
6-Month Return▲ 5.93%
12-Month Return-
YTD Return▲ 0.38%
Total Return▲ 11.40%

Best Trade

Opened at
Closed at-
Gain▲ 141.50%

Bio

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

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 9.61%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.54%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.49%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.17%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 5.49%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 9.61%
▼ 1.87%▲ 1.59%▼ 7.54%
▲ 14.08%▲ 5.22%▼ 1.75%
▲ 5.05%▲ 3.27%▲ 5.61%
▼ 12.40%▼ 4.03%▼ 3.06%
▲ 11.46%▲ 5.06%▲ 2.49%
▼ 2.25%▲ 3.53%▼ 0.17%
▲ 25.65%▲ 0.88%▲ 5.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lilium
2.39%
▲ 14.18%
5
Buy
Jul 19, 2024
BP p.l.c.
1.34%
▼ 4.84%
4
Buy
Jul 19, 2024
AGNC Investment
▼ 0.43%
3
Close
Jul 19, 2024
M&G Plc
1.16%
▲ 0.78%
4
Buy
Jul 18, 2024
Greencoat UK Wind
1.29%
▼ 0.76%
3
Open
Jul 18, 2024
Arbor Realty
1.65%
▲ 6.48%
9
Buy
Jul 17, 2024
Blue Owl Capital
20.62%
▼ 0.32%
11
Buy
Jul 17, 2024
W. P. Carey Inc.
1.5%
▲ 2.08%
7
Buy
Jul 17, 2024
Ocean Power Technologies
1.94%
▲ 38.59%
5
Buy
Jul 17, 2024
Surge Energy
0%
▲ 3.31%
7
Close
Jul 17, 2024
Chicago Atlantic Real Estate ate Finance Inc
1.3%
▲ 1.70%
3
Buy
Jul 17, 2024
Pfizer
1.19%
▲ 2.73%
3
Buy
Jul 17, 2024
Intuitive Machines
1.24%
▼ 3.10%
2
Buy
Jul 17, 2024
Realty Income
▲ 7.41%
4
Close
Jul 16, 2024
NatWest Group
▲ 11.25%
3
Close
Jul 11, 2024
Gladstone Commercial
▲ 2.00%
3
Close
Jun 26, 2024
Phoenix Group Holdings
1.75%
▲ 5.22%
9
Buy
Jun 21, 2024
Rocket Lab USA
11.24%
▲ 15.63%
4
Buy
Jun 17, 2024
EPR Properties
1.24%
▲ 7.28%
5
Buy
Jun 17, 2024
Legal & General
2.32%
▼ 4.74%
5
Buy
Jun 14, 2024