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SIPP - New Portfolio

Ryszard Gruszka

SIPP
Individual Investor
Ranked #116,050 out of 793,704 TipRanks' Investors
Success Rate
71%
34 out of 48
profitable transactions
Average Return
11.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.77%
6-Month Return▼ 0.34%
12-Month Return▲ 7.76%
YTD Return▲ 6.03%
Total Return▲ 21.76%

Best Trade

Opened at
Closed at-
Gain▲ 78.59%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.32%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.94%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.71%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.50%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.80%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 6.01%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.74%
Feb 2025
▲ 5.30%
▼ 4.02%
▲ 0.77%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.32%
▲ 2.93%▲ 2.10%▲ 1.94%
▲ 10.00%▼ 0.89%▼ 3.71%
▲ 26.01%▲ 5.96%▲ 2.50%
▲ 5.34%▼ 2.41%▼ 3.80%
▲ 5.88%▲ 2.69%▲ 6.01%
▼ 12.86%▼ 1.27%▼ 0.74%
▲ 5.30%▼ 4.02%▲ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
British American Tobacco
0%
▲ 41.58%
6
Sell
Oct 19, 2024
Tencent Holdings Limited
6.22%
▲ 20.90%
1
Open
Oct 19, 2024
Nokia
7.41%
▲ 10.57%
1
Open
Oct 18, 2024
Rio Tinto
11.85%
▼ 5.01%
2
Buy
Sep 30, 2024
Anglo American
2.86%
▲ 15.15%
2
Buy
Sep 30, 2024
Glencore
0.37%
▼ 31.89%
2
Buy
Sep 30, 2024
National Atomic Company Kazatomprom JSC GDR RegS
6.33%
▼ 8.77%
1
Open
Sep 30, 2024
Equinor ASA
6.21%
▲ 8.46%
1
Open
Sep 29, 2024
Alibaba
25.78%
▲ 27.81%
1
Open
Sep 29, 2024
Baidu
18.71%
▼ 6.52%
1
Open
Sep 29, 2024
JD
14.27%
▲ 7.23%
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%
▼ 16.66%
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