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SIPP - New Portfolio

Ryszard Gruszka

SIPP
Individual Investor
Ranked #114,711 out of 788,370 TipRanks' Investors
Success Rate
75%
36 out of 48
profitable transactions
Average Return
11.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.56%
6-Month Return▲ 3.49%
12-Month Return▲ 15.14%
YTD Return▲ 6.76%
Total Return▲ 21.66%

Best Trade

Opened at
Closed at-
Gain▲ 74.42%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.33%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.94%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 4.01%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 2.40%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.15%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.04%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 0.67%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.11%
▼ 13.14%▲ 2.34%▲ 0.33%
▲ 2.93%▲ 2.10%▲ 1.94%
▲ 9.99%▼ 0.89%▼ 4.01%
▲ 26.03%▲ 5.96%▲ 2.40%
▲ 5.97%▼ 2.41%▼ 4.15%
▲ 5.25%▲ 2.69%▲ 6.04%
▼ 9.08%▲ 1.42%▲ 0.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
0%
▲ 32.62%
6
Sell
Oct 19, 2024
Tencent Holdings Limited
6.31%
▲ 22.80%
1
Open
Oct 19, 2024
Nokia
7.03%
▲ 5.04%
1
Open
Oct 18, 2024
Rio Tinto
12.18%
▼ 3.25%
2
Buy
Sep 30, 2024
Anglo American
2.93%
▲ 20.11%
2
Buy
Sep 30, 2024
Glencore
0.39%
▼ 25.90%
2
Buy
Sep 30, 2024
National Atomic Company Kazatomprom JSC GDR RegS
7.01%
▲ 0.68%
1
Open
Sep 30, 2024
Equinor ASA
5.51%
▼ 3.57%
1
Open
Sep 29, 2024
Alibaba
27.26%
▲ 35.46%
1
Open
Sep 29, 2024
Baidu
17.31%
▼ 13.31%
1
Open
Sep 29, 2024
JD
14.08%
▲ 6.05%
1
Open
Sep 29, 2024
Vanguard Funds PLC - Vanguard FTSE All-World High Dividend Yield UCITS ETF AccumUSD
▲ 13.41%
2
Close
Jul 30, 2024
Valero Energy
0%
▼ 15.72%
1
Open
Jul 30, 2024
GE Aerospace
▲ 56.94%
2
Close
Apr 22, 2024
SPDR S&P 500 ETF Trust
▲ 8.45%
2
Close
Apr 22, 2024
SPDR S&P 400 US Mid Cap UCITS ETF
▲ 8.33%
2
Close
Apr 22, 2024
Vanguard FTSE All - World High Dividend Yield UCITS ETF
▲ 8.77%
2
Close
Apr 22, 2024
Vang S&P 500 Ptg.Shs Exchange Traded Fund USD
▲ 8.10%
2
Close
Apr 22, 2024
iShares Core FTSE 100 UCITS ETF GBP (Dist)
▲ 7.60%
2
Close
Apr 22, 2024
Invesco S&P 500 Equal Weight ETF
▲ 3.74%
2
Close
Apr 22, 2024