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SIPP - New Portfolio

Ryszard Gruszka

SIPP
Individual Investor
Ranked #231,469 out of 775,923 TipRanks' Investors
Success Rate
63%
30 out of 48
profitable transactions
Average Return
7.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.52%
6-Month Return▼ 1.69%
12-Month Return▲ 9.23%
YTD Return▲ 8.18%
Total Return▲ 13.29%

Best Trade

Opened at
Closed at-
Gain▲ 99.62%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 2.95%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.81%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.11%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.33%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.94%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 4.19%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 2.45%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.58%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 2.95%
▼ 2.25%▲ 3.53%▼ 0.81%
▲ 25.71%▲ 1.21%▲ 3.11%
▼ 4.22%▲ 2.34%▲ 0.33%
▲ 7.82%▲ 2.10%▲ 1.94%
▲ 5.38%▼ 0.89%▼ 4.19%
▲ 43.22%▲ 5.96%▲ 2.45%
▲ 3.34%▼ 1.56%▼ 4.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
0%
▲ 28.78%
6
Sell
Oct 19, 2024
Tencent Holdings Limited
6.34%
▲ 1.28%
1
Open
Oct 19, 2024
Nokia
7.68%
▼ 6.74%
1
Open
Oct 18, 2024
Rio Tinto
13.62%
▼ 11.13%
2
Buy
Sep 30, 2024
Anglo American
3.4%
▲ 14.87%
2
Buy
Sep 30, 2024
Glencore
0.51%
▼ 19.25%
2
Buy
Sep 30, 2024
National Atomic Company Kazatomprom JSC GDR RegS
8.71%
▲ 2.74%
1
Open
Sep 30, 2024
Equinor ASA
6.44%
▼ 9.82%
1
Open
Sep 29, 2024
Alibaba
19.03%
▼ 22.47%
1
Open
Sep 29, 2024
Baidu
19.84%
▼ 18.51%
1
Open
Sep 29, 2024
JD
14.42%
▼ 10.90%
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%
▼ 26.42%
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